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Symphonies
Dual Momentum with Fallback Strategy
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A monthly, trend-driven momentum strategy: when the market is rising, own four fast-moving AI/tech and power names; when it’s weak, rotate into defensive blue-chips. Aims to ride winners and sidestep downturns.
NutHow it works
Each month it checks if big U.S. stocks (via the XLG ETF of the S&P 500’s top 50) are rising over 2–8 months. If yes, it buys the 4 strongest winners (past 90 days) from an AI/tech-and-power shortlist (NVDA, MSFT, AMZN, META, VST, CEG, TLN, TSM, ANET, VRT, etc.), equal‑weighted. If not, it shifts to steadier defensive names (WMT, PG, KO, JNJ, DUK, etc.), picking the top 2 over 5, 9 and 97 days and blending them (2/3, 2/9, 1/9) to total 100%.
CheckmarkValue prop
Despite weak OOS results, this rules-based dual-momentum strategy offers diversification and explicit risk-off protection, aiming to capture leadership in uptrends and complement the S&P 500 as a tactical sleeve rather than a core.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.652.030.370.61
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
25.38%14.92%-1.77%0.2%0.89
Dual Momentum with Fallback Strategy
263.42%121.03%3.51%20.92%1.65
Initial Investment
$10,000.00
Final Value
$36,341.69
Regulatory Fees
$5.66
Total Slippage
$38.25
Invest in this strategy
OOS Start Date
Oct 3, 2025
Trading Setting
Monthly
Type
Stocks
Category
Trend-following,momentum,tactical allocation,defensive fallback,mega-cap tech,ai,utilities,monthly rebalance
Tickers in this symphonyThis symphony trades 31 assets in total
Ticker
Type
ALAB
Astera Labs, Inc. Common Stock
Stocks
AMZN
Amazon.Com Inc
Stocks
ANET
Arista Networks
Stocks
APP
Applovin Corporation Class A Common Stock
Stocks
CEG
Constellation Energy Corporation Common Stock
Stocks
CL
Colgate-Palmolive Company
Stocks
COHR
Coherent Corp.
Stocks
DUK
Duke Energy Corporation
Stocks
GIS
General Mills, Inc.
Stocks
HEI/A
HEICO CORP CL A
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.

"Dual Momentum with Fallback Strategy" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Dual Momentum with Fallback Strategy" is currently allocated toCOHR, TSM, HEI/AandVRT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Dual Momentum with Fallback Strategy" has returned -17.88%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Dual Momentum with Fallback Strategy" is 30.34%. 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 "Dual Momentum with Fallback Strategy", 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.