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Symphonies
๐“ฉ๐“ช๐“ถ๐Ÿ’ฒ๐“ธ๐“ท Growth Portfolio [Annual Rebalance]
Todayโ€™s Change
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A symphony is an automated trading strategy โ€” Learn more about symphonies here

About

A long-only stock portfolio split 70/30 across two baskets with fixed weights. Heavy in healthcare (LLY, NVO), waste services (WM, RSG), AI/semis (AVGO, NVDA, SMCI), and power gear (POWL), with some energy and small speculative names. Rebalanced once a year.
NutHow it works
Itโ€™s a pre-set stock mix split 70%/30% across two baskets. Each stock has a fixed percentage. Once a year you trade back to those targetsโ€”no timing or indicators. Big weights: Eli Lilly, Novo Nordisk, Broadcom, Waste Management/Republic, Powell Industries, Exxon; plus Nvidia/Super Micro. Tiny slice of a 2ร— energy fund (ERX).
CheckmarkValue prop
Disciplined 70/30 rules-based strategy (healthcare, AI/semis, defensives). Out-of-sample: 21.41% annual return vs 18.44% for the S&P, with positive alpha and Calmar near 1.0โ€”strong upside with risk near the index (drawdowns can be larger).
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.170.880.360.6
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
301.62%15.39%1.36%13.5%0.88
๐“ฉ๐“ช๐“ถ๐Ÿ’ฒ๐“ธ๐“ท Growth Portfolio [Annual Rebalance]
1,414.99%32.29%1.76%15.11%1.18
Initial Investment
$10,000.00
Final Value
$151,498.97
Regulatory Fees
$1.81
Total Slippage
$14.00
Invest in this strategy
OOS Start Date
Sep 20, 2024
Trading Setting
Yearly
Type
Stocks
Category
Long-only equities, multi-sector, concentrated, annual rebalance, growth + defensive moats, includes leveraged etf
Tickers in this symphonyThis symphony trades 20 assets in total
Ticker
Type
ACB
Aurora Cannabis Inc. Common Shares
Stocks
ANF
Abercrombie & Fitch Co.
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
ELF
e.l.f. Beauty, Inc.
Stocks
ERX
Direxion Daily Energy Bull 2X ETF
Stocks
FTAI
FTAI Aviation Ltd. Common Stock
Stocks
GME
GameStop Corp. Class A
Stocks
IBKR
Interactive Brokers Group, Inc. Class A Common Stock
Stocks
KOSS
Koss Corp
Stocks
LLY
Eli Lilly & Co.
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 doesnโ€™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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toSFM, ULTA, AVGO, XOM, WM, ACB, NVO, POWL, RSG, NVDA, FTAI, KOSS, IBKR, GME, MOD, ERX, ANF, LLY, SMCIandELF. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 21.41%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 21.61%. 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 the symphony, 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.