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Symphonies
Copilot AI - April22
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A mostly stock, growth-tilted ETF mix: 40% US stocks, 20% non‑US stocks, 20% sector tilts (tech/health/consumer), 10% bonds, 10% alternatives (commodities/real estate/solar). Even splits within buckets; buy-and-hold with no auto-rebalancing.
NutHow it works
It buys a set list of ETFs at fixed target weights and holds them. Targets: 40% US stocks (QQQ tech-heavy; SPY S&P 500; VTI total US), 20% non‑US stocks (EFA developed; VWO emerging; ACWX all non‑US), 20% sectors (XLY consumer; XLV health; XLK tech), 10% bonds (AGG, BND, LQD), 10% alts (DBC commodities; IYR real estate; TAN solar). Each bucket is split evenly. No automatic rebalancing.
CheckmarkValue prop
Out-of-sample tested growth strategy with stronger risk-adjusted returns: Sharpe 1.36 vs 1.27, drawdown 16.3% vs 18.8%, Calmar ~1.26. Diversified ETF blend aiming for growth with better downside protection than the S&P 500.

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Invest in this strategy
OOS Start Date
Apr 22, 2024
Trading Setting
Threshold 10%
Type
Stocks
Category
Multi-asset, etf, strategic allocation, growth tilt, us equities, international, sector tilts, bonds, commodities, real estate
Tickers in this symphonyThis symphony trades 15 assets in total
Ticker
Type
ACWX
iShares MSCI ACWI ex US ETF
Stocks
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
EFA
iShares MSCI EAFE ETF
Stocks
IYR
iShares U.S. Real Estate ETF
Stocks
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TAN
Invesco Solar 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.

"Copilot AI - April22" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Copilot AI - April22" is currently allocated toXLV, QQQ, DBC, LQD, SPY, EFA, VTI, IYR, VWO, TAN, ACWX, XLK, XLY, AGGandBND. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Copilot AI - April22" has returned 18.26%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Copilot AI - April22" is 16.31%. 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 "Copilot AI - April22", 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.