๐ฏ Capimatt Weekly Update โ May 10, 2025
Overall Performance (since inception): +176% โ
2025 YTD: +11.5%
Annualised Return: +14.8%
๐ Outperforming the S&P 500 by a wide margin
โธป
Hi everyone ๐
Weโre heading into mid-May with momentum intact, the portfolio fully aligned with the Sniper low-volatility strategy, and an exceptionally strong foundation of quality and resilience.
Iโve made no major changes to the structure this week โ because itโs working as intended.
โธป
๐ฆ Current Portfolio Allocation:
โข $BTC โ 30.02%
โข $MCK (McKesson Corp) (McKesson) โ 20.11%
โข $MCD (McDonald's) (McDonaldโs) โ 19.90%
โข $SPLV (Invesco S&P 500 Low Volatility) (S&P Low Volatility ETF) โ 15.07%
โข XLU (Utilities ETF) โ 10.35%
โข MRK (Merck & Co.) โ 4.55%
This setup gives us a powerful blend of asymmetric growth potential (BTC), healthcare and defensive compounders (MCK, MRK, MCD), and volatility-smoothing ETFs (SPLV, XLU).
โธป
๐ช Bitcoin Update
BTC is currently trading around $103,000 and has posted strong gains YTD.
Weโre in Month 30 of the cycle โ historically one of the most powerful windows for upside. I remain fully allocated and watching closely.
โธป
๐ BullAware Metrics (YTD)
โ Sharpe Ratio: 0.86
โ Sortino Ratio: 1.64
โ Jensenโs Alpha: 63.74
โ Calmar Ratio: 3.44
โ Treynor & Omega Ratios: Strong green zone
๐น Strategy Score: 8.4 / 10
These metrics reflect strong risk-adjusted returns and very healthy downside protection โ right in line with the sniper philosophy.
โธป
๐ฐ Market Recap โ Week Ending May 10
โข Bitcoin topped $105k this week before consolidating around $103k
โข S&P 500 experienced modest weakness on tariff news and earnings
โข Gold held near $3,300
โข Healthcare stocks underperformed slightly due to policy chatter
โข Consumer defensives (MCD) and utilities (XLU) showed strength
โธป
๐ To All New Copiers
Weโre now at 90+ copiers โ and I want to say a huge thank you to every single one of you who joined recently.
This strategy is about long-term positioning, not hype or FOMO.
๐ Hold for 6โ12 months minimum
โ๏ธ Expect calm compounding, not constant excitement
๐ Built for freedom, not frenzy
โธป
๐ฎ Looking Ahead
โข Global liquidity is rising
โข Rate cuts are still priced in for late 2025
โข Bitcoin is holding strong
โข Defensive sectors continue to offer stability
The portfolio is where it should be โ and Iโll continue managing with discipline and transparency.
โธป
โ Stay patient
โ Stay focused
โ Let the cycle work for you
Thanks for following โ and as always, feel free to ask questions in the comments.
โ Capimatt | Verified Popular Investor
๐ Value + Cycles + Calm Compounding... Show More
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Sat Jun 14 2025 02:35:29 GMT+0000 (Coordinated Universal Time)
