Composer · investment strategy
by Composer Technologies · via Composer
Core S&P 500 portfolio with added tech growth (QQQ) and two income sleeves (SCHD, JEPQ). Heavier in big tech; rebalanced monthly to keep the growth/income mix steady.
Description from Composer
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
No rules extracted from this strategy’s text yet.
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Income / dividends label, from other sources first, strongest risk-adjusted return first.
Interactive Advisors
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
6 missing
The text the rules are quoted from, with where it came from.
65% VOO = 500 biggest U.S. companies (broad base). 20% QQQ = large, tech‑heavy Nasdaq‑100 (more growth). 7.5% SCHD = strong dividend payers (steady income). 7.5% JEPQ = Nasdaq stocks that sell call options to pay extra income and soften swings. Rebalanced monthly to keep these weights.
Core S&P 500 portfolio with added tech growth (QQQ) and two income sleeves (SCHD, JEPQ). Heavier in big tech; rebalanced monthly to keep the growth/income mix steady.
Tech‑tilt core with income sleeves (SCHD/JEPQ) aims for growth near the S&P while adding income and downside control. Out‑of‑sample: 11.46% return vs 11.74% for SPY, beta ~1.07, Calmar 2.41—similar upside with steady cash flow and smoother risk.
Every value on file, each labelled with its calculation basis and as-of date.
| AI categories (Composer) | covered-call income, dividend income, etf portfolio, monthly rebalancing, tech tilt, us large-cap equities | ||
| Asset classes / instruments | equities |
| Rebalance frequency | monthly |
| Return, out-of-sample period (annualized) (out-of-sample) | 11.46% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 4.17% | ||
| Return, trailing 1 month (out-of-sample) | 2.61% | ||
| Return, trailing 1 year (out-of-sample) | 13.69% | ||
| Return, trailing 3 months (out-of-sample) | 3.98% |
| Calmar ratio, out-of-sample period (out-of-sample) | 2.41 | ||
| Maximum drawdown, out-of-sample period (out-of-sample) | -4.76% | ||
| Sharpe ratio, out-of-sample period (out-of-sample) | 0.88 | ||
| Standard deviation, out-of-sample period (out-of-sample) | 13.49% |
Collective2
Composer Technologies · Composer
