HomePortfoliosDirexion 77

Direxion 77

Created byuser-julfmc
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Monthly Rebalancing
EUR
High Risk
Multi-currency
12.9yr backtest

Performance Summary

Total Return+1589.57%
Annualized Return+24.50%
Volatility+167.21%
Sharpe Ratio0.13
Max Drawdown+44.71%

Holdings

Asset Allocation

Asset Class

Equity 85.0%Real Estate 15.0%
Holdings Details
High-octane leveraged ETF portfolio playing bull and bear positions in gold miners, financials, real estate, and emerging markets for tactical growth.
AssetTypeAllocationTER
JNUG.US
Direxion Daily Junior Gold Miners Index Bull 2X Shares • US25460G8318
ETF
20.0%0.95%
FAZ.US
Direxion Daily Financial Bear 3X Shares • US25460E2164
ETF
20.0%0.95%
EDC.US
Direxion Daily MSCI Emerging Markets Bull 3X Shares • US25490K2814
ETF
10.0%1.07%
INDL.US
Direxion Daily MSCI India Bull 2x Shares • US25490K3317
ETF
10.0%1.07%
EDZ.US
Direxion Daily MSCI Emerging Markets Bear 3X Shares • US25461H8613
ETF
10.0%1.07%
MIDU.US
Direxion Daily Mid Cap Bull 3X Shares • US25459W7305
ETF
10.0%1.03%
DRV.US
Direxion Daily Real Estate Bear 3X Shares • US25460G4192
ETF
10.0%1.07%
DRN.US
Direxion Daily Real Estate Bull 3X Shares • US25459W7552
ETF
5.0%1.07%
EUNL.XETRA
iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983
ETF
5.0%0.2%
Total100.0%0.97%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €168,956.69
Histogram of Monthly Returns
The portfolio had a positive return during 73 of the 155 months (47%)
Monthly Returns Heatmap
Best month: +494.0% • Worst month: -32.5% • Best year: 2014 (+480.0%) • Worst year: 2020 (-21.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.5%+14.9%-8.3%-3.0%+2.4%-7.8%-7.4%+16.3%----+6.4%
2025+1.6%-4.1%+4.0%+0.4%+1.1%-2.6%+2.6%+8.5%+10.3%+1.3%+6.2%-0.7%+31.2%
2024-3.0%-3.0%+12.0%+5.2%+2.1%-1.7%+4.8%-5.7%+1.0%+6.3%-3.7%+2.0%+16.1%
2023+0.5%-0.2%+11.9%-3.0%+2.7%-2.1%+0.1%+0.4%+2.7%+1.4%+1.0%+0.1%+15.7%
2022-4.2%+5.2%+3.1%+6.9%-9.4%-2.2%+2.9%-2.5%+6.6%-6.3%+0.6%-1.5%-2.3%
2021-2.4%-6.7%-0.3%-4.2%+3.1%-2.1%-1.7%-3.4%-1.8%+1.7%+3.4%-0.9%-14.6%
2020-1.3%-5.5%-32.5%+30.4%+0.1%+0.1%+5.0%-1.5%-0.5%-1.8%-8.7%+3.3%-21.6%
2019+24.6%-1.7%+29.9%-7.2%+1.0%+7.4%+3.7%+3.7%-5.8%+12.8%-2.1%+10.0%+97.3%
2018-5.1%-4.7%+11.1%+3.7%+1.7%-0.1%-2.0%-8.8%-2.6%+21.8%-2.0%+11.9%+23.0%
2017+12.0%-1.2%+10.0%-6.7%-4.1%-2.2%-2.0%+3.2%-5.5%-0.1%-4.7%+4.7%+1.6%
2016-0.1%+21.5%-2.2%+26.4%-8.8%+17.9%+11.9%-10.7%+0.7%-5.5%-9.2%-5.0%+32.2%
2015+28.2%-2.3%-6.4%-1.4%+3.2%-4.7%-13.2%-2.6%-1.7%+0.7%-2.9%-3.5%-10.9%
2014+7.6%+8.6%-5.9%-1.2%-0.5%+18.1%-2.1%+2.4%-7.0%-14.1%-4.6%+494.0%+480.0%
2013----------4.7%-10.3%-4.2%-18.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +44.71% • The longest drawdown period lasted for 5 years and 6 months and was between February 2020 and September 2025. It reached a trough of -44.7%.

Dividend Income

Summary
This portfolio contains 8 distributing ETFs (95.0% of total allocation)

Total Dividends Received

€180,497.39

196 payments

Dividend Yield

16.18%

(annualized)

Avg Per Payment

€920.91

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€1,954.28
2025€11,946.46
2024€18,460.01
2023€12,312.21
2022€139.30
2021€579.76
2020€3,649.94
2019€64,261.60
2018€16,190.70
2017€7,002.21
2016€117.84
2014€43,874.62
2013€8.44
Total€180,497.39

Detailed Metrics

Returns
Total Return
+1589.57%
Annualized Return
+24.50%
Avg Monthly Return
+4.21%
Risk
Volatility (Annual)
+167.21%
Max Drawdown
+44.71%
Positive Months
47%
Average Drawdown
-20.3%
Risk-Adjusted
Sharpe Ratio
0.13
Risk-free rate: 2.0%
Sortino Ratio
0.74
Downside risk adjusted
Return/Volatility
0.15
Calmar Ratio
0.55
Return/Max Drawdown
Ulcer Index
22.86
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€168,956.69
Backtest Period
2013-10-03 to 2026-08-28
12.9 years
Rebalancing
monthly
Base Currency
EUR