Ultimate
for UK Investors
last updated 18 September 2020
19.4% compound annual growth since 2011 (9 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 2020
Pain Measures
Worst Drops In Value
strategy
Ultimate |
|---|
| Worst Point | Prev High | Bottom |
|---|
| -19.4% | 18 Dec 2017 | 18 Mar 2020 |
| -13.7% | 10 Apr 2015 | 09 Feb 2016 |
| -12.0% | 10 Apr 2013 | 16 Apr 2013 |
compare to
UK all equities index fund |
|---|
| Worst Point | Prev High | Bottom |
|---|
| -35.3% | 17 Jan 2020 | 23 Mar 2020 |
| -19.0% | 22 May 2015 | 11 Feb 2016 |
| -15.8% | 22 May 2018 | 27 Dec 2018 |
strategy
Ultimate |
|---|
| Worst Point | Prev High | Bottom |
|---|
| -19.4% | 18 Dec 2017 | 18 Mar 2020 |
| -13.7% | 10 Apr 2015 | 09 Feb 2016 |
| -12.0% | 10 Apr 2013 | 16 Apr 2013 |
compare to
UK all equities index fund |
|---|
| Worst Point | Prev High | Bottom |
|---|
| -35.3% | 17 Jan 2020 | 23 Mar 2020 |
| -19.0% | 22 May 2015 | 11 Feb 2016 |
| -15.8% | 22 May 2018 | 27 Dec 2018 |
Longest Periods Without New Highs
strategy
Ultimate |
|---|
| Duration | Began | Ended |
|---|
| 33 months | 18 Dec 2017 | 18 Sep 2020 |
| 14 months | 10 Apr 2015 | 24 Jun 2016 |
| 12 months | 20 Jan 2014 | 07 Jan 2015 |
compare to
UK all equities index fund |
|---|
| Duration | Began | Ended |
|---|
| 14 months | 22 May 2015 | 05 Aug 2016 |
| 14 months | 22 May 2018 | 29 Jul 2019 |
| 8 months | 17 Jan 2020 | 18 Sep 2020 |
strategy
Ultimate |
|---|
| Duration | Began | Ended |
|---|
| 33 months | 18 Dec 2017 | 18 Sep 2020 |
| 14 months | 10 Apr 2015 | 24 Jun 2016 |
| 12 months | 20 Jan 2014 | 07 Jan 2015 |
compare to
UK all equities index fund |
|---|
| Duration | Began | Ended |
|---|
| 14 months | 22 May 2015 | 05 Aug 2016 |
| 14 months | 22 May 2018 | 29 Jul 2019 |
| 8 months | 17 Jan 2020 | 18 Sep 2020 |
Ultimate - Monthly & Annual Returns
% Profitable Months = 59.3% Best Month Return = 19.4% Worst Month Return = -7.1%
| YEAR | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OVERALL |
|---|
| 2020 | 3.5% | -2.4% | -7.0% | 7.6% | 3.2% | 0.8% | 1.1% | -1.6% | 1.6% | | | | 6.3% |
| 2019 | 0.6% | -0.9% | 2.3% | 0.3% | 0.1% | 7.9% | 1.3% | 1.6% | -2.5% | -2.3% | -2.1% | 0.3% | 6.3% |
| 2018 | -4.6% | 0.4% | -5.1% | 5.1% | -0.7% | -3.5% | 4.1% | -1.0% | -1.2% | -3.0% | -1.2% | -2.1% | -12.5% |
| 2017 | 0.4% | 6.3% | -1.6% | 2.0% | 9.8% | 1.3% | 2.2% | 11.7% | -4.3% | 7.7% | 6.7% | 9.5% | 63.6% |
| 2016 | -1.2% | 2.5% | -1.9% | 1.1% | 2.1% | 13.7% | 2.6% | -1.0% | 1.1% | 3.3% | -3.2% | 5.0% | 25.7% |
| 2015 | 4.9% | -1.0% | -0.3% | -1.3% | 0.8% | -3.6% | 1.7% | -2.6% | -0.6% | 1.7% | -4.3% | 0.2% | -4.7% |
| 2014 | 1.2% | -1.0% | -2.4% | -0.8% | 3.8% | 0.7% | -1.0% | 1.2% | -4.5% | -0.2% | 5.1% | 0.4% | 2.3% |
| 2013 | 9.2% | 10.4% | 18.6% | 15.5% | -1.8% | -7.1% | 6.2% | 0.8% | 0.2% | 9.5% | 19.4% | 4.1% | 120.1% |
| 2012 | 8.2% | -2.7% | -1.2% | -1.2% | 1.5% | 1.0% | 1.1% | -0.1% | 2.3% | -1.9% | 2.4% | 0.6% | 10.2% |
| 2011 | | | | | | | | | | -2.8% | 1.6% | 3.6% | 2.3% |
