JoelMortimer avatar

JoelMortimer
🇬🇧 Investor.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
January 2, 2023
Lowest Cash
March 22, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
October 15, 2025
Least Diversified
0 instruments
January 2, 2023
Average
3.3 instruments

Most Consistent Holdings

Top 5

avatarSOXL
44.53%
avatarTMF
42.38%
avatarNAIL
38.82%
avatarTNA
34.14%
avatarUDOW
32.09%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
March 22, 2025
Lowest Exposure
January 2, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
37.14%
Cryptocurrencies
0.92%
Finance
0.49%

Top Countries

Top 5

🇺🇸United States
0.49%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
21.49%2.4%44.53%-
Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x SharesDirexion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL)
3.36%7.64%38.82%-
ProShares UltraPro Dow30ProShares UltraPro Dow30 (UDOW)
2.58%0%32.09%12/4/2025
Direxion Daily Small Cap Bull 3X SharesDirexion Daily Small Cap Bull 3X Shares (TNA)
2.34%0%34.14%12/3/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
2.3%0%31.15%12/2/2025
ProShares UltraPro S&P 500ProShares UltraPro S&P 500 (UPRO)
1.41%0%19.64%12/3/2025
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
1.34%0%8.89%12/5/2025
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
0.89%4.74%42.38%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.49%0%15.34%11/13/2025
Direxion Daily Financial Bull 3X SharesDirexion Daily Financial Bull 3X Shares (FAS)
0.45%10.42%10.48%-
BitcoinBitcoin (BTC)
0.45%6.42%12.82%-
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
0.43%8.1%17.49%-
EthereumEthereum (ETH)
0.37%7.86%6.83%-
ARK Innovation ETFARK Innovation ETF (ARKK)
0.31%8.58%5.8%-
Direxion Daily S&P Biotech Bull 3X SharesDirexion Daily S&P Biotech Bull 3X Shares (LABU.US)
0.25%0%5.05%8/13/2025
SolanaSolana (SOL)
0.1%1.15%6.83%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
66.75%62.19%
Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x SharesDirexion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL)
6.48%5.4%
ProShares UltraPro S&P 500ProShares UltraPro S&P 500 (UPRO)
2.09%2.56%
ProShares UltraPro Dow30ProShares UltraPro Dow30 (UDOW)
1.23%1.53%
Direxion Daily Small Cap Bull 3X SharesDirexion Daily Small Cap Bull 3X Shares (TNA)
1.28%1.34%
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
1.05%1.28%
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
1.51%1.28%
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
0.45%0.45%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments