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Symphonies
Dynamic Equities Strategy
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Each day, buy the 5 recent winners from 10 mega-cap U.S. stocks and give larger weights to the steadier ones (less volatile). Rebalanced daily; exposure spans tech, consumer, healthcare, and financials.
NutHow it works
Each day it looks at 10 big U.S. companies (Apple, Microsoft, Google/Alphabet, Amazon, Tesla, Nvidia, Berkshire Hathaway, Johnson & Johnson, Visa, Procter & Gamble). It picks the 5 with the best past 30‑day performance, then puts more money into the steadier ones and less into the jumpier ones. It rebalances daily. Sectors span tech, consumer, healthcare, and financials.
CheckmarkValue prop
Out-of-sample strategy delivers higher risk-adjusted and raw returns vs the S&P: roughly 43% vs 23% annualized, Sharpe ~1.85 vs 1.14, drawdown 11.3% vs 14.7%, beta ~0.78. Mega-cap momentum with volatility tilting lowers risk and preserves upside.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.151.030.630.79
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
700.29%14.45%-0.15%0.4%0.88
Dynamic Equities Strategy
6,863.56%31.69%-5%-5.4%1.35
Initial Investment
$10,000.00
Final Value
$696,356.24
Regulatory Fees
$2,090.41
Total Slippage
$12,863.17
Invest in this strategy
OOS Start Date
Mar 2, 2025
Trading Setting
Daily
Type
Stocks
Category
Us large-cap equities, momentum/trend, inverse-volatility weighting, daily rebalancing
Tickers in this symphonyThis symphony trades 10 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
AMZN
Amazon.Com Inc
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
JNJ
Johnson & Johnson
Stocks
MSFT
Microsoft Corp
Stocks
NVDA
Nvidia Corp
Stocks
PG
Procter & Gamble Company
Stocks
TSLA
Tesla, Inc. Common Stock
Stocks
V
VISA Inc.
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.

"Dynamic Equities Strategy" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Dynamic Equities Strategy" is currently allocated toNVDA, JNJ, AAPL, BRK/BandPG. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Dynamic Equities Strategy" has returned 30.30%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Dynamic Equities Strategy" is 11.29%. 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 "Dynamic Equities 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.