Composer · investment strategy
by Composer Technologies · via Composer
A daily-buy, rules-based portfolio that heavily tilts to Big Tech/AI and S&P 500 growth, with smaller slices of software, payments, consumer, energy/defense, and an 8% gold/silver hedge. Simple equal-splits within buckets; rebalanced daily.
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.
41 positions as of 2026-10-11
: the platform's backtest holdings, not a client account.
Top 25 of 41 shown.
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.
4.4% of weight in (IVV: 3.0%)
4 funds (SEC N-PORT, as of 2026-05-31)
This strategy’s rules haven’t been extracted yet, so there’s no claim to compare with. The measurement is still shown. : 100% · 2026-10-11 ()
0.0% of weight in (SPY: 0%)
This strategy’s rules haven’t been extracted yet, so there’s no claim to compare with. The measurement is still shown. : 100% · 2026-10-11 ()
0 of 40 funds in its are
This strategy’s rules haven’t been extracted yet, so there’s no claim to compare with. The measurement is still shown. : 100%
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.
4 missing
The text the rules are quoted from, with where it came from.
Each day, your deposit is split across 5 buckets and reset to target weights. 64% goes to 16 large names (Big Tech/AI, energy/defense, gold/silver) at 4% each. 20% goes to VOO and VOOG (10% each). 6% to Alphabet split (GOOG/GOOGL, 3% each). 4% to 5 growth names (0.8% each). 6% to 15 smaller positions (≈0.4% each). No timing—just daily buys.<br>
A daily-buy, rules-based portfolio that heavily tilts to Big Tech/AI and S&P 500 growth, with smaller slices of software, payments, consumer, energy/defense, and an 8% gold/silver hedge. Simple equal-splits within buckets; rebalanced daily.
Out-of-sample, this daily-buys strategy targets big-tech/AI growth with a gold/silver hedge, delivering ~33% annual return vs ~17% for the S&P 500, plus higher risk-adjusted Sharpe (~1.45 vs ~1.01) and Calmar (~1.53).
Every value on file, each labelled with its calculation basis and as-of date.
| Backtest final value (from $10,000) | $31k | 2026-10-11 | |
| Backtest regulatory fees | $36 | 2026-10-11 | |
| Backtest slippage cost | $30 | 2026-10-11 |
| AI categories (Composer) | dollar-cost averaging, energy/defense tilt, growth-heavy, mega-cap tech/ai tilt, precious metals hedge, s&p 500 core, us equities | 2026-10-11 | |
| Asset classes / instruments | equities | 2026-10-11 |
| Logic complexity (node count) | 52 | 2026-10-11 | |
| Rebalance frequency | daily | 2026-10-11 |
| Concentration (Herfindahl index, out-of-sample, as Composer reports it) | 0.05 | 2026-10-11 | |
| Ticker universe (assets the logic can hold) | show[ "AAPL", "ABNB", "AMZN", "AVGO", "BBY", "BRK/B", "BWXT", "CEG", "CRWD", "DOCU", "GOOG", "GOOGL", "HOOD", "IAU", "KO", "LLY", "MA", "MCD", "MDB", "META", "MNDY", "MO", "MSFT", "MTCH", "NVDA", "PLTR", "PYPL", "SLV", "SMR", "TSLA", "TSM", "TWLO", "UBER", "V", "VOO", "VOOG", "XAR", "XLE", "ZG", "ZM" ] | 2026-10-11 |
| Alpha vs SPY, out-of-sample (out-of-sample) | 0.11 | 2026-10-11 | |
| Beta vs SPY, out-of-sample (out-of-sample) | 1.19 | 2026-10-11 | |
| Correlation (R) vs SPY, out-of-sample (out-of-sample) | 0.94 | 2026-10-11 |
| Remixes (copies) | 14 | 2026-10-11 | |
| Watchers | 8 | 2026-10-11 |
| Community review status | ACTIVE | 2026-10-11 |
| Backtest length | 1,185 | 2026-10-11 | |
| Out-of-sample length | 469 | 2026-10-11 | |
| Return, backtest period (annualized) (backtest) | 27.06% | 2026-10-11 | |
| Return, backtest period (cumulative) (backtest) | 208.64% | 2026-10-11 | |
| Return, out-of-sample period (annualized) (out-of-sample) | 33.16% | 2026-10-11 | |
| Return, out-of-sample period (cumulative) (out-of-sample) | 70.59% | 2026-10-11 | |
| Return, trailing 1 day (out-of-sample) | 1.05% | 2026-10-11 | |
| Return, trailing 1 month (out-of-sample) | 3.04% | 2026-10-11 | |
| Return, trailing 1 week (out-of-sample) | 1.63% | 2026-10-11 | |
| Return, trailing 1 year (backtest) | 19.55% | 2026-10-11 | |
| Return, trailing 1 year (out-of-sample) | 19.59% | 2026-10-11 | |
| Return, trailing 2 weeks (out-of-sample) | 0.92% | 2026-10-11 | |
| Return, trailing 3 months (out-of-sample) | 7.88% | 2026-10-11 | |
| SPY annualized return over the backtest window (backtest) | 13.78% | 2026-10-11 |
| Calmar ratio, backtest period (backtest) | 0.92 | 2026-10-11 | |
| Calmar ratio, out-of-sample period (out-of-sample) | 1.53 | 2026-10-11 | |
| Maximum drawdown, backtest period (backtest) | -29.36% | 2026-10-11 | |
| Maximum drawdown, out-of-sample period (out-of-sample) | -21.67% | 2026-10-11 | |
| Sharpe ratio, backtest period (backtest) | 1.18 | 2026-10-11 | |
| Sharpe ratio, out-of-sample period (out-of-sample) | 1.45 | 2026-10-11 | |
| Sortino ratio, backtest period (backtest) | 1.74 | 2026-10-11 | |
| Sortino ratio, out-of-sample period (out-of-sample) | 2.19 | 2026-10-11 | |
| Standard deviation, backtest period (backtest) | 22.50% | 2026-10-11 | |
| Standard deviation, out-of-sample period (out-of-sample) | 21.40% | 2026-10-11 |
| Annualized turnover, backtest period (backtest) | 0.13 | 2026-10-11 | |
| Annualized turnover, out-of-sample period (out-of-sample) | 0.00 | 2026-10-11 | |
| Daily win rate, backtest period (backtest) | 55.86% | 2026-10-11 | |
| Daily win rate, out-of-sample period (out-of-sample) | 58.00% | 2026-10-11 |
Collective2
Composer Technologies · Composer
