Composer · investment strategy
by Composer Technologies · via Composer
A simple buy‑and‑hold portfolio mixing AI, focused stock picks, dividend value, quality momentum, and Asia (incl. South Korea). Yearly “corridor” rebalancing trims only when weights stray too far, cutting trades, costs, and taxes while keeping the mix on target.
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 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’s a set-and-forget mix of six stock ETFs tied to themes: manager’s best ideas, artificial intelligence, dividend value, quality+momentum, broad Asia, and South Korea. Each has a target %. Once a year you check; you only trade if a slice drifts outside its band, then nudge it back.
A simple buy‑and‑hold portfolio mixing AI, focused stock picks, dividend value, quality momentum, and Asia (incl. South Korea). Yearly “corridor” rebalancing trims only when weights stray too far, cutting trades, costs, and taxes while keeping the mix on target.
AI/Asia diversification with corridor rebalancing to complement the S&P 500. Alpha potential and tax efficiency, but out-of-sample results show negative returns and higher drawdowns vs SPY; best as a satellite exposure.
A diversified buy-and-hold strategy with fixed allocations across focused opportunities, AI, dividend value, quality momentum, international core equity, and South Korea exposure. This portfolio uses corridor-based rebalancing to minimize trading while maintaining target allocations.
Every value on file, each labelled with its calculation basis and as-of date.
| AI categories (Composer) | ai theme, asia ex‑japan, buy-and-hold, corridor rebalancing, dividend value, equity, quality momentum, south korea tilt | ||
| Asset classes / instruments | equities |
| Rebalance frequency | yearly |
| Return, out-of-sample period (annualized) (out-of-sample) | -18.77% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | -7.23% | ||
| Return, trailing 1 month (out-of-sample) | 1.94% | ||
| Return, trailing 1 year (out-of-sample) | 61.39% | ||
| Return, trailing 3 months (out-of-sample) | -0.67% |
| Calmar ratio, out-of-sample period (out-of-sample) | -0.85 | ||
| Maximum drawdown, out-of-sample period (out-of-sample) | -22.12% | ||
| Sharpe ratio, out-of-sample period (out-of-sample) | -0.38 | ||
| Standard deviation, out-of-sample period (out-of-sample) | 37.23% |
Collective2
Composer Technologies · Composer
