Resilient Ascent

Lunar Landing Portfolio Surges to 32.95% CAGR Over 10 Years

The Lunar Landing Portfolio is a curated basket of 15 high-conviction U.S. equities chosen for their alignment with secular growth trends, robust fundamentals, and technical strength. This group is designed to represent a blend of innovation-driven, quality-growth, and resilient infrastructure plays — names that tend to surge under favorable astrological transits and macro tailwinds.

Each week, this portfolio is tracked to monitor short-term performance and longer-term positioning in line with evolving market sentiment and planetary conditions. From January 2016 through May 2025, this diversified equity constellation delivered a compound annual growth rate (CAGR) of 32.95%, transforming an initial $10,000 investment into $146,084. The strategy demonstrates high upside participation, sharp recovery from stress periods, and alignment with broader planetary cycles now dominated by Gemini’s agility and Aquarius' innovation.

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📈 Performance Highlights

From January 2016 to May 2025, the Lunar Landing Portfolio posted a remarkable total return of 1,360.84%, translating into a 32.95% annualized return. Of the 113 monthly periods, 81 closed positive — a hit rate of 71.68%. The best calendar year was 2024, clocking an extraordinary return of 78.21%, while the lowest performing year, 2022, still managed a positive 6.35% return amidst broad market challenges.

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📉 Risk and Drawdown

The portfolio managed volatility with a standard deviation of 20.06% and a maximum drawdown of 23.28% during the COVID-19 shock in early 2020, recovering within five months. A Sharpe ratio of 1.44 and a Sortino ratio of 2.77 underscore its strong return-to-risk efficiency, especially when adjusted for downside volatility.

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🧠 Strategic Insights

The equal-weighted approach across 15 handpicked equities ensured balance between growth potential and defensive structure. Exposure spanned technology, healthcare, industrials, and select consumer and financial sectors. The blend of high-volatility names with lower beta compounders smoothed the equity curve while harnessing upside from emerging and cyclical trends — including AI, cybersecurity, digital assets, and infrastructure.

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🧪 Methodology

This backtest shown was conducted using Portfolio Visualizer, covering the period from January 2016 to May 2025. Assumptions include monthly return compounding, annual rebalancing, and dividend reinvestment. For that same period my actual returns ranged from 20-25% in a tax advantaged account. Results reflect historical performance, not future guarantees.

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🧭 Portfolio Overview