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

Summary Statistics

Pain Measures

Worst Drops In Value

strategy
Ultimate
Worst PointPrev HighBottom
-19.4%18 Dec 201718 Mar 2020
-13.7%10 Apr 201509 Feb 2016
-12.0%10 Apr 201316 Apr 2013
 
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
-19.4%18 Dec 201718 Mar 2020
-13.7%10 Apr 201509 Feb 2016
-12.0%10 Apr 201316 Apr 2013
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
33 months18 Dec 201718 Sep 2020
14 months10 Apr 201524 Jun 2016
12 months20 Jan 201407 Jan 2015
 
compare to
UK all equities index fund
DurationBeganEnded
14 months22 May 201505 Aug 2016
14 months22 May 201829 Jul 2019
8 months17 Jan 202018 Sep 2020
strategy
Ultimate
DurationBeganEnded
33 months18 Dec 201718 Sep 2020
14 months10 Apr 201524 Jun 2016
12 months20 Jan 201407 Jan 2015
compare to
UK all equities index fund
DurationBeganEnded
14 months22 May 201505 Aug 2016
14 months22 May 201829 Jul 2019
8 months17 Jan 202018 Sep 2020

Ultimate - Monthly & Annual Returns

% Profitable Months = 59.3%   Best Month Return = 19.4%   Worst Month Return = -7.1%   

YEARJanFebMarAprMayJunJulAugSepOctNovDecOVERALL
20203.5%-2.4%-7.0%7.6%3.2%0.8%1.1%-1.6%1.6%6.3%
20190.6%-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%
20170.4%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%
20154.9%-1.0%-0.3%-1.3%0.8%-3.6%1.7%-2.6%-0.6%1.7%-4.3%0.2%-4.7%
20141.2%-1.0%-2.4%-0.8%3.8%0.7%-1.0%1.2%-4.5%-0.2%5.1%0.4%2.3%
20139.2%10.4%18.6%15.5%-1.8%-7.1%6.2%0.8%0.2%9.5%19.4%4.1%120.1%
20128.2%-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%