Roast mode 🔥

Leveraged rocket ship portfolio desperately hoping gravity and volatility forget to do their jobs

Report created on Jun 15, 2026

Risk profile Info

7/7
Speculative
Less risk More risk

Diversification profile Info

2/5
Low Diversity
Less diversification More diversification

Positions

This “portfolio” is basically a stack of leveraged beta grenades wired together and called diversification. Over 99% is in ultra and triple-leveraged equity sector and style bets, with a token sprinkling of silver, energy, and biotech like someone remembered “oh right, diversification” five minutes before deadline. It’s not a collection of ideas; it’s one idea shouted nine different ways: “more upside please, and we’ll just pretend downside doesn’t exist.” Structurally, this is less a portfolio and more a permanent margin account in ETF form. When markets trend up hard, it looks like genius. When they don’t, it just looks like a live experiment in path dependency and regret.

Growth Info

One or more local-currency benchmark funds are unavailable for this report.

Historically, this thing has printed numbers that look like a typo: $1,000 turned into $35,814, with a CAGR of 43.21%. That’s superhero territory compared with the global market’s 12.95%. But the cape comes with a neck brace: max drawdown was a brutal -79.53%. That’s “four-fifths of the money gone” before it eventually crawled back, taking a painful 40 months to fully recover. Also, 90% of the gains came from just 40 days. Put differently, miss a tiny cluster of face-melting up days and the magic trick turns into a very expensive card trick gone wrong. Past data here is fireworks, not a forecast.

Projection Info

The Monte Carlo projection is where the party vibes cool down. Simulations say the most likely 15-year outcome for $1,000 is around $2,640 — still growthy, but nowhere near the historical moonshot. The average simulated annual return is 7.68%, which is almost boring given how insane the ride is. The “possible range” runs from basically flat ($964) to “okay wow” ($6,853). Monte Carlo is basically: “what if history got scrambled 1,000 ways?” It shows that once you respect compounding and volatility drag, triple-leveraged heroics start behaving more like a moody high-beta fund than a guaranteed rocket ship. Yesterday’s 40x is tomorrow’s “maybe it doubles.”

Asset classes Info

  • Stocks
    97%
  • Other
    2%
  • Bonds
    1%

Asset class breakdown is simple: this is an equity addiction with a garnish. About 97% in stocks, with a whisper of bonds and “other” tossed in like seasoning. There’s no real ballast here — it’s all sails, no keel. In asset-class terms, this isn’t a mix; it’s a dare. Leveraged equity funds already amplify stock market moves; pairing them with essentially zero meaningful stabilizers means the entire portfolio lives and dies on equity mood swings. If stocks sneeze, this portfolio catches pneumonia. Asset allocation is supposed to balance offense and defense; this lineup benched the defense and cut them from the team.

Sectors Info

  • Technology
    45%
  • Industrials
    9%
  • Consumer Discretionary
    8%
  • Health Care
    8%
  • Financials
    7%
  • Basic Materials
    6%
  • Telecommunications
    5%
  • Energy
    3%
  • Consumer Staples
    3%
  • Real Estate
    3%
  • Utilities
    2%

This breakdown covers the equity portion of your portfolio only.

Sector-wise, tech has clearly been appointed Supreme Ruler, grabbing about 45% of exposure. Then you’ve got scattered chunks across industrials, consumer stuff, health care, financials, and a turbo-charged 5% in basic materials — plus a little in energy and silver for extra drama. The kicker: a lot of these exposures are leveraged. So that 45% tech isn’t just a tilt; it’s tech with the volume dial snapped off at max. Sector concentration is fine when it’s intentional and controlled, but this looks more like “whatever’s volatile and trendy, lever it.” If the high-growth, high-beta parts of the market hit turbulence, every major sector bet here starts singing the same sad song.

Regions Info

  • North America
    97%
  • Europe Developed
    1%
  • Asia Developed
    1%
  • Latin America
    1%

This breakdown covers the equity portion of your portfolio only.

Geography is basically “USA and… no actually just USA.” Around 97% is in North America, with the rest scattered in single digits across Europe, developed Asia, and Latin America like accidental overspray from an index. This is home bias on steroids, wrapped in leverage. The global market is a lot more balanced than this, but this portfolio behaves like the rest of the world is optional DLC. When the US dominates, this looks smart. When non-US markets lead, this portfolio doesn’t participate — it just doubles down on whatever mood the US market is in, for better or worse. Global diversification clearly didn’t get an invite.

