Investment Model

A program built around cadence.

The model is intentionally simple: fixed monthly distributions, a quarterly rebase, and compounding that is visible to every investor each ninety days.

Quarter-by-Quarter Breakdown

A measurable cadence — fixed monthly, rebased quarterly.

The investor target is 5% per month, calculated on the quarter's starting balance. Referrer distribution mirrors the cadence at 1% per month. At quarter-end, the principal is recalculated and the next quarter begins from the new base.

QuarterStarting BalanceInvestor 5%Referrer 1%Referrer QuarterEnding Balance
Q1$100,000$5,000$1,000$3,000$115,000
Q2$115,000$5,750$1,150$3,450$132,250
Q3$132,250$6,613$1,323$3,969$152,088
Q4$152,088$7,604$1,521$4,563$174,901
Year-End$14,982$174,901

Payout — monthly distribution to the investor. Quarterly Compounding — reinvestment of returns each quarter. Rebase — recalculation of principal at quarter-end.

Quarterly Recalculation

Three months of fixed distributions, then a clean rebase.

Period 1
Month 1

5% investor + 1% referrer on quarter-start balance.

Period 2
Month 2

5% investor + 1% referrer on quarter-start balance.

Period 3
Month 3

5% investor + 1% referrer on quarter-start balance.

Rebase
Quarter-End

Principal recalculated. Next quarter begins from new base.

Payout structure

  • Investor: 5% monthly based on quarter's starting balance.
  • Referrer: 1% monthly based on quarter's starting balance.
  • Compounding: End = Start + (Start × 0.05 × 3).
Payout Schedule

When distributions are made.

Month 1

Pro-rated (5% ÷ 30 × trading days)

Months 2 onward

Fixed 5% on the 1st of the month

Quarter-end

Rebase + first distribution of new quarter

Penalty-free withdrawals are processed at quarter-end. Mid-quarter withdrawals incur an early-withdrawal adjustment outlined in the investor agreement.