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Symphonies
Cash trigger Tech and etc
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Trend + momentum. If SPY is above its 200‑day average, hold the single top 3‑month performer from a list of big stocks (plus SHY). If not, rotate into the top bond fund (TLT, JNK, SHY, or MUB). Rebalanced monthly.
NutHow it works
Monthly rule: if SPY is above its ~200‑day average, go Risk ON; else Risk OFF. Risk ON: 100% in the best ~3‑month performer from Apple, Nvidia, Microsoft, Alphabet/Google, Amazon, Lockheed Martin, Exxon Mobil, Costco, T‑Mobile, or SHY (short‑term Treasuries). Risk OFF: hold the top bond fund over ~3 months: TLT (long Treasuries), JNK (high‑yield), SHY (short Treasuries), or MUB (municipal bonds). Note: BRK.B isn’t used.
CheckmarkValue prop
Out-of-sample, this strategy posts ~60% annualized return, Sharpe ~1.88 and Calmar ~2.60—far above SPY (~15% return, ~0.87 Sharpe). A disciplined risk-on/off rotation targets mega-cap momentum with focused risk control.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.360.540.10.31
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
630.1%11.7%-0.15%0.4%0.66
Cash trigger Tech and etc
84,289.87%45.51%10.82%13.7%1.26
Initial Investment
$10,000.00
Final Value
$8,438,987.45
Regulatory Fees
$2,773.16
Total Slippage
$18,116.12
Invest in this strategy
OOS Start Date
Nov 25, 2024
Trading Setting
Monthly
Type
Stocks
Category
Trend-following, momentum, risk-on/risk-off, monthly rebalance, concentrated, large-cap tech tilt, bond rotation
Tickers in this symphonyThis symphony trades 14 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
AMZN
Amazon.Com Inc
Stocks
COST
Costco Wholesale Corp
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
JNK
State Street SPDR Bloomberg High Yield Bond ETF
Stocks
LMT
Lockheed Martin Corp.
Stocks
MSFT
Microsoft Corp
Stocks
MUB
iShares National Muni Bond ETF
Stocks
NVDA
Nvidia Corp
Stocks
SHY
iShares 1-3 Year Treasury Bond ETF
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.

"Cash trigger Tech and etc" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Cash trigger Tech and etc" is currently allocated toLMT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Cash trigger Tech and etc" has returned 64.04%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Cash trigger Tech and etc" is 23.24%. 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 "Cash trigger Tech and etc", 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.