Scorpio Precision Meets Market Repositioning
A Celestial Lens on the Week Ahead
As we enter the first week of November 2025, the Lunar Landing Portfolio finds itself navigating not just market mechanics but a charged astrological landscape. The planetary setup mirrors the underlying market tone: decisive, reactive, and quietly transitional. With the Sun and Mars both in Scorpio and Mercury newly in Sagittarius, this is a moment of intensification and recalibration — exactly the environment this portfolio was designed to thrive in.
At the time of writing (November 3, 2025), Scorpio energy is at its peak. Mars, sitting at the final degree of the sign, reinforces themes of power consolidation and behind-the-scenes strategy. This transit is particularly resonant for sectors tied to finance, transformation, and energy — all well represented in the portfolio’s core holdings. The Scorpio archetype governs leverage, restructuring, and control mechanisms, aligning with current market behavior where institutional flows, central bank ambiguity, and yield curve shifts are quietly dictating direction beneath the surface.
The Moon’s presence in Aries adds a jolt of urgency and short-term volatility to the emotional tenor of the market. This translates into reactionary behavior among retail traders and heightened sensitivity in high-beta assets, especially small-caps and growth stocks. Investors should be prepared for abrupt midweek moves — particularly if data releases are delayed or incomplete due to lingering administrative dysfunction.
Mercury’s early ingress into Sagittarius signals a pivot toward messaging and narrative. Markets are hungry for clarity — from earnings transcripts to Fed minutes — and may overreact to speculative outlooks or macro interpretations. This favors sectors that can tell strong forward-looking stories, such as semiconductors, aerospace, and AI-enabled platforms. Holdings like NVIDIA and Howmet Aerospace are well-positioned under this influence, as the narrative economy favors innovation with vision.
Overlaying all of this is a wide conjunction between Saturn and Neptune, both retrograde in Pisces. This pairing dissolves traditional structures and clouds institutional authority, a dynamic that reflects ongoing uncertainty around federal economic data and monetary policy. Investors can expect ambiguous guidance and continued murkiness — a fog that may not lift until both planets resume direct motion in the coming months.
Pluto, freshly seated in Aquarius, is the long-term current beneath it all. Its ingress continues to reshape capital flows toward transformative technologies, digital infrastructure, and decentralization. This planetary movement echoes the portfolio’s bias toward structural megatrends and supports the ongoing relevance of names like Cadence Design, Amphenol, and Strategy Inc., each aligned with frontier innovation themes.
This week’s astrological climate suggests a market environment driven by hidden currents, tactical adjustments, and bursts of momentum. For investors in the Lunar Landing Portfolio, this is not a week for sweeping changes but rather for sharpening alignment. Let others chase the noise — Scorpio rewards those who move with precision, not panic.
The Lunar Landing Portfolio remains a carefully engineered constellation of U.S. equities selected for their alignment with enduring growth narratives, strong institutional backing, and technical robustness. Designed to capture the essence of innovation, resilience, and macroeconomic adaptability, this portfolio combines high-octane performers with stabilizing industrial anchors. Between January 2016 and October 2025, the strategy delivered a stellar 1,361% cumulative return—translating to an annualized growth rate of 31.35%. In a period marked by global shocks, inflationary cycles, and rapid technological disruption, the portfolio demonstrated remarkable upward mobility with limited drawdown, delivering an experience shaped by both strategic foresight and structural balance.
🧭 Portfolio Overview
MSTR – Strategy Inc.
A flagship innovator in digital asset infrastructure, Strategy Inc. brings high-octane volatility and exponential upside potential. Its asymmetric risk profile has made it a wildcard driver of alpha during bullish surges, especially during crypto-related momentum phases.
TRGP – Targa Resources Corp
A key beneficiary of North America’s midstream energy renaissance, Targa Resources plays a stabilizing role in the portfolio by leveraging natural gas transport and processing. It offers yield and energy exposure during cyclical commodity upswings.
HWM – Howmet Aerospace Inc.
As a leader in precision-engineered aerospace components, Howmet capitalizes on the multi-decade defense and aerospace capex cycle. It serves as a growth-oriented industrial name tied to aviation modernization and fleet expansion.
NVDA – NVIDIA Corp
A dominant force in AI and semiconductors, NVIDIA anchors the technology growth theme. It has served as the portfolio’s primary engine of compounding, with repeated triple-digit annual returns in AI-intensive years.
IBM – International Business Machines Corp.
While more conservative in trajectory, IBM provides balance through its legacy enterprise services and gradual pivot toward cloud and AI integration. It supports diversification across tech verticals.
CAT – Caterpillar Inc.
Caterpillar rides the upcycle in infrastructure and heavy machinery demand. As fiscal stimulus flows into global construction, CAT offers cyclical torque with a disciplined dividend profile.
GS – Goldman Sachs Group, Inc.
A bellwether in capital markets and M&A activity, Goldman Sachs links the portfolio to financial sector vitality. Its diversified exposure to investment banking and asset management adds resilience in bull phases.
CAH – Cardinal Health, Inc.
