Lunar Landing Portfolio: May 17, 2025

Precision Under Pressure: High-Conviction Leaders in a Dynamic Cycle

Week Ending: May 17, 2025

🚀 Introduction
The Lunar Landing Portfolio continues to operate at the intersection of cyclical awareness and quantitative rigor — a curated list of 15 high-conviction U.S. equities selected for their staying power through market volatility and planetary shifts. Built for resilience and return, the portfolio targets secular megatrends in technology, healthcare, infrastructure, and defensive cash flow streams.

Every name is chosen for alignment with both economic indicators and the prevailing astrological atmosphere — a dual framework that has delivered strong outperformance over time. This week’s edition integrates backtested insights from a nearly 10-year period, reaffirming the durability of the methodology.

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🧠 Strategy Rationale

Each stock in the portfolio is drawn from the S&P 500 or NASDAQ 100, ensuring high liquidity, earnings visibility, and institutional ownership. The core framework is built on 30 years of research, prioritizing risk-adjusted momentum, macro phase fit, and technical confirmation.

From January 2016 to April 2025, the Lunar Landing Portfolio achieved an annualized return of 34.21%, with 75% of monthly periods in positive territory. It posted a Sharpe ratio of 1.61 and outpaced broader benchmarks with 151% upside capture and just 66% downside capture.

Notably, a $10,000 investment at the beginning of 2016 would now be worth $155,799. The worst drawdown over that period was -17.76%, and even that recovered in just four months — demonstrating meaningful structural resilience.

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📊 Performance Overview

Annualized return (CAGR) over the backtest period was 34.21%. The standard deviation, measuring volatility, was 18.35%. The portfolio’s best year was 2023 with a return of 64.05%, while the worst year was 2022 at a still-positive 1.84%. The maximum drawdown occurred in late 2018 and measured -17.76%, but the portfolio rebounded fully within four months.

Risk-adjusted metrics are equally compelling. The Sortino Ratio — which penalizes only downside volatility — stood at 3.04. The Information Ratio, a measure of consistency in outperformance, clocked in at 2.73. Alpha over the benchmark registered at an impressive 17.78% annualized.

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🧭 Current Holdings and Positioning

The portfolio is equally weighted across the following 15 names (each near 6.67% allocation):