Skip to Content
Symphonies
Equities Threshold-Triggered Rebalance - Dumpster Fire đź—‘
Today’s Change
—

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

About

A simple, concentrated 3‑stock plan: Apple 40%, Microsoft 30%, Google 30%. It only trades when any holding drifts >2% from target, then resets to 40/30/30. Highly focused on US mega‑cap tech—can be volatile and tax‑inefficient, but keeps the mix steady.
NutHow it works
It holds three stocks: Apple (40%), Microsoft (30%), and Alphabet/Google (30%). As prices move, each stock’s share of the portfolio drifts. If any one moves more than 2 percentage points away from its target (e.g., Apple above 42% or below 38%), it trades to restore 40/30/30. No scheduled rebalances; 100% stays in these three.
CheckmarkValue prop
Out-of-sample edge: Sharpe 2.21 vs SPY 1.40; oos return 69.8% vs 31.1%; Calmar 4.17. A focused 3-mega-cap tech tilt with drift-based rebalancing offers superior risk-adjusted upside vs the S&P, with higher drawdown risk in tech downturns.
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
827.86%11.04%1.36%5.73%0.65
Equities Threshold-Triggered Rebalance - Dumpster Fire đź—‘
20,654.79%28.52%3.94%15.67%1.12
Initial Investment
$10,000.00
Final Value
$2,075,478.69
Regulatory Fees
$54.25
Total Slippage
$330.65
Invest in this strategy
OOS Start Date
Mar 15, 2025
Trading Setting
Threshold 2%
Type
Stocks
Category
Us mega-cap tech, concentrated equities, 3-stock portfolio, threshold rebalancing
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.

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 69.79%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 16.72%. 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, crypto, and options.