Matthew Richards @capimatt: "📊 Weekly Update | Sniper..."

United Kingdom

📊 Weekly Update | Sniper Strategy Hi all 👋 After several challenging months, it’s nice to finally have something a little more positive to report. Markets remain volatile and there are still plenty of uncertainties ahead, but the portfolio has started to show some encouraging signs of stabilisation. July finished strongly, helping to recover some of the losses from earlier in the year and demonstrating how quickly sentiment can change once buyers begin returning. It’s a good reminder that investing is rarely a straight line. ────────────────────────── 📈 A Better Month The portfolio finished the month up +3.14%, reducing the year-to-date return to -5.01%. Whilst we’re still below where I’d like us to be, it’s important to keep some perspective. Just a few weeks ago, sentiment across markets was extremely negative. Fast forward a month and we’ve already recovered a meaningful portion of those losses. That’s exactly why I avoid making emotional decisions during periods of maximum pessimism. Some of the strongest market rebounds begin when confidence is at its lowest. ────────────────────────── 🔄 Portfolio Progress The gradual transition toward the long-term target allocation continues. As I’ve mentioned previously, this isn’t about trying to predict every short-term move. It’s about building a portfolio that can compound capital through multiple market cycles while keeping drawdowns and overall risk under control. The current strategy continues to focus on five core themes: 🥇 $GLD (SPDR Gold) Gold as a long-term monetary hedge. 🪙 $BTC Bitcoin as an asymmetric growth opportunity. 🏥 Healthcare through $LLY (Eli Lilly & Co) Lilly and McKesson. 🤖 AI and technology through $NVDA (NVIDIA Corporation) Nvidia. Each serves a different role within the portfolio, helping reduce reliance on any single asset or investment theme. ────────────────────────── 🪙 Bitcoin Bitcoin continues to attract plenty of attention. Although price action remains volatile, the long-term investment case hasn’t changed. Historically, some of the strongest future returns have come after periods when sentiment was weakest. No one knows exactly when the next sustained move higher will begin, but I’m far more interested in owning high-conviction assets through difficult periods than trying to perfectly time every turning point. Patience remains one of the biggest advantages long-term investors have. ────────────────────────── 🛡 Risk First One statistic I’m particularly pleased to see is that the portfolio continues to maintain a Risk Score of 4. Managing risk has always been just as important to me as generating returns. It’s one of the main reasons behind the portfolio changes over recent months. The goal isn’t to create the highest-return portfolio possible at any cost. The goal is to build one that investors can realistically stay invested in throughout an entire market cycle. Consistency generally beats unnecessary aggression over the long run. ────────────────────────── 🎯 Looking Ahead There will almost certainly be more volatility ahead. Markets never move in straight lines, and there will be both good weeks and bad weeks. What gives me confidence is that the portfolio is now much closer to the structure I’ve been working towards for some time. The focus remains exactly the same: • Invest in high-quality long-term assets. • Keep risk at sensible levels. • Rebalance with discipline. • Ignore short-term noise. • Let compounding do the heavy lifting over time. ────────────────────────── 📈 Current Snapshot • This Month: +3.14% • YTD: -5.01% • 2-Year Return: +17.45% • 5-Year Return: +82.44% • Annualised Return: +11.74% • Risk Score: 4 The year certainly hasn’t gone to plan so far, but we’ve already seen how quickly markets can recover. With five months still remaining, there’s plenty of time left for the picture to change. As always, thank you to everyone continuing to follow and copy the strategy. Have a great week all 👍 — Matt (@capimatt)

Not investment advice. The author may have financial interests in the mentioned instruments.