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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 stock portfolio making big bets on Amazon, Netflix, Microsoft, and Google, with most of the money in large US tech and growth companies.
NutHow it works
This portfolio simply buys 9 stocks in fixed starting percentages and then mostly leaves them alone. It is heavily focused on big growth companies, especially Amazon, Netflix, Microsoft, and Google. There are no trading signals or market-timing rules—just a small list of companies the creator appears to strongly believe in.
CheckmarkValue prop
Out-of-sample annualized return ~27.8% vs S&P ~20.4%, with Calmar ~1.26. Fixed, buy-and-hold bets on top tech leaders (AMZN, NFLX, MSFT, GOOG) target outsized growth. Accept higher drawdowns (~22%) for greater upside vs index.
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
415.98%13.97%-0.05%3.57%0.85
Joseph Story Fund
1,644.97%25.59%-0.49%8.62%1.02
Initial Investment
$10,000.00
Final Value
$174,496.52
Regulatory Fees
$1.66
Total Slippage
$13.90
Invest in this strategy
OOS Start Date
Feb 10, 2023
Trading Setting
Threshold 10%
Type
Stocks
Category
Concentrated equity, large-cap growth, technology-heavy, buy-and-hold, us stocks
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 27.40%. 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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