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Primal Funds › Strategic Power Fund
Today’s Change

A symphony is an automated trading strategy — Learn more about symphonies here

About

A concentrated, growth‑heavy stock portfolio of platform/AI leaders (AMZN, META, TSLA, NFLX, plus select SaaS), rebalanced quarterly to fixed weights. Expect higher volatility than the market. Important: clarify the 10% “XYZ” holding before using.
NutHow it works
A hand‑picked, 100%‑stock basket of ~14 fast‑growing companies in software, online platforms, AI, EVs and logistics. Examples: Amazon (online retail/cloud), Meta (social), Netflix (streaming), Tesla (EVs), Axon (public‑safety tech), Shopify/Veeva/AppFolio/monday.com (software), Palantir/Cloudflare (data & security), Duolingo (edtech), Lineage (logistics). Every 3 months it resets to set weights. Note: “XYZ” appears unspecified—confirm.
CheckmarkValue prop
Concentrated AI/software growth basket; quarterly rebalance. Seeks tech leadership upside to complement the S&P. In OOS tests: ~7.85% annualized return with ~28.8% max drawdown and ~0.39 Sharpe, potential alpha in tech cycles.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
AlphaBetaR2R
0.151.420.70.84
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
28.38%20.08%1.36%5.73%1.09
69.6%47.26%-10.33%-7.8%1.4
Initial Investment
$10,000.00
Final Value
$16,960.22
Regulatory Fees
$0.23
Total Slippage
$2.07
Invest in this strategy
OOS Start Date
Jan 21, 2025
Trading Setting
Quarterly
Type
Stocks
Category
Concentrated growth equities, us tech/ai and software, consumer internet, quarterly rebalance
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.

"Primal Funds › Strategic Power Fund" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Primal Funds › Strategic Power Fund" is currently allocated toMETA, NFLX, XYZ, LINE, DUOL, VEEV, AMZN, SHOP, MNDY, TSLA, APPF, PLTR, NETandAXON. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Primal Funds › Strategic Power Fund" has returned 7.85%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Primal Funds › Strategic Power Fund" is 28.80%. 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 "Primal Funds › Strategic Power 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.