Surmount · investment strategy
by Quantbase · via Surmount
A tactical strategy targeting tech & crypto leaders like NVDA, COIN & BTC trends—built to capture upside while actively managing risk and drawdowns.
Description from Surmount
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.
Each rule is quoted word for word from the strategy's own documents.
“The strategy applies risk management by monitoring drawdowns and recent returns, dynamically modifying allocations to control downside risk”
“It uses daily market data and Bitcoin price trends as indicators to adjust portfolio weights.”
1 positions as of 2026-10-20
by the source.
Fitted to 117 returns (model) from 2025-06-20 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.09 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.41 (90%: 0.10 to 0.57)
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.
0.0% of weight in (IVV: 3.0%)
No funds
No stated fossil-fuel rule; the exposure is shown for reference. : 100% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 0% · 2026-10-20
Strategies that share its Aggressive risk label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
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.
2 missing
The text the rules are quoted from, with where it came from.
The AlphaFactory "Technology & Crypto" strategy focuses on managing exposure across a selected set of cryptocurrency-related and technology equities. - Crypto and related stocks: COIN, MSTR, BITO - Technology chip and hardware stocks: NVDA, AMD It uses daily market data and Bitcoin price trends as indicators to adjust portfolio weights. The strategy applies risk management by monitoring drawdowns and recent returns, dynamically modifying allocations to control downside risk and capture growth opportunities. Portfolio weights are continuously rebalanced based on these quantitative signals to maintain a tactically managed position in the targeted assets.
A tactical strategy targeting tech & crypto leaders like NVDA, COIN & BTC trends—built to capture upside while actively managing risk and drawdowns.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | crypto, equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Technology: 89.6% · Financial Services: 10.4% | 2026-10-20 |
| Investors following (Surmount) | 3 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 25.84% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 3.03% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | -8.32% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | -3.84% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 429.42% |
| Maximum drawdown (Surmount tracking) (model tracking) | -29.68% |
| Risk score (Surmount) | 2.52 | 2026-10-20 |
Composer Technologies · Composer
Composer Technologies · Composer
