Lever Guy
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SPXL Direxion Daily S&P 500 Bull 3X Shares | Leveraged Equities, Leveraged | 50% |
TQQQ ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lever Guy, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Feb 11, 2010, corresponding to the inception date of TQQQ
Returns By Period
As of Apr 22, 2025, the Lever Guy returned -42.93% Year-To-Date and 21.80% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -12.30% | -8.99% | -11.89% | 3.84% | 13.06% | 9.34% |
| Lever Guy | -42.93% | -30.73% | -41.60% | -10.62% | 26.57% | 21.80% |
| Portfolio components: | ||||||
SPXL Direxion Daily S&P 500 Bull 3X Shares | -38.89% | -29.06% | -39.59% | -7.91% | 27.26% | 16.86% |
TQQQ ProShares UltraPro QQQ | -46.94% | -32.48% | -43.87% | -14.27% | 22.83% | 24.55% |
Monthly Returns
The table below presents the monthly returns of Lever Guy, 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 | 5.62% | -7.21% | -20.36% | -26.87% | -42.93% | ||||||||
| 2024 | 3.63% | 14.71% | 5.63% | -13.66% | 16.42% | 14.21% | -2.84% | 2.87% | 5.50% | -4.12% | 16.22% | -4.58% | 61.60% |
| 2023 | 25.37% | -5.85% | 19.72% | 1.81% | 11.31% | 18.60% | 9.77% | -6.32% | -15.26% | -7.93% | 31.05% | 14.54% | 128.76% |
| 2022 | -20.70% | -12.36% | 10.50% | -31.33% | -5.51% | -26.04% | 33.87% | -15.03% | -28.70% | 15.83% | 13.56% | -21.56% | -69.16% |
| 2021 | -2.13% | 3.19% | 8.12% | 17.10% | -1.75% | 12.97% | 7.60% | 10.79% | -15.24% | 23.16% | 1.45% | 7.13% | 91.96% |
| 2020 | 3.65% | -20.40% | -42.84% | 41.89% | 16.11% | 11.00% | 19.99% | 28.72% | -15.81% | -9.43% | 34.88% | 13.09% | 54.93% |
| 2019 | 25.46% | 8.92% | 7.98% | 14.25% | -21.42% | 22.22% | 4.88% | -7.23% | 3.64% | 9.03% | 11.54% | 9.94% | 118.30% |
| 2018 | 22.30% | -9.33% | -11.27% | -0.30% | 11.78% | 1.85% | 9.00% | 13.43% | -0.20% | -23.71% | 0.83% | -26.49% | -22.08% |
| 2017 | 10.33% | 12.66% | 2.85% | 5.39% | 7.69% | -3.61% | 9.20% | 2.68% | 2.10% | 10.34% | 7.11% | 2.36% | 93.68% |
| 2016 | -18.39% | -3.65% | 21.17% | -4.40% | 8.55% | -4.00% | 16.85% | 1.57% | 2.79% | -5.14% | 5.97% | 4.32% | 21.45% |
| 2015 | -8.11% | 20.06% | -6.40% | 3.89% | 4.90% | -6.98% | 9.73% | -20.13% | -8.44% | 32.07% | 0.98% | -5.85% | 5.46% |
| 2014 | -8.56% | 14.63% | -3.34% | -0.20% | 9.90% | 7.90% | -0.71% | 13.80% | -3.64% | 6.34% | 11.32% | -4.70% | 47.29% |
Expense Ratio
Lever Guy has a high expense ratio of 0.99%, 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 Lever Guy is 7, meaning it’s performing worse than 93% 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 | |
|---|---|---|---|---|---|
SPXL Direxion Daily S&P 500 Bull 3X Shares | -0.19 | 0.10 | 1.01 | -0.22 | -0.85 |
TQQQ ProShares UltraPro QQQ | -0.28 | 0.06 | 1.01 | -0.36 | -1.07 |
Dividends
Dividend yield
Lever Guy provided a 1.83% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.83% | 1.00% | 1.12% | 0.45% | 0.05% | 0.11% | 0.45% | 0.57% | 1.94% | 0.00% | 0.00% | 0.01% |
| Portfolio components: | ||||||||||||
SPXL Direxion Daily S&P 500 Bull 3X Shares | 1.31% | 0.74% | 0.98% | 0.33% | 0.11% | 0.22% | 0.84% | 1.02% | 3.88% | 0.00% | 0.00% | 0.00% |
TQQQ ProShares UltraPro QQQ | 2.36% | 1.27% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lever Guy. 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 Lever Guy was 73.04%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.
The current Lever Guy drawdown is 50.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.04% | Feb 20, 2020 | 23 | Mar 23, 2020 | 109 | Aug 26, 2020 | 132 |
| -72.43% | Dec 28, 2021 | 202 | Oct 14, 2022 | 419 | Jun 17, 2024 | 621 |
| -53.74% | Aug 30, 2018 | 80 | Dec 24, 2018 | 145 | Jul 24, 2019 | 225 |
| -53.46% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -47.33% | May 2, 2011 | 108 | Oct 3, 2011 | 101 | Feb 28, 2012 | 209 |
Volatility
Volatility Chart
The current Lever Guy volatility is 43.40%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 2.00, 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
| SPXL | TQQQ | |
|---|---|---|
| SPXL | 1.00 | 0.90 |
| TQQQ | 0.90 | 1.00 |