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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 fixed-weight, defensive equity mix using XLP, XLV, XLU, and SCHD with daily rebalancing to a 25/30/25/20 allocation for bear-market stability and income.
NutHow it works
- You’re investing in four ETFs that represent different parts of the defensive, income-focused equity universe: XLP (consumer staples), XLV (health care), XLU (utilities), and SCHD (dividend-focused). - The plan fixes weights at 25% XLP, 30% XLV, 25% XLU, and 20% SCHD, totaling 100%. - Every trading day, the portfolio is adjusted to return to those exact weights (daily rebalance). - The goal is to reduce risk and provide steadier income during a medium-term bear market, rather than chasing high growth. - If markets move, the rebalancing buys more of the underweight ETFs and sells the overweight ones to restore the target mix. - Pros: potentially lower volatility and income from dividends; cons: higher trading costs, tax impact, and sector concentration risk. - Example outcome: if health care stocks rally, the system will sell some XLV and buy XLP, XLU, or SCHD to keep the 30/25/25/20 balance.
CheckmarkValue prop
Fixed-weight defensive mix (XLP, XLV, XLU, SCHD) for bear markets. OOS results: max drawdown 8.75% vs SPY 13.73%, annualized return 10.7%, Calmar 1.22. Delivers steadier income and better downside protection than the S&P, even when growth lags.
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
610.43%14.62%-1.77%0.2%0.9
Grok AI Med-Term Bear Mrkt Allocation
416.53%12.11%-2.37%6.25%0.9
Initial Investment
$10,000.00
Final Value
$51,652.83
Regulatory Fees
$72.39
Total Slippage
$57.92
Invest in this strategy
OOS Start Date
Mar 15, 2025
Trading Setting
Daily
Type
Stocks
Category
Defensive equity mix, bear-market allocation, fixed-weight, dividend-focused, sector etfs
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 12.38%. 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.