Our Strategy.
​Precision Over Passive.
At Upside, we don’t just track the market, we try to beat it. And for more than a decade, our system has done exactly that. Since launching our proprietary strategy in 2014, our approach has delivered an average annualized, inflation-adjusted return of 19.8%, while the S&P 500 has returned just 6.7% over the same period.
Our Results.
Returns That Speak For Themselves.
It’s Not What You Earn. It’s What You Keep.
For over a decade, our strategy has delivered what most investors only hope for: exceptional returns with significantly lower volatility. While traditional portfolios have ridden wave after wave of market swings, often just to keep pace with inflation, we’ve stayed ahead of the curve by focusing on precision-timed investments, short-term exposure, and an unshakable commitment to protecting capital. But this isn’t just about performance. It’s about alignment.
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The average advisor charges nearly 1% annually, even in years when your portfolio loses value, and rarely factors in inflation when talking about your “gains.” At Upside, we’ve flipped that model on its head. We only earn a fee when you earn real growth (above a 15% annualized threshold), and we’ve never once missed that target.
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From 2014 to 2025, a $1 million investment with Upside would have grown to over $4.5 million, adjusted for inflation. During that same period, a traditional advisor-managed S&P 500 portfolio would have struggled to reach even $2 million in real, net-of-fee value. That’s not luck. That’s selectivity, strategy, and a structure that puts you first.
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If you’re ready for a smarter, more disciplined way to invest, one that respects your capital, avoids unnecessary risk, and only wins when you do, welcome to Upside.