2024 Crossing Wall Street
Today’s Change (Nov 5, 2026)
—
A symphony is an automated trading strategy — Learn more about symphonies here
About
A simple yearly rebalanced portfolio of 25 handpicked U.S. stocks, equally weighted and spread across several steady business sectors.
This strategy simply splits money evenly across 25 U.S. stocks and resets them back to equal size once a year.
There are no charts, signals, or market-timing rules. It is basically a handpicked basket of established companies from areas like healthcare, insurance, utilities, financial data, industrial equipment, and consumer products.
Simple 25-stock, equal-weighted US portfolio rebalance yearly. Out-of-sample, it offers lower beta (~0.36) and solid risk-adjusted return with broad diversification across durable, quality firms; easier to own and less volatile than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.01 | 0.82 | 0.7 | 0.84 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 250.65% | 20.88% | -1.04% | -0.34% | 1.14 | |
| 189.66% | 17.44% | 12.88% | 5.5% | 1 |
Initial Investment
$10,000.00
Final Value
$28,966.36Regulatory Fees
$0.41
Total Slippage
$3.32
Invest in this strategy
OOS Start Date
Nov 11, 2025
Trading Setting
Yearly
Type
Stocks
Category
Us stocks, equal-weight, yearly rebalance, quality stocks, multi-sector, concentrated portfolio
Tickers in this symphonyThis symphony trades 25 assets in total
Ticker
Type
ABT
Abbott Laboratories
Stocks
AFL
Aflac Inc.
Stocks
AGM
Federal Agricultural Mortgage Corporation
Stocks
APH
Amphenol Corporation
Stocks
AWK
American Water Works Company, Inc
Stocks
BR
Broadridge Financial Solutions Inc
Stocks
CE
Celanese Corporation Common Stock
Stocks
COR
Cencora, Inc.
Stocks
FDS
Factset Research Systems
Stocks
FICO
Fair Isaac Corporation
Stocks