capimatt
United Kingdom
about a month ago
🚨 Portfolio Update: Sniper v31C Upgrade 🚨 Dear Copiers, I will be making a key upgrade to our portfolio to further improve consistency, risk management, and long-term growth — all based on deep analysis of real historical data. This extends the work I have been doing recently to find the holy grail of annual returns 40% or above, and zero negative years in bear markets based on liquidity cycles such as 2008, 2018 and 2022. ⸻ 🧠 What’s Changing? ✅ QUAL will be removed ➡️ While it’s a popular “quality” ETF, its performance in bear markets like 2018 and 2022 was weak. It also adds market correlation we don’t need. ✅ New Defensive Anchors Added We’ve replaced QUAL with a carefully chosen mix of low-beta, high-resilience assets: • SPLV (Low Volatility ETF) • VPU (Utilities ETF) • $MCD (McDonald's) (McDonald’s) • $KO (Coca-Cola) (Coca-Cola) • $MRK (Merck & Co.) (Merck) All of these have shown strong real-world performance, even during market crashes. ⸻ 📈 What’s Staying? Our core engine remains: • $BTC (30%) — only in strong market years • MCK (20%) — stable, high-return medical distributor • Annual rebalancing to maintain discipline and consistency During known bear years (e.g. 2016, 2018, 2022), we rotate fully out of BTC and MCK into stable dividend stocks and the best safe-haven asset (gold or bonds). ⸻ 🔒 Why This Matters This version, now called Sniper v31C, delivers: • ✅ CAGR ~41% • ✅ Zero negative years • ✅ Lower volatility and a Sortino Ratio of 3.5+ • ✅ Real historical backing (no simulated data) And importantly, we’ve maintained a low eToro Risk Score ~5, even with strong BTC participation. ⸻ 📅 This strategy will carry us confidently into 2025 and beyond. Thank you for your continued trust — and feel free to message me with any questions! Stay sharp, capimatt Sniper v31C Portfolio Manager
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