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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

Simple, unmanaged basket of 10 AI‑related tech stocks, equally weighted and rebalanced each quarter. Pure AI theme exposure—heavy in chips and software. Trims winners, adds to laggards; no market timing.
NutHow it works
Owns 10 AI‑focused U.S. tech stocks in equal slices (~10% each): MSFT, NVDA, GOOGL, AMD, ADBE, AAPL, IBM, INTC, C3.ai (AI), and Palantir (PLTR). Every 3 months it resets them back to equal size—trimming winners and topping up laggards. No timing or extra rules.
CheckmarkValue prop
Simple, equal-weight 10‑stock AI basket with quarterly rebalance. Out-of-sample annualized return ~40% vs ~22% for the S&P; Sharpe ~1.36, Calmar ~1.39. Higher beta and drawdowns, but far stronger risk‑adjusted growth vs. the S&P.

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Invest in this strategy
OOS Start Date
Jun 23, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Ai equities,equal-weight,quarterly rebalance,us large-cap tech,semiconductors,software,thematic
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.

"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 40.08%. 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, crypto, and options.