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Auto-Managed QQQ

A tech-focused bot that rides uptrends in QQQ, then moves to cash when momentum fades.

By Amaltash Advisors LLC

Investment thesis

This strategy keeps things simple by watching the long-term trend of a major tech-heavy index. When prices are trading above their long-term average and that average is sloping upward, the strategy leans into the position, aiming to ride the wave of a healthy uptrend. If momentum fades or the trend starts to break down, it steps aside and rotates into a safer, cash-like holding to help protect capital while waiting for the next opportunity. This is a long-only approach, meaning it never bets against the market, it simply chooses between being invested in growth or parked safely on the sidelines. A built-in exit threshold also helps limit losses if the trend reverses sharply, making this a straightforward tool for investors who want growth exposure without needing to watch the market every day.

How it works

  1. Stays invested in QQQ during healthy uptrends

  2. Moves to cash-like SGOV when trend weakens

  3. Checks daily, no constant monitoring needed

  4. Cuts losses if prices drop sharply

Works best when

  • When tech stocks are climbing steadily over weeks or months
  • When the overall market mood is positive and growth is favored
  • When volatility is calm and trends stay intact
  • When you want growth without watching charts all day

Watch out for

  • When the market crashes suddenly and prices plummet before the bot can react
  • When tech stocks bounce around wildly with no clear direction
  • When uptrends reverse quickly after the bot gets invested
  • When the market stays flat for long periods with no real movement

Performance

Backtested

Sign in to see performance

Hypothetical backtest results, risk numbers and stress-test outcomes are shown only to signed-in investors, after the advisory fee and alongside the S&P 500. Backtested results are not returns any account earned.

Track record

Strategy created
Sep 24, 2026
First listed
Sep 24, 2026
Current version
Version 16
since Sep 24, 2026
Live track record
Not yet
no combined account history

Portfolio

2 holdings · target weights for version 16, as of Sep 24, 2026. Actual positions vary with signals.

Unclassified100%
HoldingTarget weightMarket cap
QQQ
Invesco QQQ Trust, Series 1
—
100%
—
SGOV
iShares 0-3 Month Treasury Bond ETF
—
0%
—

Risk & rules

The automated rules that limit losses.

Portfolio guardrail
From the account’s high point · closes every position
Max drawdown 20% → Close all & pause
Per-position rules
Same for all 2 holdings · closes one position
Stop loss 12%Take profit 50%Leverage None

Stops trigger on the next available price. A price gap, overnight or in a fast market, can fill well below the 12% level.

Stress tests

Ten difficult markets, chosen in advance. Eight replay real trading days; two are modelled stand-ins.

MarketMethodResult
The Bull Run of 2016–17ModelledSign in to view
The 2020 ReboundReplaySign in to view
The 2022 SlumpReplaySign in to view
The COVID CrashReplaySign in to view
The Christmas 2018 ScareReplaySign in to view
The Year That Went NowhereModelledSign in to view
The Wild Swings of Late 2022ReplaySign in to view
The Quiet YearReplaySign in to view
The Magnificent Seven YearReplaySign in to view
When Tech Handed Over to OilReplaySign in to view

Fees

Licensing fee
None
Advisory fee
Up to 1.00% a year
On deployed capital, billed on your balance
Advisory fee on $10,000 at the maximum rate
1 year
$100
3 years
$300
5 years
$500

Assumes the balance stays at $10,000. Spreads and regulatory fees may also apply.

What does Auto-Managed QQQ hold?
Holdings (2): QQQ, SGOV.
How often does it check its rules?
Once a day, on daily prices.
What happens if a risk limit breaks?
If the account falls 20% from its high point, it sells everything and stops trading.
When does this kind of strategy tend to struggle?
When the market crashes suddenly and prices plummet before the bot can react; When tech stocks bounce around wildly with no clear direction; When uptrends reverse quickly after the bot gets invested; When the market stays flat for long periods with no real movement.

Important information

Risk Disclosure: Trading in financial instruments involves substantial risk, including the possible loss of your entire investment, and may not be suitable for all investors. Prices can be affected by external factors such as financial, regulatory, or political events. Trading on margin or with leverage increases potential losses. Past performance is not indicative of future results.

Not Financial Advice: The information provided on this platform is for informational purposes only and does not constitute investment, financial, or trading advice. We do not recommend any particular trading strategy or instrument. Please conduct your own research and consult with a qualified financial advisor before making investment decisions.

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