Skip to Content
Symphonies
Equal-Weight Rebalancing Strategy
Today’s Change
—

A symphony is an automated trading strategy — Learn more about symphonies here

About

Keeps equal 25% slices in Bitcoin, Ethereum, SPY (S&P 500), and Apple, rebalancing daily. Sells some of what just rose and buys what fell. Simple and disciplined, but high volatility, trading/tax costs, and concentration in tech and crypto.
NutHow it works
Each day the portfolio holds 25% in four assets and rebalances back to those targets: Bitcoin (BTC), Ethereum (ETH), SPY (a fund that mirrors the S&P 500 stock index), and Apple stock (AAPL). If one grows past 25%, it trims it; if one drops below 25%, it buys more. This builds a steady “buy low, sell high” habit across crypto and U.S. stocks, but causes frequent trades, taxes, and big exposure to tech and crypto swings.
CheckmarkValue prop
Out-of-sample return 33.8% vs SPY 24.5%; Calmar 1.31 signals solid risk-adjusted gains. Higher volatility and ~25.7% drawdowns, but disciplined crypto/tech rebalancing can outperform the S&P 500 over the long run.

Loading backtest data...

Invest in this strategy
OOS Start Date
Mar 2, 2025
Trading Setting
Daily
Type
Hybrid
Category
Equal-weight, rebalancing, multi-asset, crypto, us equities, tech concentration, daily, long-only
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.

"Equal-Weight Rebalancing Strategy" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Equal-Weight Rebalancing Strategy" is currently allocated toSPY, AAPL, CRYPTO::BTC//USDandCRYPTO::ETH//USD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Equal-Weight Rebalancing Strategy" has returned 33.76%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Equal-Weight Rebalancing Strategy" is 25.73%. 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 "Equal-Weight Rebalancing 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, crypto, and options.