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Symphonies
COST + UNH or Not
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Daily, rules-based sleeve that mostly holds Costco and UnitedHealth when trends look healthy and parks in T‑bills when risk rises. After sharp selloffs it may take a brief, aggressive tech bounce trade; otherwise it stays defensive.
NutHow it works
Each day it picks: Costco+UnitedHealth, a cash‑like T‑bill fund, or a small tech fund. - Nasdaq 100 (QQQ/TQQQ): 10‑day “hot/cold” score (RSI), recent drops, 25‑day trend - Bonds (BND, IEF, TLT/TMF): recent drops and if bonds beat stocks If Nasdaq is overheated or sliding, it parks in T‑bills. In steady uptrends with bonds stable/leading, it holds COST+UNH (tilted to the steadier one). After sharp selloffs, it may briefly buy TECL.
CheckmarkValue prop
Out-of-sample, this strategy outperforms the S&P 500: ~62% annualized return vs ~21%, higher Sharpe (~1.37 vs ~1.21), and positive alpha (~0.27). It combines defensive core bets with selective tech bets for bigger upside with disciplined risk.

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Invest in this strategy
OOS Start Date
Apr 29, 2024
Trading Setting
Daily
Type
Stocks
Category
Defensive equity, tactical, rsi/trend filters, mean reversion, cash management, daily rebalance
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.

"COST + UNH or Not" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"COST + UNH or Not" is currently allocated toUNHandCOST. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "COST + UNH or Not" has returned 61.99%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "COST + UNH or Not" is 23.50%. 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 "COST + UNH or Not", 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.