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BTC Roths | Deez | 3JUL2023
Today’s Change

A symphony is an automated trading strategy — Learn more about symphonies here

About

A concentrated, high‑risk Bitcoin‑proxy stock portfolio: 50% MicroStrategy, 25% Coinbase, and 25% spread across four Bitcoin miners, rebalanced weekly. Creator plans a discretionary exit around mid‑2025 for ~1 year.
NutHow it works
Keeps a fixed mix of Bitcoin‑sensitive stocks and rebalances weekly. - 50% MicroStrategy (company that owns lots of Bitcoin). - 25% Coinbase (major crypto exchange). - 25% split across Bitcoin miners: Marathon, Riot, Hut 8, Bitfarms. Notes suggest exiting around mid‑2025 for ~1 year, but that timing isn’t automated.
CheckmarkValue prop
Out-of-sample: ~52.8% annualized return vs ~21.95% for the S&P; Sharpe ~0.92; Calmar ~1.02; max drawdown ~51.65%. Weekly-rebalanced BTC-proxy basket offers higher upside and crypto exposure with disciplined risk versus the S&P.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
AlphaBetaR2R
0.132.670.310.56
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
76.48%13.03%1.36%5.73%0.79
110.32%17.38%-19.52%-16.17%0.6
Initial Investment
$10,000.00
Final Value
$21,032.02
Regulatory Fees
$6.02
Total Slippage
$14.12
Invest in this strategy
OOS Start Date
Dec 27, 2023
Trading Setting
Weekly
Type
Stocks
Category
Crypto proxy equities, bitcoin miners, concentrated thematic, high volatility, weekly rebalance, roth ira
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.

"BTC Roths | Deez | 3JUL2023" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"BTC Roths | Deez | 3JUL2023" is currently allocated toHUT, BITF, COIN, MARA, MSTRandRIOT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "BTC Roths | Deez | 3JUL2023" has returned 52.81%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "BTC Roths | Deez | 3JUL2023" is 51.65%. 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 "BTC Roths | Deez | 3JUL2023", 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.