In a bull market you are going to have great returns but it just seems lucky. It's almost better and sit and hold. I'd back test the parts where I wasn't in the market, how much % profits were missed out due to compounding, fees, not being in the market and the time spent.

Generally earnings aren't a great event to bet on as they get baked in until unless they are exceptional. It feels like picking up coins in front of a steam roller.