Market capitalization Info

  • Mega-cap
    18%
  • Large-cap
    15%
  • Mid-cap
    15%
  • Small-cap
    14%
  • Micro-cap
    5%
  • No data
    1%

This breakdown covers the equity portion of your portfolio only. Some holdings may not have full classification data available. Percentages may not add up to 100%.

Market cap exposure is a bit of a chaos buffet: mega, large, mid, small, and even micro-caps all make a meaningful appearance. That sounds diversified until you remember many of these exposures are leveraged and highly correlated to the same risk-on cycle. There’s no smooth glide from mega to micro; it’s more like jumping between different flavors of volatility. Small and micro-caps add another layer of shakiness on top of already leveraged products. The result is not so much a thoughtful barbell as a noisy crowd of stocks that all tend to party or panic at the same time, just with different levels of drama.

True holdings Info

  • iShares Trust - iShares Russell 2000 ETF
    10.33%
    Part of fund(s):
    • Direxion Daily Small Cap Bull 3X Shares
  • NVIDIA Corporation
    2.70%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
    • ProShares Ultra QQQ
    • ProShares Ultra S&P500
  • Micron Technology Inc
    2.31%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
    • ProShares Ultra QQQ
    • ProShares Ultra S&P500
  • Apple Inc
    1.70%
    Part of fund(s):
    • ProShares Ultra QQQ
    • ProShares Ultra S&P500
  • Advanced Micro Devices Inc
    1.61%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
    • ProShares Ultra QQQ
  • Broadcom Inc
    1.51%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
    • ProShares Ultra QQQ
    • ProShares Ultra S&P500
  • Microsoft Corporation
    1.14%
    Part of fund(s):
    • ProShares Ultra QQQ
    • ProShares Ultra S&P500
  • Marvell Technology Group Ltd
    1.12%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
  • Amazon.com Inc
    0.97%
    Part of fund(s):
    • ProShares Ultra QQQ
    • ProShares Ultra S&P500
  • Alphabet Inc Class A
    0.82%
    Part of fund(s):
    • ProShares Ultra QQQ
    • ProShares Ultra S&P500
  • Top 10 total 24.22%

This breakdown covers the equity portion of your portfolio only.

The look-through view basically says: “hidden overlap, now with extra spice.” Russell 2000 exposure alone shows up as 10.33%, and then the usual tech royalty — NVIDIA, Apple, AMD, Broadcom, Microsoft, Amazon, Alphabet — all lurk inside multiple funds. That means the same big names get multiplied across leveraged wrappers, creating stealth concentration. And remember, we’re only seeing top 10 holdings for ETFs, covering about a third of the portfolio, so actual overlap is almost certainly worse. On paper it looks like a basket of funds; under the hood it’s a handful of recurring megacaps and small-cap beta getting leveraged, re-leveraged, and renamed.

Factors Info

Value
Preference for undervalued stocks
Neutral
Data availability: 99%
Size
Exposure to smaller companies
High
Data availability: 99%
Momentum
Exposure to recently outperforming stocks
Neutral
Data availability: 99%
Quality
Preference for financially healthy companies
Neutral
Data availability: 99%
Yield
Preference for dividend-paying stocks
Low
Data availability: 100%
Low Volatility
Preference for stable, lower-risk stocks
Very low
Data availability: 100%

Factor exposures are estimated using statistical models based on historical data and measure systematic (market-relative) tilts, not absolute portfolio characteristics. Results may vary depending on the analysis period, data availability, and currency of the underlying assets.

Factor-wise, the standout story is the near-zero love for low volatility: 1% exposure screams “absolutely no chill.” Factors are like the hidden personality traits of a portfolio — value, size, momentum, quality, yield, low vol. Here, size is high (72%), so there’s a big lean toward smaller, more excitable names; yield is low (31%), so income is an afterthought at best. Neutral momentum and quality are basically passengers on a bus being driven by turbo-charged size and lack of stability. This profile says: high beta, risk-on, little protection when markets flip. It’s like building a team entirely of sprinters and then acting surprised when no one can play defense.

