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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 (20% each). It only rebalances when a holding moves outside a ~15–25% band around its target. Simple, low-maintenance, but very concentrated in U.S. mega-cap tech/growth.
NutHow it works
It splits your money evenly across five stocks—Apple, Microsoft, Google (Alphabet), Amazon, and Tesla (20% each). It stays put most of the time. Only when a stock drifts far from its 20% target—below ~15% or above ~25%—does it trade: trim what’s too big and add to what’s too small to get back near 20%.
CheckmarkValue prop
Out-of-sample, this 5 mega-cap tech strategy targets ~55% annualized return vs ~24.5% for the S&P, with higher Sharpe (~1.57 vs ~1.15) and Calmar (~3.0). Accept ~18.6% drawdown vs ~14.7% for much bigger upside.

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Invest in this strategy
OOS Start Date
Mar 2, 2025
Trading Setting
Threshold 5%
Type
Stocks
Category
Us equities, mega-cap growth, tech-heavy, equal-weight, threshold rebalancing, concentrated
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.

"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 55.31%. 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, crypto, and options.