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Symphonies
Grok AI Bear Mrkt Med-Term Plus
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A defensive, long-only stock ETF mix for bear markets: heavy in consumer staples, health care, and utilities; plus dividend stocks (SCHD) and small slices of big-tech (QQQ) and the S&P 500 (VOO). Rebalanced daily to fixed weights.
NutHow it works
This is a fixed mix of stock ETFs built for rough markets. Most goes to steady, everyday-needs businesses: consumer staples (XLP), health care (XLV), and utilities (XLU), which people still use in recessions. It adds a dividend fund (SCHD) and small slices of big-tech (QQQ) and the broad U.S. market (VOO). It rebalances daily to keep those set percentages.
CheckmarkValue prop
Defensive, dividend-tilted equity mix designed to weather bear markets with lower drawdowns and steadier risk-adjusted returns vs the S&P 500. Out-of-sample: beta ~0.57; max drawdown ~9.3% vs 13.7%; Sharpe ~1.12; Calmar ~1.62; ~15% annualized.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.020.760.830.91
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
654.18%15%6.16%5.09%0.92
Grok AI Bear Mrkt Med-Term Plus
496.23%13.15%0.83%3.39%0.95
Initial Investment
$10,000.00
Final Value
$59,623.00
Regulatory Fees
$72.91
Total Slippage
$65.10
Invest in this strategy
OOS Start Date
Mar 16, 2025
Trading Setting
Daily
Type
Stocks
Category
Defensive equity mix, bear-market tilt, us sector etfs, dividend tilt, long-only, static allocation
Tickers in this symphonyThis symphony trades 6 assets in total
Ticker
Type
QQQ
Invesco QQQ Trust, Series 1
Stocks
SCHD
Schwab US Dividend Equity ETF
Stocks
VOO
Vanguard S&P 500 ETF
Stocks
XLP
State Street Consumer Staples Select Sector SPDR ETF
Stocks
XLU
State Street Utilities Select Sector SPDR ETF
Stocks
XLV
State Street Health Care Select Sector SPDR 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.

"Grok AI Bear Mrkt Med-Term Plus" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Grok AI Bear Mrkt Med-Term Plus" is currently allocated toQQQ, VOO, XLP, XLU, XLVandSCHD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Grok AI Bear Mrkt Med-Term Plus" has returned 13.77%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Grok AI Bear Mrkt Med-Term Plus" is 9.27%. 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 "Grok AI Bear Mrkt Med-Term Plus", 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.