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Symphonies
Joseph Story Fund
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A concentrated, buy-and-hold portfolio led by Amazon and Netflix, plus Microsoft, Google, Adobe, Salesforce, Apple, Berkshire, and Crocs. Focused on big tech/internet growth, so it can swing more than the overall market.
NutHow it works
Buy-and-hold basket of 9 US stocks at set starting weights; Amazon 33% and Netflix 21% dominate. No automatic rebalancing, so winners can run. Holdings: Amazon (online shopping+cloud), Netflix (streaming), Microsoft (Windows/Office+cloud), Alphabet/Google (search/ads+cloud), Adobe (creative software), Salesforce (business software), Apple (iPhone/services), Berkshire Hathaway (Buffett conglomerate), Crocs (shoe brand). Expect bigger swings than the market when tech/internet moves.
CheckmarkValue prop
Out-of-sample edge: ~29.7% annualized return vs ~21.7% for the S&P, with solid risk-adjusted merit (Calmar ~1.34). Concentrated mega-cap tech exposure aims for bigger upside, accepting higher drawdowns.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.091.170.610.78
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
412.51%14.17%2.46%6.63%0.85
Joseph Story Fund
1,664.07%26.2%8.91%0.31%1.03
Initial Investment
$10,000.00
Final Value
$176,407.15
Regulatory Fees
$1.64
Total Slippage
$13.90
Invest in this strategy
OOS Start Date
Feb 10, 2023
Trading Setting
Threshold 10%
Type
Stocks
Category
Concentrated us equities, large-cap growth, tech & internet, buy-and-hold, stock-picking
Tickers in this symphonyThis symphony trades 9 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
ADBE
Adobe Inc.
Stocks
AMZN
Amazon.Com Inc
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
CRM
Salesforce, Inc.
Stocks
CROX
Crocs, Inc.
Stocks
GOOG
Alphabet Inc. Class C Capital Stock
Stocks
MSFT
Microsoft Corp
Stocks
NFLX
NetFlix Inc
Stocks

FAQ

A Composer symphony is an automated trading strategy that executes trades based on parameters of your choice. Some symphonies are similar to holding one ETF in normal conditions and rotating to a different ETF when market conditions shift, for example a 5% drop in the S&P 500, while others use complex rules with dozens of triggers. However, complex doesn’t always mean better. A simple, well-structured symphony can be just as effective as an intricate one. Learn more about how symphonies work here.

"Joseph Story Fund" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Joseph Story Fund" is currently allocated toNFLX, ADBE, CROX, GOOG, AAPL, BRK/B, AMZN, CRMandMSFT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Joseph Story Fund" has returned 29.72%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Joseph Story Fund" is 22.13%. The maximum drawdown measures the largest peak-to-trough decline. It's an important metric to evaluate risk and the strategy's behavior during market stress.

To invest in "Joseph Story Fund", simply click the Invest button on this page. You'll need to open an account with Composer if you don't have one yet, then you can start investing. Composer will automatically execute the trades for you based on the strategy's rules. Composer also supports trading individual stocks, ETFs, and options.
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Securities products and brokerage services are offered by Composer Securities LLC, a broker-dealer registered with the SEC and member of FINRA / SIPC. Composer Securities LLC and Composer Technologies Inc. are separate but affiliated companies. Accounts are carried and securities execution, clearance and settlement services are provided by Alpaca Securities LLC, and Apex Clearing Corporation, SEC-registered broker-dealers and members of FINRA / SIPC. Alpaca Securities is a wholly-owned subsidiary of AlpacaDB, Inc. Apex Clearing Corporation, is a wholly-owned subsidiary of Apex Fintech Solutions Inc. Check the background of Composer Securities LLC, Alpaca Securities LLC, and Apex Clearing Corporation on FINRA BrokerCheck . This is not an offer, solicitation of an offer, or advice to buy or sell securities or open a brokerage account in any jurisdiction where Composer Securities is not registered. Securities products offered by Composer Securities are not FDIC insured

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Keep in mind, investing involves risk. Examples are for illustrative purposes and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security. Past performance is no guarantee of future results.

Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading.

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Securities products are: Not FDIC insured · Not bank guaranteed · May lose value

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