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

About

Daily switches between a growth mix (QQQ+VOO) and a defensive mix (XLP, XLV, XLU, SCHD) using a simple price trend check on defensive sectors: if any look weak short‑term vs long‑term, go growth; otherwise stay defensive.
NutHow it works
Each day it picks one of two baskets. - Growth: QQQ (big tech) + VOO (broad S&P 500). - Defensive: XLP (everyday staples), XLV (health care), XLU (utilities), SCHD (dividend stocks). It checks each defensive fund: if its recent 10‑day average price falls below its 100‑day average (sign of weakening), it buys the Growth basket 50/50. If none are weakening, it buys the Defensive basket equally.
CheckmarkValue prop
Dynamic sector-rotation between growth and defensives aims for upside with controlled risk. Out-of-sample: 32.82% vs SPY 31.10%, Calmar 2.24, Sharpe ~1.40—stronger risk-adjusted returns, with a modestly higher drawdown.

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Invest in this strategy
OOS Start Date
Mar 16, 2025
Trading Setting
Daily
Type
Stocks
Category
Us equities, sector rotation, trend-following, moving averages, daily rebalance, defensive vs growth
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.

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

"Dynamic Sector Rotation" is currently allocated toQQQandVOO. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Dynamic Sector Rotation" has returned 32.82%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Dynamic Sector Rotation" is 14.66%. 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 Sector Rotation", 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.