Fund index
TQQQ
18 articles on this site analyse TQQQ — 5 of them head-on.
Most often compared against
5Measures applied to it
8All articles
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Fractional Kelly: A Disciplined Way to Size a High-Volatility Satellite Sleeve
Full Kelly maximizes long-run compound growth in theory, but it assumes you know your edge exactly — a condition that essentially never holds with a...
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Volatility Targeting: How Scaling Exposure to a Risk Budget Changes Long-Term Outcomes
Volatility targeting scales exposure inversely to expected volatility so the portfolio holds a roughly constant risk budget — it works because volatility is...
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The Honest Math of Daily-Reset Leverage: What QLD, SSO, and TQQQ Actually Cost in a 4% Rate Regime
A 2x daily-reset ETF such as QLD does not deliver 2x the annual return of the Nasdaq-100. It delivers roughly 2x of each daily return, compounded — a...
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Why Capital Preservation Is the Secret to Winning with Leveraged Assets
The case for capital preservation in a leveraged portfolio is not a temperament argument — it is an arithmetic one. Drawdown recovery is non-linear: a 50%...
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What Rising Interest Rates Mean for Leveraged ETF Borrowing Costs
Leveraged ETFs do not borrow on margin. They obtain exposure through total return swaps whose financing leg is reset daily at short-term rates (Fed Funds or...
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TQQQ Analysis: Is a 3x Nasdaq-100 Strategy Viable for a 30-Year Horizon?
TQQQ's 10-year 44.9% CAGR was earned in a specific regime — near-zero financing costs, persistent Nasdaq-100 leadership, manageable realized volatility. The...
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Leveraged ETFs vs Index ETFs: What Daily Reset Actually Costs a Long-Term Holder
Leveraged ETFs are engineered to deliver a multiple of the index's daily return, then reset every evening. Their multi-year payoff is path-dependent, not...
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Can Leveraged ETFs Be Part of a Long-Term Portfolio? Risk Mitigation Strategies
Daily-reset leveraged ETFs are not buy-and-hold instruments. Holding-period return depends on the realized path of the underlying, not just its start and...
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The Honest Math of Leveraged ETFs - Path Dependency, Volatility Decay, and the Behavioral Gap
Over the last five years, TQQQ delivered a 27.0% CAGR while QQQM delivered 17.6% — a ratio of 1.53x, not the 3x the leverage label implies. Realized...
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The Math of Leveraged ETF Decay: Myth vs. Reality in Trending Markets
Daily-reset leverage produces a return that, over any non-trivial horizon, is not L times the index — it is L times the daily return, compounded, then taxed...
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Leveraged ETF Satellites in a Long-Term Core: The Drawdown Math Most Plans Skip
Over the last five years, TQQQ (3x QQQ) realized a 27.0% CAGR — roughly 1.5x QQQM's 17.6%, not 3x — while drawing down 81.7% peak-to-trough. QLD (2x QQQ)...
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The Honest Math of Leveraged ETFs: What Long-Horizon Investors Need to Understand Before Holding 2x or 3x
Over the trailing five years, TQQQ compounded at 27.0% while QQQ compounded at 17.6%. A 3x daily-reset product captured roughly 1.5x of the underlying — not...
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TQQQ vs QQQM: What Live Returns Reveal About 3x Leverage Over a Full Cycle
Over the trailing five years, TQQQ realized only ~1.53× the CAGR of QQQM (27.0% vs 17.6%), not 3×. Daily resets, financing costs, and the 2022 drawdown...
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VOO vs QQQM vs TQQQ: What 5-Year Volatility and Drawdown Tell Us About Leverage in a Long-Term Core
Over the trailing five years, TQQQ delivered ~27.0% annualized but with 66.6% realized volatility and an 81.7% peak-to-trough drawdown — a hole that...
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The Honest Math of Leveraged ETFs: A 5-Year Data Read on TQQQ, SSO, and UPRO
Over the trailing five years, TQQQ delivered roughly 1.5x the realized CAGR of QQQM — not 3x — while taking on roughly 3x the drawdown and 3x the...
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Buy and Hold in 2026: What Rebalancing Discipline Actually Adds to Long-Term ETF Returns
Buy-and-hold is still the right base case for long-horizon ETF investors, but pure drift quietly converts a balanced portfolio into something the investor...
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VOO, QQQM, and SCHD: What Five-Year Risk and Return Actually Say About a Long-Term Core
QQQM produced the highest five-year CAGR (17.6%), but at 22.3% realized volatility and a −35.0% drawdown — a single-regime number, not a permanent ranking....
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If the Nasdaq 100 Corrects 20%, Will Long-Term Investors Lose Money? (10+ Year Analysis)
A 20% Nasdaq-100 drawdown is the index's textbook resting state, not its tail event — the real long-term risk lives in the 50% and 80% drawdowns sitting in...
Mentions are detected across the full text of every article, so an appearance may be a passing comparison rather than the subject. Nothing here is a recommendation to buy or sell — see the disclaimer.