Underdog Investor Group
Member Toolkit
Ladder Out Planner
Set your exit zones before the market gets emotional. The version of you with a clear head right now is smarter than the version watching a 5x run.
Choose your strategy
Conservative
Take profits early. Lock in gains at lower multiples.
Mid
Balanced exits. Spread risk across the full range.
Aggressive
Ride the run. Hold heavy until near the top.
Total profit locked in
—
What you actually made — cash from exits minus what you originally paid for those portions, plus the gain sitting in your hold.
Full exit value (zones + hold)
—
Total cash in hand if all zones hit and you sell the hold at target. This is the full run scenario.
Capital invested
—
What you put in. Your starting position size.
Cash received from zones
—
Total cash hitting your account across all exit zones. Includes your original capital back plus gains.
Hold value at target
—
What your remaining position is worth if price hits the bull target. Still on paper until you sell.
Total return multiple
—
Full exit value divided by what you put in. How many times over you turned your money if the whole run plays out.
Profit from zones
—
Cash received from exits minus what those portions cost you. This is real, locked-in profit.
Unrealised gain (hold)
—
Paper gain on your held position at target price. Only becomes real when you sell.
How your capital is working at target
Cost basis
Locked profit
Unrealised gain (hold)