Wealthrise

Retirement Alpha Strategy

Time waited strategy to respect day trading rules designed to grow wealth sustainably. Compatible with PDT, GFV and other safe trading rules enforced by the SEC post 2008. Processes more than 40 indicators to catch momentum and mean reversion opportunities. The strategy trades ProShares UltraPro QQQ (TQQQ) and ProShares UltraPro Short QQQ (SQQQ) - 3X leveraged ETFs tracking the Nasdaq.

Client AUM

Client accounts

$10K

Min investment

Cash / IRA

Account type

10 Year Performance
Historical performance of Retirement Alpha Strategy • 2016-2025

Returns

Sharpe ratio1.19
CAGR62.11%
Avg. annual return95.83%
Starting capital$10,000
Gross ending capital$984,544

Stability

Max drawdown-30.68%
Avg. drawdown-10.21%
Avg. drawdown duration52 days
10 Year Comparison
Compare Retirement Alpha Strategy vs SPY, QQQ, and TQQQ buy-and-hold • 2016-2025

CAGR

Retirement Alpha
40.82%
SPY
13.59%

Max Drawdown

Retirement Alpha
-30.68%
SPY
-23.93%
10 Year Activity
Historical price action with buy/sell signals • 2016-2025
2016201720182019202020212022202320242025

Performance

Years10
Total trades512
Total wins$1,486,265
Total losses-$511,722
Net PnL$974,544

Win rate

Avg. win+13.64%
Best trade+191.83%

Loss rate

Avg. loss-1.67%
Worst trade-12.64%

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