2024 Crossing Wall Street
Today’s Change (Apr 20, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
An equal‑weight basket of 25 handpicked U.S. companies (the 2024 Crossing Wall Street list), rebalanced once per year. It emphasizes durable, cash‑generating businesses across healthcare, financial data/payments, and industrials, with little energy/REIT exposure.
Split your money evenly across 25 specific U.S. companies and rebalance once a year so each holding is the same size again. The list leans toward steady, cash‑generating businesses in healthcare, financial data/payments, and industrial services, plus a few utilities, chemicals, packaging, and consumer brands. No market timing or technical signals.
Out-of-sample, this 25-name equal-weight strategy delivers ~14.44% annualized return vs ~10.76% for the S&P, with higher Sharpe (~1.14 vs ~0.97), lower max drawdown (~3.18% vs ~4.51%), and beta ~0.70. More upside, less risk.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| -0 | 0.85 | 0.76 | 0.87 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 223.1% | 21.34% | 6.16% | 5.09% | 1.14 | |
| 166.67% | 17.56% | 1.29% | -5.32% | 1 |
Initial Investment
$10,000.00
Final Value
$26,666.53Regulatory Fees
$0.40
Total Slippage
$3.32
Invest in this strategy
OOS Start Date
Nov 11, 2025
Trading Setting
Yearly
Type
Stocks
Category
Equal-weight us stocks, buy-and-hold, yearly rebalance, quality tilt, multi-sector
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