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QQQ Top Stock Rotation

$100/mo

Jan 2020 – Aug 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.
382.7%Total return (6.6 yr)
27.0%CAGR (6.6 yr)
29.4%Max drawdownQQQ 34.9% · SPY 33.7%
0.85Sharpe ratioSPY 0.75 · QQQ 0.82
1.58Sortino ratioSPY 1.15 · QQQ 1.36
MonthlyTrading frequency
Jan 1, 2026OOS start
$20KMin. capitalCovers $100/mo fees using 6.1% excess CAGR over QQQ (27.0% vs 20.8%), both annualized over the same 6.6-year backtest (Jan 2020 – Aug 2026). Based on backtest; not a guarantee.

Jan 2020 – Aug 2026 · OOS from Jan 1, 2026 · Backtested · Full report for members

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)

Jan 2020 – Aug 2026 · OOS from Jan 1, 2026 · Backtested · Full report for members

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.

Jan 2020 – Aug 2026 · OOS from Jan 1, 2026 · Backtested · Full report for members

Apply for membership · $100/mo

Past performance is not indicative of future results.