Orix Wealth

Ultra-Leveraged Portfolio

Leveraging on their strengths to head straight towards success

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Ready to take your investments to the next level? An ultra-leveraged portfolio is a thrilling opportunity for those looking to make bold moves and amplify their profits. By using leverage, you can potentially boost your returns in today’s dynamic market, where every swing can be a chance for significant gains. Yes, it comes with added risk, but for investors who aren’t afraid to push the envelope, the rewards can be huge. If you’re someone who thrives on the excitement of risky, high-reward investments, an ultra-leveraged portfolio might just be the opportunity you’re looking for. Ready to push the limits? The potential is there for the taking.

The following six assets, strategically selected to maximize potential returns, are perfectly suited for an ultra-leveraged portfolio, offering high-risk, high-reward opportunities in today’s dynamic financial landscape.

 

Symbol

Asset Name

Asset Type

1

SPUU

Direxion Daily S&P 500 Bull 2x Shares

ETF

2

TNA

Direxion Daily Small Cap Bull 3x Shares

ETF

3

TQQQ

ProShares UltraPro QQQ

ETF

4

SSO

ProShares Ultra S&P500

ETF

5

GDXU

MicroSectors Gold Miners 3X Leveraged ETN

ETF

6

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

ETF

Portfolio Performance

Simulated Portfolio Returns

Benchmark SPY

Alpha Over Benchmark

62.84%

26.01%

36.83%

SPUU 

Direxion Daily S&P 500 Bull 2x Shares (SPUU) offers investors a powerful way to potentially double the returns of the S&P 500 index. Designed for those seeking aggressive growth, SPUU amplifies gains from the stock market’s movements, making it an ideal choice for risk-tolerant investors looking to capitalize on bullish trends. With its 2x leverage, SPUU can be a game-changer for those who believe in the continued strength of the U.S. economy and want to make the most of it. However, it’s important to note that this ETF comes with increased risk, making it best suited for investors with a high-risk appetite and a short-term outlook. For a portfolio seeking high-reward opportunities, SPUU is a bold and strategic addition.

TNA

Direxion Daily Small Cap Bull 3x Shares (TNA) is a high-octane ETF that aims to triple the returns of small-cap stocks in the U.S. market. For investors with a high-risk tolerance, TNA offers an exciting opportunity to amplify gains in the fast-moving small-cap sector. These stocks tend to be more volatile but can deliver impressive growth, especially when market conditions are favorable. By including TNA in your portfolio, you’re positioning yourself to capitalize on the potential of small-cap stocks while taking on more risk for potentially larger rewards. It’s a bold choice for those seeking aggressive growth and willing to embrace the power of leverage.

TQQQ

ProShares UltraPro QQQ (TQQQ) is an ultra-leveraged ETF that seeks to deliver three times the daily performance of the NASDAQ-100 Index. Ideal for investors looking to magnify their exposure to the tech-heavy index, TQQQ offers a bold opportunity for high-reward growth. With top companies like Apple, Microsoft, and Amazon driving the market, this ETF gives you a chance to ride the wave of innovation. While it carries higher risk, TQQQ can deliver substantial returns when tech stocks are on the rise, making it an enticing option for aggressive investors aiming to capitalize on the sector’s growth potential.

SSO

ProShares Ultra S&P 500 (SSO) is a high-powered way to double down on the market’s biggest names. Designed to deliver twice the daily returns of the S&P 500, this leveraged ETF gives investors amplified exposure to blue-chip stocks like Apple, Microsoft, and Tesla. When the market is climbing, SSO can supercharge gains, making it a compelling choice for those looking to maximize short-term growth. While it comes with added risk, its potential for outsized returns makes it a valuable tool for investors with a bullish outlook on the U.S. economy.

GDXU 

MicroSectors Gold Miners 3X Leveraged ETN (GDXU) is built for investors who want to supercharge their exposure to gold mining stocks. Designed to deliver three times the daily performance of the S&P Gold Miners Index, this ETN is a high-risk, high-reward play on the precious metals sector. When gold prices surge, gold miners often see even bigger gains, making GDXU a powerful tool for bullish investors looking to capitalize on market swings. While the leverage adds volatility, it also creates an opportunity for amplified returns, making it a strategic addition for those seeking aggressive portfolio growth.

DFEN 

Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) is for investors looking to amplify their exposure to the booming defense sector. This leveraged ETF aims to deliver three times the daily performance of the aerospace and defense industry, a space driven by rising global security demands and government defense spending. With major players in military technology, aviation, and defense contracting, DFEN provides a high-risk, high-reward opportunity for those bullish on the industry’s long-term growth. For investors seeking aggressive gains in a sector with strong global demand, DFEN offers a powerful way to play the market.

Risks & Assumptions

  • The strategy may have a look-ahead bias, using future data that wasn’t available at the time, leading to inaccurate results.
  • Past price movements don’t guarantee future performance, causing potential variations.
  • Over-optimization can occur, making results too tailored to past data and less reliable in the future.
  • The model assumes no slippage, though real trades may execute at different prices.
  • Data dredging risk exists, where favorable results are cherry-picked from multiple tests.
  • Unforeseen events can impact performance.
  • The strategy may suffer from data mining, selection, and backfill biases.
  • Success in one market doesn’t guarantee the same in another.

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Disclaimer

This portfolio report is for informational purposes only and should not be considered investment advice, an offer, or a solicitation to buy or sell any financial instruments. The information presented is based on publicly available data and sources believed to be reliable, but its accuracy, completeness, and timeliness are not guaranteed.

Past performance does not guarantee future results, and all investments involve risk, including potential loss of principal. The report may contain forward-looking statements that are subject to uncertainties and market fluctuations. Any projections or analyses provided are purely illustrative and should not be relied upon as a basis for investment decisions.

The strategies discussed may not be suitable for all investors. Readers should conduct their own due diligence and seek professional financial advice tailored to their specific investment objectives and risk tolerance. Neither the publisher nor its affiliates assume any liability for financial losses incurred from the use of this report.

This document is intended for private circulation and should not be reproduced, distributed, or shared without prior consent. Trading in financial instruments, including fintech stocks and cryptocurrencies, carries significant risk. Proceed with caution and informed judgment.