Composer · investment strategy
by Composer Technologies · via Composer
Equal-weight, once-a-year mix of 7 high-octane tech/thematic ETFs plus 1 core bond ETF. Seeks growth from innovation trends; expect big swings. The small bond sleeve offers only modest cushioning.
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.
9 positions as of 2026-10-19
: the platform's backtest holdings, not a client account.
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.
0.4% of weight in (IVV: 3.0%)
8 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. : 79% · 2026-10-19 ()
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% · 2026-10-19 ()
0 of 8 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.
It owns 8 ETFs in equal slices and resets them back to equal once a year.<br>What’s inside: meme-driven stocks (CHAT), big U.S. growth names (FBCG), a core bond fund for stability (FBND), automation/robotics (FBOT), crypto industry + digital payments (FDIG), metaverse tech (FMET), nuclear energy (NUKZ), and quantum/AI computing (QTUM).<br>Expect big ups/downs; the bond slice is a small cushion.
Equal-weight, once-a-year mix of 7 high-octane tech/thematic ETFs plus 1 core bond ETF. Seeks growth from innovation trends; expect big swings. The small bond sleeve offers only modest cushioning.
Out-of-sample edge: 25.5% annualized vs 21.4% for the S&P, with Calmar ~1.56. An equal-weight 8-theme tech mix plus a small bond sleeve targets disruption-driven gains, accepting higher volatility.
(Created with Composer AI)
Every value on file, each labelled with its calculation basis and as-of date.
| Backtest final value (from $10,000) | $19k | 2026-10-19 | |
| Backtest regulatory fees | $0 | 2026-10-19 | |
| Backtest slippage cost | $1 | 2026-10-19 |
| AI categories (Composer) | automation/ai, core bonds, crypto industry, equal-weight, growth tech, meme stocks, metaverse, nuclear energy, quantum, thematic etfs, yearly rebalance | ||
| Asset classes / instruments | equities |
| Logic complexity (node count) | 10 | 2026-10-19 | |
| Rebalance frequency | yearly |
| Concentration (Herfindahl index, out-of-sample, as Composer reports it) | 0.13 | 2026-10-19 | |
| Ticker universe (assets the logic can hold) | show[ "CHAT", "FBCG", "FBND", "FBOT", "FDIG", "FMET", "NUKZ", "QTUM" ] | 2026-10-19 |
| Alpha vs SPY, out-of-sample (out-of-sample) | -0.12 | 2026-10-19 | |
| Beta vs SPY, out-of-sample (out-of-sample) | 1.73 | 2026-10-19 | |
| Correlation (R) vs SPY, out-of-sample (out-of-sample) | 0.87 | 2026-10-19 |
| Remixes (copies) | 2 | 2026-10-19 | |
| Watchers | 3 | 2026-10-19 |
| Community review status | ACTIVE | 2026-10-19 |
| Backtest length | 686 | 2026-10-19 | |
| Out-of-sample length | 329 | 2026-10-19 | |
| Return, backtest period (annualized) (backtest) | 25.68% | 2026-10-19 | |
| Return, backtest period (cumulative) (backtest) | 86.48% | 2026-10-19 | |
| Return, out-of-sample period (annualized) (out-of-sample) | 25.46% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 33.86% | ||
| Return, trailing 1 day (out-of-sample) | -2.85% | 2026-10-19 | |
| Return, trailing 1 month (out-of-sample) | -0.24% | ||
| Return, trailing 1 week (out-of-sample) | -5.41% | 2026-10-19 | |
| Return, trailing 1 year (backtest) | 1.82% | 2026-10-19 | |
| Return, trailing 1 year (out-of-sample) | 8.43% | ||
| Return, trailing 2 weeks (out-of-sample) | -8.32% | 2026-10-19 | |
| Return, trailing 3 months (out-of-sample) | -0.45% | ||
| SPY annualized return over the backtest window (backtest) | 19.65% | 2026-10-19 |
| Calmar ratio, backtest period (backtest) | 1.01 | 2026-10-19 | |
| Calmar ratio, out-of-sample period (out-of-sample) | 1.56 | ||
| Maximum drawdown, backtest period (backtest) | -25.40% | 2026-10-19 | |
| Maximum drawdown, out-of-sample period (out-of-sample) | -16.32% | ||
| Sharpe ratio, backtest period (backtest) | 1.05 | 2026-10-19 | |
| Sharpe ratio, out-of-sample period (out-of-sample) | 1.07 | ||
| Sortino ratio, backtest period (backtest) | 1.52 | 2026-10-19 | |
| Sortino ratio, out-of-sample period (out-of-sample) | 1.18 | 2026-10-19 | |
| Standard deviation, backtest period (backtest) | 24.81% | 2026-10-19 | |
| Standard deviation, out-of-sample period (out-of-sample) | 23.91% |
| Annualized turnover, backtest period (backtest) | 1.13 | 2026-10-19 | |
| Annualized turnover, out-of-sample period (out-of-sample) | 1.03 | 2026-10-19 | |
| Daily win rate, backtest period (backtest) | 54.96% | 2026-10-19 | |
| Daily win rate, out-of-sample period (out-of-sample) | 55.02% | 2026-10-19 |
Collective2
Composer Technologies · Composer
