Market cap is imaginary => Here, you are biased. Wrong, it is real, it shows market valuation of a company at the time of period. That has very important role.
I have not forgotten his rules, but for future, you need to find the best company to on board that can defeat TQQQ growth. Otherwise, blind buy TQQQ at dip is far better than any other holdings (esp. for those who time the market).
It is easy to beat the SPY market, and can possibly win over QQQ too, but hard to beat TQQQ from buy low, sell high.
For example, AAPL did not win over TQQQ last 10 years, but only one company exceeded TQQQ in last 10 years.