Composer · investment strategy
by Composer Technologies · via Composer
A 100% stock, theme‑driven mix: 50% in growth/infrastructure (AI chips, nuclear, grid) and 50% in a steadier sleeve (healthcare, waste, grocery) with tilts to favorites. Top weights: NVIDIA, Eli Lilly, Powell, Broadcom, Regeneron. Rebalanced yearly.
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.
19 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.
0.0% of weight in (IVV: 3.0%)
No funds · not identified: ADX 1%
This strategy’s rules haven’t been extracted yet, so there’s no claim to compare with. The measurement is still shown. : 99% · 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 18 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 Fundamental research 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.
Your money is split in half. Half goes to a handpicked growth/infrastructure basket (AI chips, nuclear fuel, power grid, plus a few well‑known tech/healthcare names). The other half goes to a “Super Stable” sleeve split into 4 mini‑baskets: chip leaders, steady everyday businesses, dependable cash generators (plus a small broad fund), and an extra tilt that repeats favorites. Rebalanced yearly.
A 100% stock, theme‑driven mix: 50% in growth/infrastructure (AI chips, nuclear, grid) and 50% in a steadier sleeve (healthcare, waste, grocery) with tilts to favorites. Top weights: NVIDIA, Eli Lilly, Powell, Broadcom, Regeneron. Rebalanced yearly.
Out-of-sample edge: ~31.35% annualized return vs ~19.63% for the S&P, with solid risk-adjusted metrics (Calmar ~1.17, Sharpe ~1.13). An AI/health/infrastructure tilt with 50/50 sleeves aims for higher upside with disciplined risk.
Every value on file, each labelled with its calculation basis and as-of date.
| Backtest final value (from $10,000) | $280k | 2026-10-19 | |
| Backtest regulatory fees | $3 | 2026-10-19 | |
| Backtest slippage cost | $24 | 2026-10-19 |
| AI categories (Composer) | ai & semiconductors, concentrated, consumer, equities, healthcare, industrials, multi-theme, nuclear & power grid, utilities, yearly rebalance | ||
| Asset classes / instruments | equities |
| Logic complexity (node count) | 41 | 2026-10-19 | |
| Rebalance frequency | yearly |
| Concentration (Herfindahl index, out-of-sample, as Composer reports it) | 0.09 | 2026-10-19 | |
| Ticker universe (assets the logic can hold) | show[ "ADX", "AVGO", "BWXT", "CAKE", "DY", "GDDY", "LEU", "LLY", "NFLX", "NVDA", "POWL", "PPIH", "REGN", "RSG", "SNA", "TSLA", "VLGEA", "VST" ] | 2026-10-19 |
| Alpha vs SPY, out-of-sample (out-of-sample) | 0.06 | 2026-10-19 | |
| Beta vs SPY, out-of-sample (out-of-sample) | 1.26 | 2026-10-19 | |
| Correlation (R) vs SPY, out-of-sample (out-of-sample) | 0.78 | 2026-10-19 |
| Remixes (copies) | 7 | 2026-10-19 | |
| Watchers | 1 | 2026-10-19 |
| Community review status | ACTIVE | 2026-10-19 |
| Backtest length | 2,522 | 2026-10-19 | |
| Out-of-sample length | 443 | 2026-10-19 | |
| Return, backtest period (annualized) (backtest) | 39.51% | 2026-10-19 | |
| Return, backtest period (cumulative) (backtest) | 2704% | 2026-10-19 | |
| Return, out-of-sample period (annualized) (out-of-sample) | 31.35% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 60.65% | ||
| Return, trailing 1 day (out-of-sample) | -1.62% | 2026-10-19 | |
| Return, trailing 1 month (out-of-sample) | 1.20% | ||
| Return, trailing 1 week (out-of-sample) | -2.20% | 2026-10-19 | |
| Return, trailing 1 year (backtest) | 2.58% | 2026-10-19 | |
| Return, trailing 1 year (out-of-sample) | 7.18% | ||
| Return, trailing 2 weeks (out-of-sample) | -2.85% | 2026-10-19 | |
| Return, trailing 3 months (out-of-sample) | -1.06% | ||
| SPY annualized return over the backtest window (backtest) | 15.31% | 2026-10-19 |
| Calmar ratio, backtest period (backtest) | 1.34 | 2026-10-19 | |
| Calmar ratio, out-of-sample period (out-of-sample) | 1.17 | ||
| Maximum drawdown, backtest period (backtest) | -29.43% | 2026-10-19 | |
| Maximum drawdown, out-of-sample period (out-of-sample) | -26.71% | ||
| Sharpe ratio, backtest period (backtest) | 1.51 | 2026-10-19 | |
| Sharpe ratio, out-of-sample period (out-of-sample) | 1.13 | ||
| Sortino ratio, backtest period (backtest) | 2.24 | 2026-10-19 | |
| Sortino ratio, out-of-sample period (out-of-sample) | 1.55 | 2026-10-19 | |
| Standard deviation, backtest period (backtest) | 24.06% | 2026-10-19 | |
| Standard deviation, out-of-sample period (out-of-sample) | 27.49% |
| Annualized turnover, backtest period (backtest) | 2.20 | 2026-10-19 | |
| Annualized turnover, out-of-sample period (out-of-sample) | 2.53 | 2026-10-19 | |
| Daily win rate, backtest period (backtest) | 55.75% | 2026-10-19 | |
| Daily win rate, out-of-sample period (out-of-sample) | 55.08% | 2026-10-19 |
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