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Symphonies
Equities Trend Strategy
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Own AAPL, MSFT, GOOGL, and AMZN only when each is in an uptrend and not overheated; otherwise sit in BIL (T‑bills). Equal-weight across the four sleeves and rebalanced daily. A cautious, rules-based trend approach to Big Tech.
NutHow it works
Each day the portfolio splits money evenly into 4 buckets: Apple, Microsoft, Google (Alphabet), and Amazon. For each stock: if the uptrend is intact (its 50‑day average price is above the 200‑day) and it isn’t overheated (an RSI score—how fast it’s been rising—is below 70), that bucket holds the stock. Otherwise it parks in BIL, a short‑term T‑bill fund. Rebalanced daily.
CheckmarkValue prop
Out-of-sample edge: ~13.3% annualized return with ~15% volatility, max drawdown ~13.1%, Calmar ~1.01, and Sharpe ~0.91. A low-beta (~0.5) mega-cap tech tilt with trend/RSI rules offers upside vs the S&P 500 with downside control.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.090.570.390.62
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
529.9%10.46%1.36%5.73%0.6
Equities Trend Strategy
1,376.56%15.67%2.39%12.62%0.9
Initial Investment
$10,000.00
Final Value
$147,655.75
Regulatory Fees
$402.67
Total Slippage
$2,250.59
Invest in this strategy
OOS Start Date
Mar 15, 2025
Trading Setting
Daily
Type
Stocks
Category
Trend-following, mega-cap tech, momentum, tactical allocation, defensive cash, rsi filter, moving averages, daily rebalance
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 Trend Strategy" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Equities Trend Strategy" is currently allocated toAAPL, AMZN, MSFTandGOOGL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Equities Trend Strategy" has returned 13.26%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Equities Trend Strategy" is 13.07%. 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 Trend 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.