Description
This portfolio employs a strategic approach to buying and selling positions in an attempt to outperform a simple buy-and-hold strategy. It presents a viable alternative and complement to long-term position investors, offering favorable exposure characteristics.
The portfolio does not allocate its entire allocation to the market at all times but selectively acquires and sells positions on a daily basis. At times, only one or two positions may be held, but this can rapidly increase if favorable market conditions arise.
Subsequently, this strategy incorporates a strategy for acquiring index-related equities and selecting leveraged exchange-traded funds (ETFs).
The following ETFs are used:
| ETF | Ticker | Leverage |
|---|---|---|
| Direxion Daily S&P Biotech Bull 3X ETF | LABU | 3x |
| Global X NASDAQ 100 Covered Call ETF | QYLD | 1x |
| Direxion Daily Semiconductor Bull 3X ETF | SOXL | 3x |
| Grayscale Bitcoin Trust ETF | GBTC | 1x |
| NVIDIA Corporation | NVDA | 1x |
| T-Rex 2X Long NVIDIA Corporation ETF | NVDX | 2x |
| Direxion Daily Technology Bull 3X ETF | TECL | 3x |
| MicroStrategy Incorporated | MSTR | 1x |
| Direxion Daily Small Cap Bull 3X ETF | TNA | 3x |
| Direxion Daily Mid Cap Bull 3X ETF | MIDU | 3x |
| Alpha Architect TailRisk ETF | CAOS | 1x |
| Direxion Daily Financial Bull 3X Shares | FAS | 3x |
| Grayscale Bitcoin Trust ETF | GBTC | 1x |
| Palantir Technologies Inc. | PLTR | 1x |
| Reddit, Inc. | RDDT | 1x |
The graph above represents the portfolio growth in recent history.
In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve. This allocation can change on a monthly basis as the portfolio adjusts itself. On the Trades tab is the historic trading record. Note though, the profit column indicates the profit to that one trade and not the portfolio as a whole.
Total position allocation is set to 85.00% of account
Details
Metrics
| Metric | Measure |
|---|---|
| Account | Sandbox |
| SharpRatio | 3.09 |
| SortinoRatio | 4.75 |
| PercentWins | 63.21% |
| AveWin | 4.83% |
| AveLoss | -3.18% |
| AveWinLoss | 1.52 |
| MedianDD | -7.71% |
| MaxDD | -18.18% |
| Rolling Year Return | 47.52% |
| Annualized Return (CAGR) | 94.46% |
| CalmarRatio | 11.21 |