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Symphonies
Equities Threshold-Based Rebalancing
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

An equal-weight portfolio of Apple, Microsoft, Google, Amazon, and Tesla that only rebalances when one stock gets too far above or below its 20% target.
NutHow it works
This portfolio splits money evenly across 5 well-known U.S. stocks: Apple, Microsoft, Alphabet (Google), Amazon, and Tesla. Each starts at 20%. It does not constantly trade. Instead, it only rebalances when one holding drifts too far from its target weight, helping keep any one stock from taking over the portfolio.
CheckmarkValue prop
Out-of-sample edge: ~26% annual return vs SPY ~18%, Calmar 1.41, and positive alpha. Equal-weight mega-cap tech mix with threshold rebalancing delivers larger long-term gains with disciplined risk—though drawdowns may be higher (~19%).
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.131.210.630.8
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
879.82%15%-1.04%-0.34%0.91
Equities Threshold-Based Rebalancing
9,866.68%32.56%0.58%2.6%1.23
Initial Investment
$10,000.00
Final Value
$996,668.09
Regulatory Fees
$19.10
Total Slippage
$160.12
Invest in this strategy
OOS Start Date
Mar 2, 2025
Trading Setting
Threshold 5%
Type
Stocks
Category
U.s. equities, mega-cap growth, concentrated portfolio, equal-weight, threshold rebalancing, technology-heavy
Tickers in this symphonyThis symphony trades 5 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
AMZN
Amazon.Com Inc
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
MSFT
Microsoft Corp
Stocks
TSLA
Tesla, Inc. Common Stock
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.

"Equities Threshold-Based Rebalancing" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Equities Threshold-Based Rebalancing" is currently allocated toAAPL, AMZN, MSFT, TSLAandGOOGL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Equities Threshold-Based Rebalancing" has returned 26.22%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Equities Threshold-Based Rebalancing" is 18.58%. 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 "Equities Threshold-Based Rebalancing", 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.
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