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QQQ Top 3 Concentrated + Leveraged Overlay (Quarterly Rebalance)
By MarkMade 8 Jun 20265 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
33.65% #2 QQQ Holding 33.65% #3 QQQ Holding 13.46% #1 QQQ Holding 11.54% TQQQ 7.7% UPRO Rebalanced quarterly. Last 20 years or up until you have enough data
- How much of each
- Hand-picked amounts
- Most in one company
- 34%
- Refreshed
- Every 3 months, next 8 Sept 2026
What’s inside
5 companies. The biggest is NVDA at 34%. No company can be more than 34%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 34%Rebalance: quarterly
Company pages
Each company’s price history, and the other portfolios that hold it.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout QQQ Top 3 Concentrated + Leveraged Overlay (Quarterly Rebalance)
What stocks are in QQQ Top 3 Concentrated + Leveraged Overlay (Quarterly Rebalance)?
It holds 5 companies. The largest are NVDA, MSFT, AAPL, TQQQ and UPRO.
How has QQQ Top 3 Concentrated + Leveraged Overlay (Quarterly Rebalance) performed?
+2.4% since it was made, +17.7% over the past year against +14.4% for the S&P 500, +463.1% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is QQQ Top 3 Concentrated + Leveraged Overlay (Quarterly Rebalance) weighted?
Each company's share was set individually from the data. No company can be more than 34% of the portfolio. The biggest holding is NVDA at 33.7%.
Can I invest in QQQ Top 3 Concentrated + Leveraged Overlay (Quarterly Rebalance)?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