Cardinal Health anchors the healthcare allocation, providing cash flow stability and a defensive moat amid broader market volatility. Its strength lies in pharmaceutical distribution scale.
WMB – Williams Cos Inc.
A reliable dividend generator in the midstream energy sector, Williams offers exposure to pipeline economics and utility-like characteristics, bolstering downside protection.
APH – Amphenol Corp.
This electrical connector and interconnect systems leader supports the digital infrastructure wave. It stands out for steady growth in automotive, aerospace, and communications.
AXP – American Express Co.
A consumer credit and payments giant, AmEx captures the uptrend in services-driven consumption and affluent customer behavior. Its presence provides cyclical strength and financial sector exposure.
CDNS – Cadence Design Systems, Inc.
As a critical player in electronic design automation, Cadence enables next-generation chip development. Its high-margin, software-based model contributes both growth and defensiveness.
ORLY – O’Reilly Automotive, Inc.
A strategic play on aging U.S. car fleets and DIY repair trends, O’Reilly delivers consistent earnings from auto parts retail. It strengthens the consumer discretionary sleeve with operational reliability.
CTAS – Cintas Corporation
Specializing in business services from uniforms to safety products, Cintas supports the reopening and normalization themes. It adds industrial exposure with growth-oriented fundamentals.
EA – Electronic Arts, Inc.
Electronic Arts provides media exposure through gaming, with a content-rich IP portfolio. It acts as a tactical diversifier aligned with younger demographic consumption patterns.
💹 Performance Highlights
Over the 9.8-year period, the portfolio transformed an initial $10,000 investment into $146,118, producing a compound annual growth rate (CAGR) of 31.35%. With nearly 70% of months finishing in positive territory, the portfolio offered consistency alongside high returns. Its standout year, 2024, saw an explosive 73.79% return, led by megacap tech and aerospace names. Even in more muted years like 2022, the portfolio posted a positive 2.23%, outperforming broader indices during market-wide declines.
⚠️ Risk and Drawdown
Despite an aggressive growth profile, the portfolio managed volatility strategically. Its annualized standard deviation of 22.08% was well-contained relative to return. The worst drawdown—a 26% drop during the COVID-19 panic (Q1 2020)—was recovered within just four months. With a Sharpe Ratio of 1.26 and a Sortino Ratio of 2.25, the strategy reflects strong risk-adjusted returns. Notably, the downside capture ratio of just 94.39% underscores its defensive posture during stress events, while upside capture at 155% affirms its aggressive alpha capacity in rallies.
📈 Return and Risk Attribution
Performance attribution reveals a diversified base of return drivers. Strategy Inc. (MSTR) led the portfolio in raw contribution, accounting for $24,187 of gains, followed by NVIDIA with $22,145. Amphenol and Howmet Aerospace also delivered substantial alpha, validating the emphasis on secular industrial and tech trends.
From a risk perspective, MSTR represented the largest contributor at 16.62% of portfolio risk, but diversification limited any single name’s volatility dominance. Risk was fairly spread across NVDA (8.63%), TRGP (10.51%), and GS (6.76%), showcasing balanced exposure across sectors.
📆 Year-by-Year Commentary
The portfolio launched in 2016 with strong double-digit returns and quickly built momentum through 2019. In 2018, it absorbed a market correction with a -12.73% drop—its only negative full year—before rebounding sharply. The COVID-induced selloff in early 2020 triggered the largest drawdown, but holdings like MSTR and NVDA helped catapult performance in subsequent quarters.
2021 and 2023 were hallmark years of strength, driven by tech-led rallies and industrial recovery. In 2024, the portfolio hit its stride with nearly every holding posting strong double- or triple-digit gains. Even into 2025, resilience persisted despite a pullback in MSTR, as industrials and tech continued to drive upward pressure.
🔍 Strategic Insights
This portfolio’s success stems from equal weighting across 15 thematically aligned, liquid equities. The blend of secular growth (NVDA, CDNS), industrial muscle (CAT, HWM), and high-beta disruptors (MSTR) provided both upside and balance. With holdings that span AI, aerospace, energy infrastructure, and financial services, the strategy captures the full arc of economic modernization.
What sets it apart is the strict discipline in asset selection—each stock plays a distinct role while contributing to a unified risk-return profile. The result is a resilient structure that performs not just in bull markets, but across volatility regimes.
📊 Methodology
This analysis was conducted using Portfolio Visualizer, assuming annual rebalancing, full dividend reinvestment, and no external cash flows. The historical time frame from January 2016 to October 2025 aligns with available data for Targa Resources Corp. All metrics are inflation-adjusted and benchmarked against the U.S. stock market for correlation and beta analysis.
🛰️ Conclusion
This cycle of Lunar Landing showcases a portfolio engineered for both gravity-defying returns and disciplined stability. Through tactical diversification and conviction in secular themes, the strategy delivered a rare blend of growth and resilience. With a CAGR over 30% and risk metrics in check, it stands as a model for intelligent, balanced exposure to the forces shaping the modern market.