The Race — Net Worth Across the Market
Each strategy's ending net worth as the market move ranges from a deep drop to a strong rally. Where the gold line falls fastest on the left is the price of leverage.
Ending Net Worth by Strategy
Side-by-side outcome for each modeled path under its stated market condition. The gold band spotlights the core decision: sell before the drop versus hold through it.
Margin-Call Cascade
When the Margin → Stock position breaches maintenance, the broker force-sells into a falling market. Each fire-sale dump pushes the price down further, re-triggering the call — a spiral that can end in a deficiency you still owe.
Custodial Managed Sale
The custodial line sits a buffer above the maintenance requirement. When the account falls to it, an executive can step in and sell assets in an orderly, managed way — before a forced margin call. The goal is to manage an approaching call in a bear market: a managed sale beats a forced sale because it avoids fire-sale price impact.
Tax Impact of Selling Now
Gross proceeds less ordinary-income and capital-gains tax on the realized buckets.
Scenario Report
Plain-language read-out generated from your inputs.