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Symphonies
Statis Fund - AI Basket unmanaged
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Equal‑weight basket of 10 AI‑focused US stocks, rebalanced quarterly, spanning chips, cloud, software, and AI‑native platforms; simple rules, no timing or hedging.
NutHow it works
Owns 10 US‑listed AI companies equally (~10% each). Ticker = short stock symbol (e.g., MSFT). The mix covers cloud platforms (MSFT, GOOGL), chipmakers (NVDA, AMD, INTC), devices/software (AAPL, ADBE, IBM), and AI‑first firms (PLTR, C3.ai). Every 3 months it resets each back to equal weight by trimming winners and adding to laggards. No market timing; always invested.
CheckmarkValue prop
AI-themed equal-weight 10-stock basket with quarterly rebalance. Out-of-sample annualized return ~36.9% vs S&P ~21.6%; Calmar ~1.28; max drawdown ~28.9% vs ~18.8% for the S&P. Simple, long-only, no timing or hedging.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.011.510.710.84
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
96.72%13.77%-1.77%0.2%0.85
Statis Fund - AI Basket unmanaged
159.23%19.91%-1.22%-8.47%0.75
Initial Investment
$10,000.00
Final Value
$25,923.10
Regulatory Fees
$0.93
Total Slippage
$5.64
Invest in this strategy
OOS Start Date
Jun 23, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Thematic equity, ai, equal-weight, long-only, us stocks, semiconductors, software, large-cap growth, quarterly rebalance
Tickers in this symphonyThis symphony trades 10 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
ADBE
Adobe Inc.
Stocks
AI
C3.ai, Inc.
Stocks
AMD
Advanced Micro Devices
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
IBM
International Business Machines Corporation
Stocks
INTC
Intel Corp
Stocks
MSFT
Microsoft Corp
Stocks
NVDA
Nvidia Corp
Stocks
PLTR
Palantir Technologies Inc. Class A Common Stock
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.

"Statis Fund - AI Basket unmanaged" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Statis Fund - AI Basket unmanaged" is currently allocated toGOOGL, ADBE, INTC, NVDA, AAPL, AMD, PLTR, MSFT, IBMandAI. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Statis Fund - AI Basket unmanaged" has returned 29.02%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Statis Fund - AI Basket unmanaged" is 28.88%. 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 "Statis Fund - AI Basket unmanaged", 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.