20 Years in the Making: The Stars Model's Evolution

Two decades ago, the concept was born: outperform the SPY by adding a volatile component. A decade later, TQQQ was selected as that component. Today, SPY and TQQQ are among the most actively traded ETFs, holding 650 stocks for broad diversification.

What makes them unique? Unlike most investors who aim to buy low and sell high, SPY and TQQQ incrementally buy higher and sell lower—an approach that has driven strong long-term performance. Over the past 14 years, SPY has delivered a 13% annual return, while TQQQ has soared with a 40% annual return.

These ETFs are dynamic, constantly adapting:

  • SPY adjusts its weightings to favor rising stocks.
  • TQQQ refines its holdings by investing in the fastest-growing stocks and exiting underperformers. Think of it as holding the top 50 growth leaders at any time.

The Stars Model builds on these powerful ETFs, applying strategic rules to drive extraordinary results. The journey has been 20 years in the making, and the momentum continues.