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Symphonies
Equities Threshold-Triggered Rebalance - Dumpster Fire 🗑
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple, concentrated stock portfolio: 40% Apple, 30% Microsoft, 30% Alphabet, with occasional rebalancing only when the weights drift too far.
NutHow it works
This strategy puts 40% in Apple, 30% in Microsoft, and 30% in Alphabet (Google’s parent company). It does not use trading indicators or try to predict the market. It mostly leaves the portfolio alone, but if one holding drifts too far from its target weight—about 2 percentage points—it rebalances back toward the original mix.
CheckmarkValue prop
Out-of-sample annualized return ~36.7% vs S&P ~21.6%, with Sharpe ~1.50 and Calmar ~2.13 - strong risk-adjusted upside. A simple 40/30/30 AAPL/MSFT/GOOGL with 2% drift rebalance. Concentrated tech exposure; higher drawdowns than S&P but clear upside.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.151.050.620.79
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
950.86%11.19%-1.04%-0.34%0.66
Equities Threshold-Triggered Rebalance - Dumpster Fire 🗑
23,496.55%27.93%-1.52%1.05%1.11
Initial Investment
$10,000.00
Final Value
$2,359,654.50
Regulatory Fees
$62.43
Total Slippage
$484.63
Invest in this strategy
OOS Start Date
Mar 15, 2025
Trading Setting
Threshold 2%
Type
Stocks
Category
Equities, large-cap tech, concentrated portfolio, threshold rebalancing, buy-and-hold
Tickers in this symphonyThis symphony trades 3 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
MSFT
Microsoft Corp
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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toAAPL, MSFTandGOOGL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 36.74%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 17.28%. 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 the symphony, 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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