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Index
Leveraged QQQ Core — Top 3 Holdings + TQQQ/UPRO (Quarterly Rebalance)
“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” — by Mark
built · 2026-06-08 11:42·rebalance · quarterly·next run · 2026-09-08
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| NVDA | 33.7% | — | — | — | — | — |
| MSFT | 33.7% | — | — | — | — | — |
| AAPL | 13.5% | — | — | — | — | — |
| TQQQ | 11.5% | — | — | — | — | — |
| UPRO | 7.7% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 5
click a row to drill in ↗NameAllocation· cap 34%Rationale
NVDA——33.65%#2 QQQ holding by weight — NVIDIA is the largest Nasdaq-100 constituent by market cap ($4.97T) with exceptional 85.2% YoY revenue growth and 10.7x return over 5 years. Weighted at 33.65% per the user's specified allocation for the #2 QQQ holding.MSFT——33.65%#3 QQQ holding by weight — Microsoft ($3.1T market cap) shows 18.3% YoY revenue growth, strong 34% ROE, and 7x return over 10 years. Weighted at 33.65% per the user's specified allocation for the #3 QQQ holding.AAPL——13.46%#1 QQQ holding by weight — Apple ($4.5T market cap) with 16.6% YoY revenue growth and 11.4x return over 10 years. Weighted at 13.46% per the user's specified allocation for the #1 QQQ holding.TQQQ——11.54%ProShares UltraPro QQQ — 3x leveraged daily exposure to the Nasdaq-100 Index. Provides amplified upside (and downside) to the broader tech-heavy index. Weighted at 11.54% per the user's specified allocation.UPRO——7.70%ProShares UltraPro S&P500 — 3x leveraged daily exposure to the S&P 500 Index. Adds diversified large-cap US equity exposure beyond just Nasdaq. Weighted at 7.7% per the user's specified allocation.
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weighting · fixed · cap=34%
rebalance · quarterly
