Financial Overview & Performance

Chronological Progression

• Total Scope: Five sequential campaigns on QQQ (three long, two short) from February 2019 through June 2026.
• Methodology: Every price, date, and percentage is derived directly from real charts, capturing the full record, including gains and losses.

Capital Preservation & Position Sizing

The 50% / 40% / 10% position-sizing model reflects decades of testing and stress-testing across equities, ETFs, and other financial instruments. It serves as a disciplined, tested default rather than a rigid mandate, allowing individual traders to adapt the SP-O 1, 2, and 3 (Scale Partial)print points as reference markers within their own risk tolerance and scaling preferences.

Across the three long QQQ campaigns between February 2019 and June 2026, the 50/40/10 model executed across seven SP-O profit-taking stages:

• SP-O 1 (Scale Partial) (First 50% Position): Fired 3 times, locking in gains of 25.3%, 26.0%, and 23.4%.
• SP-O 2 (Scale Partial) (Next 40% Position): Fired 3 times, locking in gains of 64.5%, 40.1%, and 45.7%.
• SP-O 3 (Scale Partial) (Final 10% Position): Fired once in the second campaign, closing out the position with a 59.9% gain.

Key Takeaway: Each percentage gain applies strictly to its allocated share slice. Once banked, those realized gains were completely insulated when subsequent trend reversals occurred.

One Loss, Named Plainly

QQQ’s 7 years produced one real loss. It is shown exactly as it occurred, not smoothed over:

• Short, April 4, 2025, entered at 441.82, closed at 501.12 on May 12, 2025: a loss of 59.30 points, -13.4%

The first short campaign opened February 24, 2022, at 322.03, closed at 298.97 on February 1, 2023, a real gain of 25.06 points, +7.5%.

Add to / Buy: The Results

Four Disciplined Re-Entries: Four AT/B-O adds fired across the seven-year record at 182.23, 208.48, 359.52, and 605.93, each one triggered as a trend proved itself rather than firing at every bounce.

Active Campaign Performance:

The most recent campaign (opened May 12, 2025, at 501.12) has achieved the following milestones:

• Printed an SP-O 1 (Scale Partial) at a 23.4% gain.
• Executed a fresh AT/B-O (Add to Buy) at 605.93.
• Reached the most recent SP-O 2 (Scale Partial) print at 730.06 (45.7% gain).
• Maintains an overall campaign ROI standing at 43.6% (218.13 points) while remaining open.

Click to watch video: QQQ Campaign Video

Click for markers: Glossary

Summary

Three long campaigns, two short, one real loss, seven SP-O (Scale Partial)stages banking real gains along the way, and four disciplined re-entries. Every number in this record came directly off the chart.

Compiled directly from the source chart. Five complete campaigns shown, three long, two short, each closing cleanly into the next. One real loss (-13.4%) is included alongside the gains, for a complete and honest record. Every price and date above was independently verified against the actual chart, including both short campaigns.

Full Sequence of Performance, QQQ 2019 to 2026 below in Appendix

Appendix

Every marker, in order, appears exactly as it appears on the chart. The loss is shaded for visibility. This table is the source record for the summary above.

Note on the ROI figure above: the 43.6% standing ROI on the final, still-open campaign reflects only the change in price from the 501.12 Buy entry to the most recent close. It does not include the value of the AT/B-O add at 605.93 or the SP-O 1 and SP-O 2 gains already banked on this campaign, both of which represent real, additional value beyond what the single ROI number shows.