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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 focused, buy-and-hold basket of 9 mostly large U.S. tech/internet companies (heaviest in Amazon and Netflix) plus small stakes in Berkshire and Crocs. Growth-forward, higher volatility, low income, and no automatic rebalancing.
NutHow it works
It buys 9 big U.S. companies and leaves them alone. Starting weights: Amazon 33%, Netflix 21%, Microsoft 13%, Google 12%, Adobe 6%, Salesforce 5%, Apple 5%, Berkshire Hathaway 3%, Crocs 2%. No scheduled rebalancing, so winners grow and laggards shrink. You mainly own tech/internet and some consumer names.
CheckmarkValue prop
High-conviction tech/Internet growth basket shows strong out-of-sample results: ~35.9% annualized return vs ~21.8% for the S&P; Sharpe ~1.49; Calmar ~1.62. Note higher drawdowns (~22%) but outsized upside from AMZN/NFLX/MSFT/GOOG.

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Invest in this strategy
OOS Start Date
Feb 10, 2023
Trading Setting
Threshold 10%
Type
Stocks
Category
Concentrated us stocks, tech/internet heavy, growth tilt, buy-and-hold, low turnover, high single-stock risk
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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 35.88%. 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, crypto, and options.