tecl+soxl+qld
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | Financial Services | 5% |
QLD ProShares Ultra QQQ | Leveraged Equities, Leveraged | 30% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | Leveraged Equities, Leveraged | 30% |
SSO ProShares Ultra S&P 500 | Leveraged Equities, Leveraged | 5% |
TECL Direxion Daily Technology Bull 3X Shares | Leveraged Equities, Leveraged | 30% |
Performance
Performance Chart
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The earliest data available for this chart is Mar 11, 2010, corresponding to the inception date of SOXL
Returns By Period
As of May 25, 2025, the tecl+soxl+qld returned -21.72% Year-To-Date and 30.22% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -1.34% | 5.02% | -2.79% | 9.39% | 14.45% | 10.68% |
| tecl+soxl+qld | -21.72% | 20.49% | -23.24% | -27.58% | 27.04% | 30.22% |
| Portfolio components: | ||||||
TECL Direxion Daily Technology Bull 3X Shares | -24.29% | 26.71% | -26.73% | -19.28% | 30.19% | 33.80% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | -42.22% | 27.47% | -44.46% | -69.10% | 11.22% | 21.57% |
QLD ProShares Ultra QQQ | -6.72% | 15.28% | -5.34% | 10.27% | 26.12% | 26.98% |
SSO ProShares Ultra S&P 500 | -6.72% | 9.96% | -9.80% | 10.78% | 25.13% | 18.35% |
BRK-B Berkshire Hathaway Inc. | 11.07% | -5.18% | 5.64% | 23.58% | 23.54% | 13.36% |
Monthly Returns
The table below presents the monthly returns of tecl+soxl+qld, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.35% | -8.78% | -20.70% | -9.13% | 19.52% | -21.72% | |||||||
| 2024 | 3.87% | 17.55% | 3.90% | -14.34% | 18.40% | 15.07% | -10.73% | -2.96% | 1.43% | -8.21% | 6.91% | -2.20% | 24.86% |
| 2023 | 30.39% | -0.76% | 24.09% | -6.62% | 25.26% | 15.11% | 8.88% | -8.33% | -15.62% | -8.71% | 35.23% | 18.65% | 166.69% |
| 2022 | -22.03% | -10.13% | 4.05% | -31.31% | -0.80% | -28.80% | 37.30% | -19.27% | -28.57% | 9.38% | 23.64% | -23.13% | -70.89% |
| 2021 | 0.93% | 6.25% | 1.59% | 7.98% | -0.47% | 14.82% | 5.22% | 7.66% | -13.59% | 19.15% | 15.67% | 5.29% | 90.96% |
| 2020 | 1.52% | -16.42% | -36.95% | 33.42% | 15.94% | 16.54% | 16.60% | 25.00% | -11.52% | -7.93% | 38.66% | 13.18% | 79.71% |
| 2019 | 20.11% | 14.33% | 9.25% | 21.08% | -27.94% | 25.42% | 8.90% | -7.00% | 4.90% | 11.00% | 11.39% | 14.24% | 146.33% |
| 2018 | 20.71% | -3.68% | -9.83% | -6.64% | 19.56% | -4.28% | 7.17% | 12.11% | -2.67% | -24.31% | -0.64% | -20.36% | -21.56% |
| 2017 | 10.20% | 9.89% | 6.79% | 2.63% | 13.67% | -9.11% | 11.14% | 5.87% | 5.30% | 17.71% | 1.94% | -0.91% | 102.03% |
| 2016 | -15.66% | -0.97% | 21.74% | -10.50% | 14.57% | -4.52% | 21.90% | 6.70% | 6.50% | -3.33% | 7.43% | 5.32% | 50.82% |
| 2015 | -9.53% | 21.52% | -7.77% | 2.14% | 10.64% | -13.29% | 0.83% | -15.47% | -5.15% | 27.78% | 2.82% | -5.55% | -0.33% |
