Ultimate

for UK Investors

last updated 09 April 2021

21.2% compound annual growth since 2011 (10 years)

About This Strategy

This strategy is designed to have the ultimate balance between growing wealth and protecting it.

It incorporates the proven rules of the STAG system and includes in its portfolio the first asset in history with limited supply and ability to resist censorship by governments and corporations - bitcoin.

This strategy is then blended with the Wealth Without Worry system to create what Nick believes is the perfect mix of great returns and safety. Unlike the Moonshot system, this system protects your wealth, even if bitcoin fails and goes to zero.

That is why this system is Ultimate.

The strategy can only go back to 2011 because bitcoin was not available to invest in before then.

Statistics below are from 2011 to 2021

Summary Statistics

Pain Measures

Worst Drops In Value

strategy
Ultimate
Worst PointPrev HighBottom
-18.7%18 Dec 201716 Mar 2020
-12.1%10 Apr 201316 Apr 2013
-9.3%20 Jan 201416 Oct 2014
 
compare to
UK all equities index fund
Worst PointPrev HighBottom
-35.3%17 Jan 202023 Mar 2020
-19.0%22 May 201511 Feb 2016
-15.8%22 May 201827 Dec 2018
strategy
Ultimate
Worst PointPrev HighBottom
-18.7%18 Dec 201716 Mar 2020
-12.1%10 Apr 201316 Apr 2013
-9.3%20 Jan 201416 Oct 2014
compare to
UK all equities index fund
Worst PointPrev HighBottom
-35.3%17 Jan 202023 Mar 2020
-19.0%22 May 201511 Feb 2016
-15.8%22 May 201827 Dec 2018

Longest Periods Without New Highs

strategy
Ultimate
DurationBeganEnded
36 months18 Dec 201707 Dec 2020
12 months20 Jan 201421 Jan 2015
12 months16 Jan 201214 Jan 2013
 
compare to
UK all equities index fund
DurationBeganEnded
15 months17 Jan 202016 Apr 2021
14 months22 May 201505 Aug 2016
14 months22 May 201829 Jul 2019
strategy
Ultimate
DurationBeganEnded
36 months18 Dec 201707 Dec 2020
12 months20 Jan 201421 Jan 2015
12 months16 Jan 201214 Jan 2013
compare to
UK all equities index fund
DurationBeganEnded
15 months17 Jan 202016 Apr 2021
14 months22 May 201505 Aug 2016
14 months22 May 201829 Jul 2019

If the main chart does not exactly match the stats in the boxes above, this is because the chart only shows month end values, whereas the stats are generated using portfolio values at the end of every single day.

Ultimate - Monthly & Annual Returns

% Profitable Months = 60.0%   Best Month Return = 20.0%   Worst Month Return = -6.8%   

YEARJanFebMarAprMayJunJulAugSepOctNovDecOVERALL
20211.1%2.9%5.3%1.8%11.5%
20204.5%-2.2%-6.2%4.4%1.9%0.9%1.0%-2.3%-0.4%1.6%4.9%9.8%18.4%
20192.4%-0.2%2.2%0.2%1.6%2.4%1.4%1.6%-2.5%-1.6%-2.7%-0.4%4.4%
2018-4.3%0.8%-5.7%6.1%-0.8%-3.4%4.4%-1.7%-1.0%-2.5%-0.2%-2.4%-10.8%
2017-0.0%6.9%-1.3%1.9%9.6%1.2%2.2%11.6%-4.9%7.9%7.1%9.5%63.5%
2016-0.8%4.3%-0.4%1.1%1.9%13.5%2.5%-1.3%1.3%4.0%-4.4%5.4%29.4%
20154.5%-1.9%1.3%-0.9%1.2%-4.1%2.0%-1.4%-0.4%2.3%-0.8%2.1%3.6%
20141.5%-1.0%-2.7%-0.9%4.0%1.0%-1.4%1.2%-4.5%0.0%3.3%-0.1%0.1%
20138.0%10.1%17.7%12.5%-1.9%-6.8%4.3%0.3%0.1%9.2%20.0%2.8%103.0%
20128.1%-3.5%-0.4%-1.2%-0.0%1.1%1.1%0.1%2.4%-1.4%2.4%0.7%9.3%
2011-2.2%2.5%4.4%4.6%