Composer · investment strategy
by Composer Technologies · via Composer
A simple, fixed‑weight U.S. stock portfolio: 20% Berkshire Hathaway, 20% S&P 500 (VOO), 30% Nasdaq‑100 (QQQM), 30% U.S. large‑cap growth (SCHG). Rebalanced daily. Heavy tilt to mega‑cap growth/tech; Berkshire adds a diversified, quality ballast.
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 Technology label, from other sources first, strongest risk-adjusted return first.
Collective2
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.
6 missing
The text the rules are quoted from, with where it came from.
It keeps a fixed mix of four U.S. stock holdings and resets to these weights each day: - 20% BRK.B: Berkshire Hathaway (Buffett’s conglomerate: insurance, railroad, utilities, lots of cash). - 20% VOO: S&P 500 fund (broad U.S. market). - 30% QQQM: Nasdaq‑100 fund like QQQ but with a lower fee; very tech‑heavy. - 30% SCHG: U.S. large‑cap growth fund (Apple, Microsoft, Nvidia, Alphabet, etc). Net effect: 100% stocks, tilted to big‑growth/tech; Berkshire adds some balance.
A simple, fixed‑weight U.S. stock portfolio: 20% Berkshire Hathaway, 20% S&P 500 (VOO), 30% Nasdaq‑100 (QQQM), 30% U.S. large‑cap growth (SCHG). Rebalanced daily. Heavy tilt to mega‑cap growth/tech; Berkshire adds a diversified, quality ballast.
Out-of-sample, this fixed 4-asset mix delivers strong risk-adjusted growth: Sharpe ~1.61, Calmar ~2.05. Berkshire ballast + daily rebalance add discipline and steadier upside/downside than the S&P 500 (about 21% vs 23% annualized).
Every value on file, each labelled with its calculation basis and as-of date.
| AI categories (Composer) | daily rebalance, growth tilt, large-cap, static allocation, tech-heavy, us equities | ||
| Asset classes / instruments | equities |
| Rebalance frequency | daily |
| Return, out-of-sample period (annualized) (out-of-sample) | 21.14% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 30.51% | ||
| Return, trailing 1 month (out-of-sample) | 3.86% | ||
| Return, trailing 1 year (out-of-sample) | 15.72% | ||
| Return, trailing 3 months (out-of-sample) | 4.84% |
| Calmar ratio, out-of-sample period (out-of-sample) | 2.05 | ||
| Maximum drawdown, out-of-sample period (out-of-sample) | -10.32% | ||
| Sharpe ratio, out-of-sample period (out-of-sample) | 1.61 | ||
| Standard deviation, out-of-sample period (out-of-sample) | 12.43% |
Composer Technologies · Composer
Composer Technologies · Composer
