Form ADV brochure · investment strategy
by Streetbeat · via Form ADV brochure
Strategies are ranked and organized by "performance, risk and/or popularity". The Model turns partner datasets (diversified bond ladders, top government contract recipients, U.S. House/Congress trading) into long and short signals, then "confidence indicators" using history, market and sector conditions and earnings-call analyses.
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.
“The Model turns partner datasets”
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 AI / ML-driven label, from other sources first, strongest risk-adjusted return first.
Collective2
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.
8 missing
The text the rules are quoted from, with where it came from.
Streetbeat allocates purchased amount across Investments based on client's risk tolerance, goals and questionnaire
Strategies are ranked and organized by "performance, risk and/or popularity". The Model turns partner datasets (diversified bond ladders, top government contract recipients, U.S. House/Congress trading) into long and short signals, then "confidence indicators" using history, market and sector conditions and earnings-call analyses.
Filtered to client's "risk-based score" from the Suitability Questionnaire
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | Limited discretion to rebalance from time to time; Model updates recommended Strategies daily |
| Management / advisory fee | 0.00% |
Collective2
Collective2
