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Symphonies
AI & Digital Currency Revolution
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A growth/income mix with 8 assets: four big-growth bets (MSTR, IBIT, SOXL, USD) each ~20%, and four income bets (QQQY, JEPI, MSFO, HTGC) each ~5%. Daily rebalancing keeps weights fixed. IBIT replaces GBTC to avoid premium risk. High risk due to crypto, leverage, and option strategies, but aims for growth with some income.
NutHow it works
80% of capital goes to Growth and 20% to Yield. Growth is split evenly between two sub-strategies: Bitcoin exposure (MSTR and IBIT) and semiconductor exposure (SOXL and USD), with each asset receiving 20% of the total portfolio. Yield uses four income-focused ETFs (QQQY, JEPI, MSFO, HTGC) equally weighted at 5% each. Positions are rebalanced daily to maintain these weights. IBIT replaces GBTC to avoid Grayscale’s premium/discount issue. The plan targets growth from AI/digital-currency themes while adding income-generation, but it relies on leveraged ETFs and option strategies which raise risk and complexity.
CheckmarkValue prop
Out-of-sample upside is compelling: ~45% annualized return vs ~19% for the S&P, driven by AI/digital-currency growth plus income. Expect higher volatility and drawdowns (~46% vs ~19%), but Calmar ~1 keeps risk in check.

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Invest in this strategy
OOS Start Date
Mar 1, 2024
Trading Setting
Daily
Type
Stocks
Category
Growth & income mix: ai/digital currency, crypto exposure, semiconductors, leveraged etfs, income via options
Tickers in this symphonyThis symphony trades 8 assets in total
Ticker
Type
HTGC
Hercules Capital, Inc.
Stocks
IBIT
iShares Bitcoin Trust ETF
Stocks
JEPI
JPMorgan Equity Premium Income ETF
Stocks
MSFO
YieldMax MSFT Option Income Strategy ETF
Stocks
MSTR
Strategy Inc Common Stock Class A
Stocks
QQQY
Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X ETF
Stocks
USD
ProShares Ultra Semiconductors
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.

"AI & Digital Currency Revolution" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"AI & Digital Currency Revolution" is currently allocated toMSFO, SOXL, IBIT, QQQY, HTGC, JEPI, MSTRandUSD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "AI & Digital Currency Revolution" has returned 34.03%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "AI & Digital Currency Revolution" is 45.85%. 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 "AI & Digital Currency Revolution", 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.