capimatt
United Kingdom
28 days ago
🎯 Capimatt Weekly Update – May 17, 2025 📊 Total Return Since Inception: +176% 📈 YTD Performance (2025): +11.5% 📆 Annualised Return: +14.8% ⭐ BullAware Strategy Score: 8.4 / 10 ✅ Consistently outperforming the S&P 500 ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ Hi everyone 👋 The portfolio remains fully aligned with the Sniper low-volatility strategy. No changes this week — we are exactly where I want to be heading into summer. This strategy combines asymmetric growth, high-quality defensives, and low-volatility exposure, all timed around global macro cycles. ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ 📦 Current Allocation (as of May 17) • 💰 BTC (Bitcoin) – 30.39% • 📉 USMV (Min Vol ETF) – 28.49% • 🛡️ PGR (Progressive) – 21.33% • ⚕️ MCK (McKesson) – 19.79% ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ 🧠 Why These Assets? 🔸 BTC (30.39%) The growth engine. BTC is currently holding around $103k, and we’re now in Month 30 of the post-bottom cycle — historically one of the most explosive periods. This is the asymmetry the portfolio is built to capture. 🔸 USMV (28.49%) Smooth, consistent exposure to U.S. stocks with lower volatility. The backbone of our compounding layer — it does its job quietly, but effectively. 🔸 PGR (21.33%) Progressive is one of the most consistent financial stocks in the U.S. Strong through inflation, strong in recessions, and it pays to hold when the market gets shaky. 🔸 MCK (19.79%) McKesson adds healthcare defensiveness with a long history of strength in bear phases (positive in 2018 and 2022). It’s our shock absorber. ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ 📊 BullAware Strategy Metrics (YTD) • ✅ Sharpe Ratio: 0.86 • ✅ Sortino Ratio: 1.64 • ✅ Jensen’s Alpha: 63.74 • ✅ Calmar Ratio: 3.44 • ✅ Strategy Score: 8.4 / 10 These metrics confirm the portfolio is delivering efficient, risk-aware returns — just as designed. ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ 📰 Market Recap – Week Ending May 17 • 📈 BTC held steady near $103k • 🟰 USMV provided consistent low-vol returns • 🛡️ PGR and ⚕️ MCK both performed defensively as markets turned cautious • 💬 Global macro remains supportive of Q4 rate cuts ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ 🙌 A Note to New Copiers We’re now at over 90+ copiers — and I want to say a sincere thank you to everyone joining. That said, I’ve noticed some people copying and exiting very quickly — even while in profit. No hard feelings at all, but I want to gently clarify: 📌 This isn’t a short-term trading strategy. It’s a full-cycle portfolio built on structure, cycles, and conviction. ✅ Please read the updates ✅ Understand why each asset is here ✅ Only copy if you’re ready to give it 6–12 months minimum This is the result of years of research and refinement — and it rewards those who show up with the same mindset. 🙏 ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ 🔮 Looking Ahead • Global liquidity remains on the rise • BTC remains a key macro asset to watch • No changes planned — structure is strong and working ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ ✅ Stay patient ✅ Stay focused ✅ Let the compounding work Thanks again for following — and I’m always happy to answer questions or explain anything in more detail. — Capimatt 📊 Verified Popular Investor Sniper Strategy | BTC + Low Volatility | Real Assets, Real Returns
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