2024 Crossing Wall Street
Today’s Change (Mar 5, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
An equal‑weight, once‑a‑year rebalanced basket of 25 durable U.S. companies (the 2024 Crossing Wall Street Buy List) spread across healthcare, finance, industrials, and consumer businesses.
Own 25 handpicked U.S. companies in equal slices. Examples: Abbott (healthcare), Hershey (chocolate), Intuit (TurboTax), ICE (owns the NYSE), Stryker/Thermo Fisher (medical gear), Otis (elevators). Once a year, trim what ran up and add to what lagged to get back to equal weights. No timing—just buy, hold, and a yearly tune‑up. Picks mirror the 2024 Crossing Wall Street Buy List of steady earners.
Out-of-sample edge: 14.44% annualized return vs 10.76% for the S&P; Sharpe ~1.14 vs ~0.97; beta ~0.70; max drawdown ~3.18% vs ~4.51%; Calmar ~4.55. Equal-weight 25 durable names, annual rebalance for steadier, higher risk-adjusted growth.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.01 | 0.85 | 0.77 | 0.88 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 210.87% | 21.04% | -0.15% | 0.4% | 1.13 | |
| 174.46% | 18.53% | -0.17% | -0.8% | 1.04 |
Initial Investment
$10,000.00
Final Value
$27,446.15Regulatory 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 u.s. stocks, annual rebalance, multi-sector, quality tilt, buy-and-hold
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