S&P 500 Top 3 by Market Cap, Fixed 50/30/20 Quarterly Rebalance
3+64.3x“50% #1 S&P 500 Holding 30% #2 S&P 500 Holding 20% #3 S&P 500 Holding Rebalanced Monthly. Last 30 years or up until you have enough data”
2026-07-16S&P 500 Top 3, Fixed-Weight Mega-Cap Index (50/30/20)
3+64.3x“50% #1 S&P 500 Holding 30% #2 S&P 500 Holding 20% #3 S&P 500 Holding Rebalanced Monthly. Last 20 years or up until you have enough data”
2026-07-16QQQ Core & Leveraged Overlay, Annual Rebalance
5+45.6x“30% #2 QQQ Holding 20% #3 QQQ Holding 10% #1 QQQ Holding 20% TQQQ 20% QLD Rebalanced annually. Last 20 years or up until you have enough data”
2026-07-16QQQ Core & Leveraged Overlay, Top 3 Holdings + TQQQ + QLD
5+34.2x“20% #2 QQQ Holding 20% #3 QQQ Holding 20% #1 QQQ Holding 20% TQQQ 20% QLD Rebalanced quarterly. Last 20 years or up until you have enough data”
2026-07-16QQQ Core & Leveraged Overlay, Top 3 Holdings + TQQQ/QLD
5+45.6x““30% #2 QQQ Holding 20% #3 QQQ Holding 10% #1 QQQ Holding 20% TQQQ 20% QLD Rebalanced quarterly. Last 20 years or up until you have enough data””
2026-07-16