Composer · investment strategy
by Composer Technologies · via Composer
A concentrated, long‑only bet on the AI infrastructure stack—chips, data‑center/bitcoin miners, and the electricity/fuel behind them—rebalanced yearly. The creator suggests an external SMH put as a partial downside hedge.
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.
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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 Thematic 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.
It buys 8 U.S. stocks tied to the AI buildout and rebalances once a year.<br>- Chips: INTC (Intel), AVGO (Broadcom).<br>- Data‑center/Bitcoin miners: CORZ, IREN, APLD.<br>- Power/fuel: VST, CEG (electricity), EQT (natural gas).<br>Long‑only. The creator suggests an outside hedge: a long‑dated put on SMH (a semiconductor-stock fund) sized at ~22.75% of your total.
A concentrated, long‑only bet on the AI infrastructure stack—chips, data‑center/bitcoin miners, and the electricity/fuel behind them—rebalanced yearly. The creator suggests an external SMH put as a partial downside hedge.
Concentrated, long‑only AI infrastructure bet (chips, data centers/miners, power). OOS: ~21.2% annualized return vs SPY ~16.5%. Higher upside if AI growth accelerates, but with higher volatility and drawdowns (~33%). Annual rebalance; optional hedge available.
This is now the LONG ONLY version that does NOT have the VanEck $SMH [PUT] option in the case of a down turn (having a [PUT/CALL] option in a symphony is not available on the platform). Also since the Golden Share investment by the Gov't, I've decided to LONG Intel (INTC). To 100% replicate the real fund, please go to the options area and buy a long-dated SMH put that would represent 22.75% of the notional amount of your total.
Every value on file, each labelled with its calculation basis and as-of date.
| AI categories (Composer) | annual rebalance, concentrated, crypto miners, energy (natural gas), long-only, power & utilities, semiconductors, thematic ai, us equities | ||
| Asset classes / instruments | equities |
| Rebalance frequency | yearly |
| Return, out-of-sample period (annualized) (out-of-sample) | 21.18% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 19.71% | ||
| Return, trailing 1 month (out-of-sample) | -4.51% | ||
| Return, trailing 1 year (out-of-sample) | 0.00% | ||
| Return, trailing 3 months (out-of-sample) | -13.37% |
| Calmar ratio, out-of-sample period (out-of-sample) | 0.63 | ||
| Maximum drawdown, out-of-sample period (out-of-sample) | -33.39% | ||
| Sharpe ratio, out-of-sample period (out-of-sample) | 0.63 | ||
| Standard deviation, out-of-sample period (out-of-sample) | 50.87% |
Collective2
Composer Technologies · Composer
