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Symphonies
Azqato's Stonk Picker
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Rules-based barbell from 17 mega-cap U.S. stocks: half in last year’s biggest gainers, half in the most stable (smallest worst drop). Equal-weighted across picks, minimal trading, no set rebalancing schedule.
NutHow it works
Starts with 17 very large, well-known U.S. companies (Microsoft, Apple, Nvidia, Amazon, Google, etc.). Each time it makes picks, it looks back 1 year and builds two lists: (1) the 5 stocks that rose the most; (2) the 5 with the smallest “worst drop” from a prior high. It then splits money roughly equally across these picks. If a stock is on both lists, it may get a bigger slice. It doesn’t rebalance on a schedule.
CheckmarkValue prop
Rules-based 17 mega-cap barbell blending momentum and defensiveness. Out-of-sample Sharpe ~1.25, Calmar ~1.13, beta ~0.91 — lower market beta with solid upside vs the S&P 500 and minimal turnover.

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Invest in this strategy
OOS Start Date
Aug 4, 2024
Trading Setting
Threshold 1%
Type
Stocks
Category
Us large-cap equities, momentum, low drawdown, rules-based, concentrated, buy-and-hold
Tickers in this symphonyThis symphony trades 17 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
AMZN
Amazon.Com Inc
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
COST
Costco Wholesale Corp
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
JPM
JPMorgan Chase & Co.
Stocks
LLY
Eli Lilly & Co.
Stocks
MA
Mastercard Incorporated
Stocks
META
Meta Platforms, Inc. Class A Common Stock
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.

"Azqato's Stonk Picker" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Azqato's Stonk Picker" is currently allocated toGOOGL, AVGO, XOM, NVDA, LLY, BRK/B, V, JPM, PGandCOST. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Azqato's Stonk Picker" has returned 22.07%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Azqato's Stonk Picker" is 19.58%. 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 "Azqato's Stonk Picker", 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.