Composer · investment strategy
by Composer Technologies · via Composer
A diversified income portfolio mixing covered‑call stock funds with corporate bonds to target frequent cash payouts. It balances yield and stability, rebalancing weekly, and accepts limited upside and market/credit risks in exchange for steady income.
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 Income / dividends 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.
Split the money into three buckets and keep those weights each week.<br>- 30%: JEPI & JEPQ — big US stock baskets that also sell options for extra income.<br>- 30%: QYLD, XYLD, RYLD — own Nasdaq/S&P 500/Small‑caps and sell calls for income.<br>- 40%: SDIV (high‑dividend stocks), LQD (high‑quality corporate bonds), HYG (riskier high‑yield bonds).<br>Most pay monthly on different dates, aiming to create cash most weeks. You trade some upside for steadier income.
A diversified income portfolio mixing covered‑call stock funds with corporate bonds to target frequent cash payouts. It balances yield and stability, rebalancing weekly, and accepts limited upside and market/credit risks in exchange for steady income.
Strong risk-adjusted stability with steady income: out-of-sample Calmar ~11.8 and max drawdown ~0.73% vs SPY. OOS return ~8.6%. More reliable cash flow and downside protection than the S&P 500.
Diversified income portfolio combining covered call ETFs, high dividend equity funds, and investment-grade bonds for consistent weekly cashflow generation. Allocates across equity premium income, covered call strategies, and fixed income to balance yield with stability.
Every value on file, each labelled with its calculation basis and as-of date.
| AI categories (Composer) | cashflow, corporate bonds, covered-call etfs, diversified, dividend stocks, income investing, moderate risk, monthly distributions | ||
| Asset classes / instruments | equities |
| Rebalance frequency | weekly |
| Return, out-of-sample period (annualized) (out-of-sample) | 8.62% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 0.43% | ||
| Return, trailing 1 month (out-of-sample) | 0.00% | ||
| Return, trailing 1 year (out-of-sample) | 0.00% | ||
| Return, trailing 3 months (out-of-sample) | 0.00% |
| Calmar ratio, out-of-sample period (out-of-sample) | 11.79 | ||
| Maximum drawdown, out-of-sample period (out-of-sample) | -0.73% | ||
| Sharpe ratio, out-of-sample period (out-of-sample) | 2.28 | ||
| Standard deviation, out-of-sample period (out-of-sample) | 3.97% |
Collective2
Composer Technologies · Composer
