Why Traditional Approaches Generate Lower
Risk-Adjusted Returns
It’s not about stock picking or manager skill — it’s about structural market challenges that reduce returns for passive investors. EPIG is designed to neutralize these four fundamental constraints.
P/E Dependence
Future returns depend on entry P/E:
High starting P/E = Lower 10-year returns
Correlation Challenge
Most stocks move with the market:
Diversification ≠ Protection
Still suffer full market drawdowns
Diluted returns from winners
Full Exposure Required
Must invest 100% to get average returns:
No liquidity for opportunities
No control over downside
Cannot leverage selectively
Lost Decades
Cannot generate returns in down/sideways markets:
Example: 2000–2010
10 years of capital locked up, zero growth
Introducing the EPIG Investment Strategy
EPIG Defined: Enduring Principal-Protected Income & Growth
Our proprietary investment approach designed to maximize returns while protecting capital during market downturns. EPIG functions as a complete solution or a “bolt-on” to existing portfolios.
EPIG Key Benefits
Beats Market Longer Term
Absolute returns >10% with lower volatility
Drawdown Protection
Shields portfolios from major market corrections
Cash-Like Liquidity
Access to funds when you need them
Income Potential
Generate yields up to 1% per month
Investment Chassis
Complete solution or bolt-on to existing portfolios
P/E Ratio Independence
Returns not dependent on market entry timing
Dynamic Positioning
Adjust exposure based on market conditions—not dependent on entry P/E
Tactical Entries
Enter only high-probability setups—uncorrelated to broad market moves
Liquidity + Control
Stay 50–90% in cash/SPY—full liquidity to leverage opportunities
Market Neutral
Generate returns in up, down, and sideways markets—no lost decades
Result: Consistent ~20% CAGR target regardless of structural market challenges
The Power to Consolidate: Housing 50–90% of Your Liquid Net Worth
Why EPIG’s Architecture Enables What Traditional Approaches Cannot
The EPIG Consolidation Capability
<10% Max Drawdown
Engineered by design — not luck. You’re always in control because risk is capped systematically.
Daily Liquidity
Access your capital whenever needed. No lockup periods, no penalties — full flexibility.
100% Transparency
No black box. Every trade, every position, every decision is visible and explainable.
Systematic Edge
Not discretionary gambling — repeatable, rules-based strategy with defined risk parameters.
The Result: Unlike traditional strategies that force you to spread assets across multiple “buckets,” EPIG’s architecture lets you consolidate 50–90% of your liquid net worth into a single unified strategy — because you’re in control at all times.
Antifragile by Design (Taleb): Convexity in Volatility
EPIG is inspired by a barbell logic: a defensive base plus small convex bets designed to benefit from volatility.
Worse when volatility rises.
Resists shocks; doesn’t improve.
Can improve as volatility rises (convexity).
Defensive base reduces fragility (selective exposure).
Convex sleeves seek asymmetry in turbulence.
Circuit breakers cap downside; optionality preserves upside.
What this is NOT: This does not mean risk-free or always profitable — convexity can have carry costs.
Educational concept only. Results vary; losses can occur.
SPY vs. EPIG
Passive index investing locks you into every storm. EPIG adapts, reroutes, and protects the network.
Traditional buy-and-hold S&P 500 has significant limitations:
Traditional Approach
Always in the market – full exposure to all market phases
Full drawdowns during corrections (30–50%+)
No cash cushion to deploy during opportunities
Returns dependent on P/E at entry (timing risk)
Selective Exposure Strategy
~90% of principal fully secured always
3–5% tactical overlay + 3–5% long-term – precisely controlled exposure
Selectivity = constant exposure – quality over quantity
Circuit breakers & auto-shutdown protections built in
Key Insight: By harvesting only high-EV windows (and otherwise sitting in bills), the design aims to compound at ~20% CAGR over a 2–3+ year horizon while avoiding major drawdowns. The edge is not in any single trade — it’s in the system-level compounding over hundreds of trades.
Market Exposure Comparison:
The Three-Layer Design
Each layer serves a distinct structural purpose. Together they create an investment system that protects, generates income, and compounds.
Core Allocation
Structural equity base providing market participation with downside awareness. SPY-anchored with an optional stock sleeve.
Tactical
Defined-risk futures trades overlaid on the core. Systematic entries with 20-point stops generating repeatable income.
Episodic Pivot
Asymmetric options capturing outsized moves during market dislocations. Limited risk, unlimited upside potential.
Return Contribution by Strategy
Target annual return breakdown across the three layers — compounding goal: ~20% CAGR over 2–3+ years
Portfolio Allocation
How capital is distributed across the three layers
~80% of capital remains protected in broad market exposure (Strategy A), while a small 3–5% tactical overlay (Strategy B) generates outsized returns through systematic, defined-risk futures trades. Strategy C adds asymmetric upside from episodic opportunities. The goal: ~20% CAGR sustained over 2–3+ years through disciplined compounding with structurally limited downside.
Project Your Year-End Returns
LiveSee how YTD performance across all three strategies could compound through year-end. Powered by real 2026 trade data from verified IB fills — adjust portfolio size and explore per-strategy breakdowns.
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Open Performance Projector*Based on YTD performance extrapolated to full year. Past performance is not indicative of future results.