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Symphonies
[Follow] Dumb Money
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A tech‑tilted U.S. stock portfolio with Costco and UnitedHealth for defense, some cash‑like T‑Bills, a factor hedge (BTAL), and a tiny sleeve of 3x tech plus a small short Nasdaq. Rebalanced daily to fixed weights.
NutHow it works
It keeps a fixed mix, rebalanced daily: 25% VOO (broad U.S. stocks), 25% VGT (big tech like Apple/Microsoft), 15% COST (Costco), 15% UNH (UnitedHealth), 7.5% BIL (1–3 month T‑Bills, cash‑like), 7.5% BTAL (a hedge that favors steady stocks over high‑flyers), plus 4% TECL (3x daily tech, very risky) and 1% PSQ (moves opposite the Nasdaq‑100).
CheckmarkValue prop
Out-of-sample: lower risk (beta ~0.82), smaller drawdown (15.5%), Calmar ~1.20, ~1.28 Sharpe, and ~18.5% return—better risk-adjusted growth vs the S&P 500, aided by a tech tilt and ballast.

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Invest in this strategy
OOS Start Date
Dec 7, 2022
Trading Setting
Daily
Type
Stocks
Category
Us equities, technology tilt, healthcare, consumer staples, t-bills/cash, factor hedge, leveraged etf, short nasdaq, daily rebalancing
Tickers in this symphonyThis symphony trades 8 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
COST
Costco Wholesale Corp
Stocks
PSQ
ProShares Short QQQ
Stocks
TECL
Direxion Daily Technology Bull 3x Shares
Stocks
UNH
UNITEDHEALTH GROUP INCORPORATED (Delaware)
Stocks
VGT
Vanguard Information Technology ETF
Stocks
VOO
Vanguard S&P 500 ETF
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.

"[Follow] Dumb Money" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"[Follow] Dumb Money" is currently allocated toVOO, TECL, BTAL, UNH, VGT, BIL, COSTandPSQ. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "[Follow] Dumb Money" has returned 18.47%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "[Follow] Dumb Money" is 15.45%. 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 "[Follow] Dumb Money", 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.