Form ADV brochure · investment strategy
by Robinhood Asset Management · via Form ADV brochure
Brochure describes a "set"/"range of portfolios" only generically; count and names of individual portfolios not stated. Stock sleeve uses a factor library (quality, growth, value, income, momentum).
Description from Form ADV brochure
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.
“small cash (typically under 1%) swept”
“strategic asset class weightings" across US and global equities, fixed income, alternatives (commodities, real estate, crypto)”
“Optional, auto opt-in, annual near year-end”
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.
7 missing
The text the rules are quoted from, with where it came from.
"strategic asset class weightings" across US and global equities, fixed income, alternatives (commodities, real estate, crypto), plus qualitative overlay
Primarily ETFs; individual exchange-listed US mid/large-cap stocks if portfolio value is at least $500 and depending on investor profile; small cash (typically under 1%) swept
Brochure describes a "set"/"range of portfolios" only generically; count and names of individual portfolios not stated. Stock sleeve uses a factor library (quality, growth, value, income, momentum).
"various risk and return levels, as defined by volatility"; assigned via investor profile
Optional, auto opt-in, annual near year-end; taxable individual/revocable trust accounts of $3,000+; not IRAs/custodial
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | As necessary to restore target allocations; continuous software monitoring of tracking error |
| Management / advisory fee | 0.25% | ||
| Minimum investment | $50 |
| Benchmark (methodology text) | Each portfolio's returns compared to "its relevant benchmark" (not named) |
Composer Technologies · Composer
Composer Technologies · Composer
