Composer · investment strategy
by Composer Technologies · via Composer
A long‑term, diversified ETF portfolio: 65% U.S. stocks (broad, tech, small‑value, quality/dividend), 10% international, 10% REITs, 10% commodities (gold‑tilted), and 5% Bitcoin/Ethereum. Fund with DCA and rebalance quarterly.
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 Multi-asset label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
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.
Split your money into fixed slices and buy the matching ETFs. Keep adding new cash the same way (dollar‑cost averaging). Every quarter, check weights and rebalance back to targets—trim what grew too big and add to what fell behind. No timing, just rules.
A long‑term, diversified ETF portfolio: 65% U.S. stocks (broad, tech, small‑value, quality/dividend), 10% international, 10% REITs, 10% commodities (gold‑tilted), and 5% Bitcoin/Ethereum. Fund with DCA and rebalance quarterly.
Out-of-sample, this strategy offers stronger downside protection and diversification vs the S&P. Calmar 6.29 and ~3% drawdown show resilience, with stocks/REITs/gold/commodities/crypto plus DCA and quarterly rebalances for long-term growth.
A diversified, multi‑asset ETF base portfolio designed to serve as a long‑term core allocation. It includes broad US equities, growth/tech, small‑cap value, quality, international stocks, REITs, commodities (gold‑tilted), and a small BTC/ETH sleeve. The structure is built for dollar‑cost averaging, with simple quarterly rebalancing to keep weights aligned over time.
Every value on file, each labelled with its calculation basis and as-of date.
| AI categories (Composer) | commodities, core allocation, crypto sleeve, dca, global equities, long-term, multi-asset, quarterly rebalance, reits | ||
| Asset classes / instruments | equities |
| Rebalance frequency | quarterly |
| Return, out-of-sample period (annualized) (out-of-sample) | 18.97% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 4.15% | ||
| Return, trailing 1 month (out-of-sample) | 0.49% | ||
| Return, trailing 1 year (out-of-sample) | 0.00% | ||
| Return, trailing 3 months (out-of-sample) | 7.65% |
| Calmar ratio, out-of-sample period (out-of-sample) | 6.29 | ||
| Maximum drawdown, out-of-sample period (out-of-sample) | -3.02% | ||
| Sharpe ratio, out-of-sample period (out-of-sample) | 1.62 | ||
| Standard deviation, out-of-sample period (out-of-sample) | 11.31% |
Composer Technologies · Composer
Composer Technologies · Composer
