Surmount · investment strategy
by Quantbase · via Surmount
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.
“operates on a monthly frequency (every 30 days)”
“Each company receives a certain weight in the overall portfolio, with NVDA and MU having higher allocations at 15%, followed by GOOG, MSFT, META, PLTR, ORCL, INTC, and ARM each at 10%”
8 positions as of 2026-10-20
by the source.
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.
0.0% of weight in (IVV: 3.0%)
No funds
No stated fossil-fuel rule; the exposure is shown for reference. : 100% · 2026-10-20
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 100% · 2026-10-20
Strategies that share its Thematic label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
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.
3 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
The investment strategy outlined allocates percentages of the total investment across various technology and semiconductor companies such as NVDA, MSFT, MU, META, PLTR, ORCL, INTC, and ARM. Each company receives a certain weight in the overall portfolio, with NVDA and MU having higher allocations at 15%, followed by GOOG, MSFT, META, PLTR, ORCL, INTC, and ARM each at 10%. This strategy, referred to as "Daly Asset Management AI", operates on a monthly frequency (every 30 days) with decisions being made and adjustments to the portfolio made based on a daily time frame of analysis. The strategy aims to leverage AI technology to manage the assets efficiently and optimize performance for investors over time.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Technology: 70.2% · Communication Services: 29.8% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 63.28% | ||
| Total return (Surmount tracking) (model tracking) | 352.61% |
| Maximum drawdown (Surmount tracking) (model tracking) | -32.38% |
| Risk score (Surmount) | 2.66 | 2026-10-20 |
Collective2