| 2014 | -5.59% | 13.70% | 3.17% | -2.25% | 10.26% | 9.42% | -2.43% | 12.76% | -2.31% | 1.96% | 14.29% | -3.73% | 57.45% |
Expense Ratio
tecl+soxl+qld has a high expense ratio of 0.95%, indicating above-average management fees. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of tecl+soxl+qld is 2, meaning it’s performing worse than 98% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
TECL Direxion Daily Technology Bull 3X Shares | -0.20 | 0.29 | 1.04 | -0.28 | -0.65 |
SOXL Direxion Daily Semiconductor Bull 3x Shares | -0.52 | -0.30 | 0.96 | -0.76 | -1.19 |
QLD ProShares Ultra QQQ | 0.25 | 0.67 | 1.09 | 0.27 | 0.76 |
SSO ProShares Ultra S&P 500 | 0.32 | 0.63 | 1.09 | 0.28 | 0.97 |
BRK-B Berkshire Hathaway Inc. | 1.23 | 1.56 | 1.22 | 2.44 | 5.90 |
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Dividends
Dividend yield
tecl+soxl+qld provided a 0.94% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.94% | 0.56% | 0.35% | 0.51% | 0.12% | 0.18% | 0.25% | 0.59% | 0.08% | 1.75% | 0.06% | 0.07% |
| Portfolio components: | ||||||||||||
TECL Direxion Daily Technology Bull 3X Shares | 0.52% | 0.29% | 0.28% | 0.22% | 0.32% | 0.52% | 0.25% | 0.47% | 0.10% | 0.00% | 0.00% | 0.00% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 2.23% | 1.18% | 0.51% | 1.08% | 0.04% | 0.05% | 0.38% | 1.30% | 0.09% | 4.84% | 0.00% | 0.00% |
QLD ProShares Ultra QQQ | 0.24% | 0.25% | 0.33% | 0.31% | 0.00% | 0.00% | 0.13% | 0.06% | 0.02% | 0.90% | 0.11% | 0.19% |
SSO ProShares Ultra S&P 500 | 0.90% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% | 0.32% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the tecl+soxl+qld. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the tecl+soxl+qld was 76.04%, occurring on Oct 14, 2022. Recovery took 349 trading sessions.
The current tecl+soxl+qld drawdown is 42.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.04% | Dec 28, 2021 | 202 | Oct 14, 2022 | 349 | Mar 7, 2024 | 551 |
| -66.67% | Feb 20, 2020 | 22 | Mar 20, 2020 | 107 | Aug 21, 2020 | 129 |
| -64.85% | Jul 11, 2024 | 187 | Apr 8, 2025 | — | — | — |
| -51.36% | Aug 30, 2018 | 80 | Dec 24, 2018 | 77 | Apr 16, 2019 | 157 |
| -50.93% | Feb 18, 2011 | 127 | Aug 19, 2011 | 150 | Mar 26, 2012 | 277 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 5 assets, with an effective number of assets of 3.64, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BRK-B | SOXL | QLD | TECL | SSO | Portfolio | |
|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.72 | 0.78 | 0.90 | 0.89 | 1.00 | 0.88 |
| BRK-B | 0.72 | 1.00 | 0.48 | 0.54 | 0.54 | 0.72 | 0.55 |
| SOXL | 0.78 | 0.48 | 1.00 | 0.83 | 0.85 | 0.78 | 0.95 |
| QLD | 0.90 | 0.54 | 0.83 | 1.00 | 0.96 | 0.90 | 0.95 |
| TECL | 0.89 | 0.54 | 0.85 | 0.96 | 1.00 | 0.89 | 0.96 |
| SSO | 1.00 | 0.72 | 0.78 | 0.90 | 0.89 | 1.00 | 0.88 |
| Portfolio | 0.88 | 0.55 | 0.95 | 0.95 | 0.96 | 0.88 | 1.00 |