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JoelMortimer
🇬🇧 Diversified ETF ETF Investor.
1 copier.

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
9 instruments
November 1, 2024
Least Diversified
0 instruments
January 2, 2023
Average
2.1 instruments

Most Consistent Holdings

Top 5

avatarSOXL
36.43%
avatarTMF
29.44%
avatarTQQQ
28.29%
avatarNAIL
26.23%
avatarTNA
22.57%

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
30.79%

Top Countries

Top 5

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
18.73%45.28%36.43%-
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
2.47%7.78%28.29%-
Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x SharesDirexion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL)
2.43%8.08%26.23%-
ProShares UltraPro Dow30ProShares UltraPro Dow30 (UDOW)
1.86%11.37%21.42%-
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
1.59%0%7.1%11/6/2024
Direxion Daily Small Cap Bull 3X SharesDirexion Daily Small Cap Bull 3X Shares (TNA)
1.51%8.23%22.57%-
ProShares UltraPro S&P 500ProShares UltraPro S&P 500 (UPRO)
1.36%9.71%17.64%-
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
0.49%1.48%29.44%-
Direxion Daily S&P Biotech Bull 3X SharesDirexion Daily S&P Biotech Bull 3X Shares (LABU.US)
0.28%0%4.81%11/7/2024
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
0.06%0%13.75%2/12/2025

Exposure over time

Exposure by Sector

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