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Symphonies
AI-Growth ESG Barbell
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A monthly, rules-based barbell: buys innovation/AI (ARKK, QQQ, SKYY), clean energy (ICLN, TAN), and crypto proxies (BITO, ETHE) when signals are favorable, and parks each slice in cash-like T‑bills (BIL) when they’re not.
NutHow it works
Monthly, it targets: 25% ARKK, 25% QQQ, 10% each SKYY, ICLN, TAN, BITO, ETHE. Each slice buys that fund only if a safety check passes; otherwise it sits in BIL (T‑bills cash). Checks: ARKK & SKYY use a “heat” gauge (RSI; below 70 = not overheated). QQQ uses a long‑term trend check. ICLN & TAN need a positive last‑30‑day return. BITO & ETHE need price above long‑term averages.
CheckmarkValue prop
Out-of-sample return ~54.7% vs SPY ~33.7%; Calmar ~5.83 shows strong risk-adjusted upside. A rules-based barbell trims risk with BIL when signals fail, aiming for higher growth with built‑in risk control vs the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
-0.070.910.540.74
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
60.65%12.21%1.36%5.73%0.73
AI-Growth ESG Barbell
9.14%2.15%-0.54%4.36%0.21
Initial Investment
$10,000.00
Final Value
$10,914.11
Regulatory Fees
$2.89
Total Slippage
$15.65
Invest in this strategy
OOS Start Date
May 13, 2025
Trading Setting
Monthly
Type
Stocks
Category
Tactical allocation, trend-following, momentum, growth/ai, clean energy/esg, crypto proxies, risk-on/off, monthly rebalance
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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-Growth ESG Barbell" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"AI-Growth ESG Barbell" is currently allocated toARKK, ICLN, TAN, BILandSKYY. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "AI-Growth ESG Barbell" has returned 54.75%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "AI-Growth ESG Barbell" is 9.40%. 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-Growth ESG Barbell", 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, crypto, and options.