capimatt
๐ŸŽฏ Capimatt Weekly Update โ€“ May 10, 2025 Overall Performance (since inception): +176% โœ… 2025 YTD: +11.5% Annualised Return: +14.8% ๐Ÿ“ˆ Outperforming the S&P 500 by a wide margin โธป Hi everyone ๐Ÿ‘‹ Weโ€™re 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. Iโ€™ve made no major changes to the structure this week โ€” because itโ€™s working as intended. โธป ๐Ÿ“ฆ Current Portfolio Allocation: โ€ข $BTC โ€“ 30.02% โ€ข $MCK (McKesson Corp) (McKesson) โ€“ 20.11% โ€ข $MCD (McDonald's) (McDonaldโ€™s) โ€“ 19.90% โ€ข $SPLV (Invesco S&P 500 Low Volatility) (S&P Low Volatility ETF) โ€“ 15.07% โ€ข XLU (Utilities ETF) โ€“ 10.35% โ€ข 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 ๐Ÿช™ Bitcoin Update BTC is currently trading around $103,000 and has posted strong gains YTD. Weโ€™re in Month 30 of the cycle โ€” historically one of the most powerful windows for upside. I remain fully allocated and watching closely. โธป ๐Ÿ“Š BullAware Metrics (YTD) โœ… Sharpe Ratio: 0.86 โœ… Sortino Ratio: 1.64 โœ… Jensenโ€™s Alpha: 63.74 โœ… Calmar Ratio: 3.44 โœ… Treynor & Omega Ratios: Strong green zone ๐Ÿ”น 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 ๐Ÿ“ฐ Market Recap โ€“ Week Ending May 10 โ€ข Bitcoin topped $105k this week before consolidating around $103k โ€ข S&P 500 experienced modest weakness on tariff news and earnings โ€ข Gold held near $3,300 โ€ข Healthcare stocks underperformed slightly due to policy chatter โ€ข Consumer defensives (MCD) and utilities (XLU) showed strength โธป ๐Ÿ™Œ To All New Copiers Weโ€™re 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. ๐Ÿ“† Hold for 6โ€“12 months minimum โš–๏ธ Expect calm compounding, not constant excitement ๐Ÿ“ˆ Built for freedom, not frenzy โธป ๐Ÿ”ฎ Looking Ahead โ€ข Global liquidity is rising โ€ข Rate cuts are still priced in for late 2025 โ€ข Bitcoin is holding strong โ€ข Defensive sectors continue to offer stability The portfolio is where it should be โ€” and Iโ€™ll continue managing with discipline and transparency. โธป โœ… Stay patient โœ… Stay focused โœ… 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 ๐Ÿ“Š Value + Cycles + Calm Compounding
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