Alex's Simple All-in-One: Grouped
Today’s Change (Nov 5, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A weekly-updated portfolio that chases recent winners across ETFs, blue-chip stocks, and aggressive growth stocks, while keeping 20% in a steadier mix of cash-like bonds, gold, dividend stocks, energy, and value stocks.
This strategy splits money into 4 parts and refreshes them every week.
30% goes to the 3 strongest ETFs from a mixed list of areas like chips, energy, gold, bitcoin, bonds, the U.S. dollar, and KMLM (a fund that follows market trends across futures).
25% goes to 8 large, well-known companies with the best 1-year performance.
25% goes to 8 faster-moving growth stocks with the best 3-month performance.
20% stays in a steady “ballast” mix of cash-like bonds, dividend stocks, gold, energy, inflation-linked bonds, and international value stocks.
Diversified momentum across ETFs, blue chips, growth, and ballast assets aims to diversify risk via cross-asset trend-following. In the out-of-sample period it underperformed the S&P with larger drawdowns, so best as a tactical diversifier, not core equity.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.27 | 1.63 | 0.53 | 0.73 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 26.4% | 18.84% | -1.04% | -0.34% | 1.48 | |
| 102.96% | 68.47% | -9.44% | -8.19% | 2.06 |
Initial Investment
$10,000.00
Final Value
$20,296.25Regulatory Fees
$4.22
Total Slippage
$24.53
Invest in this strategy
OOS Start Date
Sep 17, 2026
Trading Setting
Weekly
Type
Stocks
Category
Momentum, multi-asset, tactical allocation, growth stocks, blue-chip stocks, global diversification, defensive ballast
Tickers in this symphonyThis symphony trades 113 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
ABBV
ABBVIE INC.
Stocks
ADBE
Adobe Inc.
Stocks
AEM
Agnico Eagle Mines Ltd.
Stocks
ALAB
Astera Labs, Inc. Common Stock
Stocks
AMAT
Applied Materials Inc
Stocks
AMD
Advanced Micro Devices
Stocks
AMZN
Amazon.Com Inc
Stocks
ANET
Arista Networks
Stocks
ARM
Arm Holdings plc American Depositary Shares
Stocks