Risk contribution Info

  • Direxion Daily Semiconductor Bull 3X Shares
    Weight: 21.00%
    36.7%
  • Direxion Daily Small Cap Bull 3X Shares
    Weight: 16.00%
    18.8%
  • ProShares Ultra QQQ
    Weight: 19.00%
    14.8%
  • ProShares Ultra MidCap400
    Weight: 18.00%
    13.2%
  • ProShares Ultra S&P500
    Weight: 18.00%
    11.5%
  • Top 5 risk contribution 95.1%

Risk contribution shows who’s actually driving the rollercoaster, and one name is flooring the gas: the 21% semiconductor 3x ETF is throwing in a ridiculous 36.7% of total portfolio risk. That’s one position doing more than a third of the shaking. The small-cap 3x fund also punches above its weight, while the other leveraged funds contribute plenty of risk but look almost tame by comparison. “Risk/weight” above 1 means a holding is hogging more volatility than its size suggests, and that semis position is basically screaming for attention. On paper this might look like nine funds; in reality, it behaves like one oversized semiconductor bet with some high-octane sidekicks.

Redundant positions Info

  • Direxion Daily Small Cap Bull 3X Shares
    ProShares Ultra MidCap400
    High correlation

The correlation view very politely points out that ProShares Ultra MidCap400 and Direxion Daily Small Cap Bull 3X move almost identically. Translation: different tickers, same dance partner. Highly correlated assets are like owning multiple umbrellas that all break in the same storm — they don’t help when you actually need diversification. Given they’re both leveraged plays on the mid/small-cap risk-on trade, this isn’t surprising, but it does make the “diversification” line pretty thin. If mid and small caps crack, those two don’t offset each other; they just race to see who can drop harder, while the rest of the portfolio cheers them on.

Risk vs. return

This chart shows the Efficient Frontier, calculated using your current assets with different allocation combinations. It highlights the best balance between risk and return based on historical data. "Efficient" portfolios maximize returns for a given risk or minimize risk for a given return. Portfolios below the curve are less efficient. This is informational and not a recommendation to buy or sell any assets.

Click on the colored dots to explore allocations.

On the efficient frontier chart, this portfolio is basically leaving free money on the table in risk-adjusted terms. Its Sharpe ratio is 0.77, while an alternative mix of the exact same holdings gets to 1.01 at higher return — meaning the current setup is 9.32 percentage points below where it could be for the same risk. The minimum variance combo still has a better Sharpe than the current version. Efficient frontier 101: for any risk level, there’s a best-possible mix of what you already own. Here, the chosen weights are like putting the loudest, jumpiest holdings front and center, rather than letting math arrange them into something less self-sabotaging.

Dividends Info

  • ProShares Ultra Nasdaq Biotechnology 0.60%
  • Direxion Daily Energy Bull 2X Shares 1.70%
  • ProShares Ultra MidCap400 0.70%
  • ProShares Ultra QQQ 0.10%
  • ProShares Ultra S&P500 0.60%
  • Direxion Daily Small Cap Bull 3X Shares 0.40%
  • ProShares Ultra Basic Materials 1.20%
  • Weighted yield (per year) 0.40%

Dividends here are basically background noise. A total yield of around 0.40% is what you get when you build a portfolio whose mission statement is “price action or bust.” The underlying funds occasionally toss out a small payout — energy and basic materials do a bit more — but leverage products aren’t exactly designed for income. They’re built to chase daily moves, not to be a paycheck. If dividends were supposed to play a role, they missed the memo; if not, mission accomplished. Either way, this portfolio clearly chose capital gains drama over quiet, compounding cash flows.

Ongoing product costs Info

  • ProShares Ultra Silver 0.95%
  • ProShares Ultra Nasdaq Biotechnology 0.95%
  • Direxion Daily Energy Bull 2X Shares 0.93%
  • ProShares Ultra MidCap400 0.95%
  • ProShares Ultra QQQ 0.95%
  • Direxion Daily Semiconductor Bull 3X Shares 0.76%
  • ProShares Ultra S&P500 0.91%
  • Direxion Daily Small Cap Bull 3X Shares 1.08%
  • ProShares Ultra Basic Materials 0.95%
  • Weighted costs total (per year) 0.92%

Costs are exactly what you’d expect from a collection of leveraged niche ETFs: not obscene individually, but collectively heavy. A total expense ratio of 0.92% is almost 1% of the portfolio getting shaved off every year just for the privilege of riding the rollercoaster. Several funds sit around 0.95% or higher, with the small-cap 3x fund breaking the 1% line. Fees are like sandpaper on returns — the higher the volatility and the more path-dependent the product, the more every basis point stings over time. For something this speculative, the management companies are definitely getting a calm, low-volatility return from you.

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