QQQ Top Stock Rotation
Jan 2020 – Oct 2026 · OOS from Jan 1, 2026
Objective
Outperform a buy-and-hold Nasdaq-100 exposure by rotating into relative-strength leaders within the index and refreshing holdings on a fixed monthly schedule.
370.6%Total return (6.7 yr)
25.8%CAGR (6.7 yr)
29.4%Max drawdownQQQ 34.9% · SPY 33.6%
0.82Sharpe ratioSPY 0.73 · QQQ 0.83
1.53Sortino ratioSPY 1.13 · QQQ 1.38
MonthlyTrading frequency
Jan 1, 2026OOS start
$25KMin. capitalCovers $100/mo fees using 4.8% excess CAGR over QQQ (25.8% vs 21.0%), both annualized over the same 6.7-year backtest (Jan 2020 – Oct 2026). Based on backtest; not a guarantee.
Apply for membership · $100/mo
Past performance is not indicative of future results.
Style
Single-stock momentum rotation
Cadence
Monthly
How it works
A monthly stock-rotation strategy that ranks Nasdaq-100 constituents by momentum and concentrates into the strongest names in the index universe.
Risk character
Concentrated single-stock equity risk within a growth-heavy universe. Individual names can gap and underperform the index; drawdowns may exceed those of a diversified ETF benchmark during sharp rotations.
Asset classes
- US large-cap growth equities (Nasdaq-100 constituents)
- Cash when capital is not fully deployed
Benchmarks
- Nasdaq-100 (QQQ)
- S&P 500 (SPY)
Apply for membership · $100/mo
Past performance is not indicative of future results.
Performance
Strategy versus benchmarks, scaled to initial capital at period start. OOS from Jan 1, 2026 (dashed line).
Drawdowns
Peak-to-trough decline from each series' equity curve.
Apply for membership · $100/mo
Past performance is not indicative of future results.