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Symphonies
🌭 Operation: Meat Shield + V1a TQQQ or not
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Half defensive (COST/UNH with a cash fallback), half tactical (switches among TQQQ, SOXL, UVXY, or T‑Bills). Uses simple signals—hot/cold scores, trend vs average price, recent drawdowns, and bond‑vol filters—to ride uptrends and step aside in stress.
NutHow it works
The portfolio splits in two. 1) Defensive half: holds Costco (COST) and UnitedHealth (UNH) unless they look overheated; if so (or in a panic), it parks in T‑Bills (BIL). 2) Tactical half: buys or avoids leveraged tech (TQQQ/SOXL) and sometimes UVXY based on simple checks—trend vs average price, recent drops, and volatility. If risk is high, it sits in BIL.
CheckmarkValue prop
Out-of-sample, this strategy targets higher upside: 25.1% annualized return vs SPY's 22.8%, with a Calmar around 1.03. It pairs a defensive core with tactical tech exposure for growth with risk controls, though stress can bring larger drawdowns.

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Invest in this strategy
OOS Start Date
May 6, 2023
Trading Setting
Threshold 20%
Type
Stocks
Category
Tactical allocation, trend following, mean reversion, risk management, leveraged etfs, volatility hedging, defensive equities, cash/t-bills
Tickers in this symphonyThis symphony trades 12 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
COST
Costco Wholesale Corp
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X Shares
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
TMF
Direxion Daily 20+ Year Treasury Bull 3X Shares (based on the NYSE 20 Year Plus Treasury Bond Index; symbol AXTWEN)
Stocks
TQQQ
ProShares UltraPro QQQ
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.

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

The symphony is currently allocated toBIL, UNHandTQQQ. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 26.01%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 24.33%. 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.