Ultimate

for US Investors

last updated September 14, 2021

15.2% compound annual growth since 2011 (10 years)

About This Strategy

This strategy is designed to have a great balance between growing wealth and protecting it.

It is worth noting that, although the US version has outstanding returns, they are less good than the UK system because the US system holds more assets - which means the risk and rewards are less concentrated for any outstandingly good or bad performer.

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

Pain Measures

Worst Drops In Value

strategy
Ultimate
Worst PointPrev HighBottom
-16.7%Feb 21, 2020Mar 18, 2020
-15.5%Jan 05, 2018Dec 25, 2018
-9.7%Apr 10, 2013Jun 24, 2013
 
compare to
S&P 500 index fund
Worst PointPrev HighBottom
-33.9%Feb 19, 2020Mar 23, 2020
-20.2%Sep 20, 2018Dec 25, 2018
-13.0%Jul 20, 2015Feb 11, 2016
strategy
Ultimate
Worst PointPrev HighBottom
-16.7%Feb 21, 2020Mar 18, 2020
-15.5%Jan 05, 2018Dec 25, 2018
-9.7%Apr 10, 2013Jun 24, 2013
compare to
S&P 500 index fund
Worst PointPrev HighBottom
-33.9%Feb 19, 2020Mar 23, 2020
-20.2%Sep 20, 2018Dec 25, 2018
-13.0%Jul 20, 2015Feb 11, 2016

Longest Periods Without New Highs

strategy
Ultimate
DurationBeganEnded
20 monthsJan 05, 2018Sep 03, 2019
15 monthsJan 22, 2015May 06, 2016
6 monthsApr 10, 2013Oct 21, 2013
 
compare to
S&P 500 index fund
DurationBeganEnded
9 monthsJul 20, 2015Apr 18, 2016
7 monthsSep 20, 2018Apr 29, 2019
6 monthsJan 26, 2018Aug 07, 2018
strategy
Ultimate
DurationBeganEnded
20 monthsJan 05, 2018Sep 03, 2019
15 monthsJan 22, 2015May 06, 2016
6 monthsApr 10, 2013Oct 21, 2013
compare to
S&P 500 index fund
DurationBeganEnded
9 monthsJul 20, 2015Apr 18, 2016
7 monthsSep 20, 2018Apr 29, 2019
6 monthsJan 26, 2018Aug 07, 2018

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 = 65.8%   Best Month Return = 11.9%   Worst Month Return = -5.4%   

YEARJanFebMarAprMayJunJulAugSepOctNovDecOVERALL
20210.8%2.7%2.9%3.2%-0.9%0.0%1.5%2.0%-0.9%11.9%
20204.1%-3.2%-5.4%6.2%1.4%1.1%5.0%1.4%-2.6%-0.5%5.6%5.9%19.8%
20194.0%0.9%1.7%0.4%-0.1%3.5%-0.2%3.7%-1.2%1.6%-0.6%0.7%15.5%
20180.2%-2.6%-3.1%1.4%-0.1%-2.0%2.3%0.8%-0.2%-4.8%0.8%-3.7%-10.9%
20171.9%3.8%-1.2%3.2%6.5%1.3%2.1%5.3%-0.7%4.5%5.2%5.0%43.6%
2016-1.4%2.8%1.6%1.1%0.4%6.0%1.5%-2.3%0.1%-1.5%-0.7%2.5%10.3%
20152.2%-0.1%-0.3%-1.1%0.5%-2.0%1.4%-3.2%-1.4%4.1%-0.9%0.1%-1.0%
20140.1%1.6%-0.7%0.3%2.6%2.8%-2.1%2.2%-3.9%0.9%1.8%0.6%6.1%
20135.2%3.2%11.4%9.1%-2.6%-4.1%3.9%-0.5%2.4%5.7%11.9%2.1%57.3%
20124.2%-1.4%-0.1%1.1%-1.1%2.3%1.4%0.8%2.6%-1.8%1.2%0.9%10.2%
20111.8%-0.1%1.0%2.8%