Form ADV brochure · investment strategy
by Autopilot Advisers · via Form ADV brochure
Disclosure lag means a Pilot's trade may be stale by the time clients copy it; no lag length is stated. Frequent turnover leads mostly to short-term gains. A Pilot may inspire more than one Portfolio. Clients can Blacklist securities.
Description from Form ADV brochure
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.
“Mirrors the Pilot-inspired Portfolio after filtering”
“Clients can Blacklist securities.”
“Securities after removing short positions, options, and non-fractional securities”
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 Politician tracker label, from other sources first, strongest risk-adjusted return first.
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.
8 missing
The text the rules are quoted from, with where it came from.
Securities after removing short positions, options, and non-fractional securities
Disclosure lag means a Pilot's trade may be stale by the time clients copy it; no lag length is stated. Frequent turnover leads mostly to short-term gains. A Pilot may inspire more than one Portfolio. Clients can Blacklist securities.
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | Follows Portfolio changes (AutoTrade for Premium) |
| Minimum investment | $500 |
Quantbase · Surmount
Quantbase
