QQQ (INVESCO QQQ TRUST SERIES 1)


Portfolios holding QQQ - sorted by percentage allocation

The strategy uses technical trading indicators to actively trade index ETFs. The strategy is appropriate for investors that are looking to sidestep market downturns, while still participating in the upside.

Strategy
ETFs / Funds
Sharpe ratio
0.79 365 days
Performance
13.7% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

Value and Growth are joined at the hip – Warren Buffett. The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.

Strategy
Stocks
Sharpe ratio
0.80 365 days
Performance
13.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min


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Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by IBKR Asset Management using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.