Ultimate
for UK Investors
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
Longest Periods Without New Highs
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%
| YEAR | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OVERALL |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 1.0% | 3.0% | 5.2% | 1.3% | -4.5% | -0.0% | 3.4% | 4.8% | -1.2% | 13.2% | |||
| 2020 | 4.5% | -2.2% | -6.2% | 4.4% | 1.9% | 0.9% | 1.0% | -2.3% | -0.4% | 1.4% | 5.1% | 9.1% | 17.6% |
| 2019 | 2.4% | -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% | 7.0% | 9.5% | 63.4% |
| 2016 | -0.8% | 4.3% | -0.4% | 1.1% | 1.9% | 13.5% | 2.5% | -1.3% | 1.3% | 4.0% | -4.3% | 5.4% | 29.4% |
| 2015 | 4.5% | -1.9% | 1.3% | -0.9% | 1.2% | -4.1% | 2.0% | -1.4% | -0.4% | 2.3% | -0.8% | 2.1% | 3.6% |
| 2014 | 1.5% | -1.0% | -2.7% | -0.9% | 4.0% | 1.0% | -1.4% | 1.2% | -4.5% | 0.0% | 3.3% | -0.1% | 0.1% |
| 2013 | 8.0% | 10.1% | 17.7% | 12.5% | -1.9% | -6.8% | 4.3% | 0.3% | 0.1% | 9.2% | 20.0% | 2.8% | 103.0% |
| 2012 | 8.1% | -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% | 4.7% |