36 strategies match
· Hover a number for its exact definition. Basis chips show what each figure is based on.
| Types | Basis | Compare | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
100% SPY Buy and HoldComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +2 | — | — | — | 17.3% | 16.0% | 0.96 | -18.8% | 50% | ||
100% SPY Tangency PortfolioComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +3 | — | — | — | 17.3% | 17.5% | 1.05 | -18.8% | 60% | ||
50/50 SPY and QQQ BenchmarkComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +3 | — | — | — | 20.5% | 22.3% | 1.25 | -20.8% | 60% | ||
70/30 SPY and RSP BlendComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +3 | — | — | — | 0.0% | 18.6% | 1.53 | -8.2% | 40% | ||
90/10 VOO and Short Treasury Buffett MixComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +5 | — | — | — | 15.7% | 13.6% | 0.91 | -20.2% | 60% | ||
Bogleheads Three-Fund PortfolioQuantbase | Quantbase | Model portfolio, Strategic asset allocation, Buy and hold +5 | 1.0% | — | 2.58 | 8.3% | — | 1.04 | -14.1% | 82% | ||
Crypto 100 Market-Cap Weighted IndexQuantbase | Form ADV brochure | Index tracker, Crypto, Rules-based algorithmic +1 | — | — | — | — | — | — | — | 18% | ||
Deadlift Index: 10 Equal-Weight Large-Cap US StocksComposer Technologies | Composer | User-built, Rules-based algorithmic, US equities +3 | — | — | — | 2.1% | 12.8% | 0.60 | -27.5% | 40% | ||
Equal-Weight SPY, QQQ, DIA and IWM QuarterlyComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +5 | — | — | — | 17.3% | 19.1% | 1.18 | -20.3% | 60% | ||
Nasdaq Crypto Index TrackerQuantbase | Form ADV brochure | Index tracker, Crypto, Rules-based algorithmic +1 | — | — | — | — | — | — | — | 18% | ||
Nasdaq-100 Benchmark (100% QQQ)Composer Technologies | Composer | User-built, Rules-based algorithmic, Index tracker +4 | — | — | — | 23.6% | 18.8% | 0.87 | -29.6% | 60% | ||
Nasdaq-100 QQQ Buy and HoldComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +5 | — | — | — | 23.6% | 25.4% | 1.16 | -22.8% | 60% | ||
Public Direct Index AccountPublic Advisors | Form ADV brochure | Direct indexing, Index tracker, US equities +1 | 0.2% | $1,000 | — | — | — | — | — | 36% | ||
QQQ Nasdaq-100 Passive HoldingComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +4 | — | — | — | 23.6% | 22.5% | 1.04 | -22.8% | 60% | ||
Russell 1000 Basic Materials Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.9% | 9.8% | 0.90 | -13.5% | 82% | ||
Russell 1000 Consumer Discretionary Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | -3.6% | 11.2% | -0.45 | -12.8% | 82% | ||
Russell 1000 Consumer Staples Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 8.8% | 5.8% | 0.29 | -10.8% | 82% | ||
Russell 1000 Dividend Growth Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 5.5% | 9.1% | 0.20 | -8.3% | 82% | ||
Russell 1000 Energy Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 4 | 46.6% | 10.6% | 2.06 | -15.0% | 82% | ||
Russell 1000 Financial Services Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 3.9% | 12.0% | -0.01 | -13.6% | 82% | ||
Russell 1000 Health Care Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 18.8% | 9.6% | 0.94 | -10.8% | 82% | ||
Russell 1000 Industrials Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 6.5% | 9.0% | 0.22 | -11.2% | 82% | ||
Russell 1000 Real Estate Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 3.1% | 3.1% | -0.05 | -11.4% | 82% | ||
Russell 1000 Technology Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 27.6% | 24.3% | 1.05 | -17.6% | 82% | ||
Russell 1000 Telecommunications Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 22.3% | 8.8% | 0.98 | -12.6% | 82% | ||
Russell 1000 Utilities Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | -6.4% | 6.7% | -0.71 | -15.4% | 82% | ||
Russell 3000 Dividend Growth Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 7.0% | 8.4% | 0.33 | -8.7% | 82% | ||
Russell Top 200 Large-Cap Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +1 | 0.2% | $100 | 3 | 16.5% | 15.0% | 0.93 | -9.8% | 82% | ||
S&P 500 Buy and Hold (SPY)Composer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +2 | — | — | — | 17.3% | 21.8% | 1.41 | -18.8% | 80% | ||
S&P 500 Buy and Hold (VOO)Composer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +3 | — | — | — | 17.3% | 19.5% | 1.22 | -18.7% | 60% | ||
S&P 500 Single-ETF Hold (SPY)Composer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +3 | — | — | — | 17.3% | 17.5% | 1.05 | -18.8% | 60% | ||
SPY Buy-and-Hold S&P 500Composer Technologies | Composer | User-built, Rules-based algorithmic, Index tracker +3 | — | — | — | 17.3% | 22.1% | 1.42 | -18.8% | 60% | ||
SPY-Only S&P 500 TrackerComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +3 | — | — | — | 17.3% | 16.3% | 0.98 | -18.8% | 60% | ||
Schwab Connection Index-Based SMA StrategiesCharles Schwab & Co. | Form ADV brochure | Separately managed account, Index tracker, US equities | — | $100k | — | — | — | — | — | 27% | ||
Schwab Select Balanced and Equity Index SMAsCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Multi-asset +1 | — | — | — | — | — | — | — | 18% | ||
VOO S&P 500 Buy and HoldComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +2 | — | — | — | 17.3% | 19.7% | 1.53 | -8.9% | 40% |
Composer Technologies · Composer
Composer Technologies · Composer
Composer Technologies · Composer
Composer Technologies · Composer
Composer Technologies · Composer
Quantbase
Quantbase · Form ADV brochure
Composer Technologies · Composer
Composer Technologies · Composer
Quantbase · Form ADV brochure
Composer Technologies · Composer
Composer Technologies · Composer
Public Advisors · Form ADV brochure
Composer Technologies · Composer
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Interactive Advisors
Composer Technologies · Composer
Composer Technologies · Composer
Composer Technologies · Composer
Composer Technologies · Composer
Composer Technologies · Composer
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Composer Technologies · Composer
