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

About

A steady, defensive U.S. stock mix: staples (XLP), health care (XLV), utilities (XLU), and dividend stocks (SCHD). Always fully invested and rebalanced daily. Aims for smaller drops than the market but may underperform in strong bull runs.
NutHow it works
This portfolio stays 100% in U.S. stocks but tilts to defensive areas. It holds: XLP (consumer staples—everyday goods), XLV (health care), XLU (utilities—power/water), and SCHD (high‑dividend, quality U.S. companies). Weights: 25% XLP, 30% XLV, 25% XLU, 20% SCHD. It rebalances daily to keep these targets. No market timing—just a steadier equity mix that may fall less in downturns but can lag in big tech-led rallies.
CheckmarkValue prop
Defensive U.S. equities with lower beta (~0.45) and smaller drawdowns (8.75% vs 13.73%), plus solid risk metrics (Sharpe ~0.85; Calmar 1.22) out-of-sample. Steadier, downside-controlled gains vs the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.020.690.70.84
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
630.17%14.91%1.75%5.97%0.91
Grok AI Med-Term Bear Mrkt Allocation
428.57%12.35%5.94%10.4%0.92
Initial Investment
$10,000.00
Final Value
$52,857.41
Regulatory Fees
$72.05
Total Slippage
$57.49
Invest in this strategy
OOS Start Date
Mar 15, 2025
Trading Setting
Daily
Type
Stocks
Category
Defensive equities, us large-cap, sector-tilted (static), dividend tilt, daily rebalancing, bear-market resilience
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
SCHD
Schwab US Dividend Equity 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 Med-Term Bear Mrkt Allocation" is currently performing the same as yesterday today. Performance updates in real time during market hours.

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

Year-to-date, "Grok AI Med-Term Bear Mrkt Allocation" has returned 15.65%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Grok AI Med-Term Bear Mrkt Allocation" is 8.75%. 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 Med-Term Bear Mrkt Allocation", 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.