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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 stock mix for rough markets: 30% Health Care, 25% Consumer Staples, 25% Utilities, 20% U.S. dividend payers, rebalanced daily. Aims to fall less than the market but may lag in strong rallies.
NutHow it works
It’s a simple defensive stock mix. Your money is split into four broad U.S. stock funds that tend to be steadier in rough markets: 30% Health Care (Health Care Select Sector SPDR), 25% Consumer Staples (Consumer Staples Select Sector SPDR), 25% Utilities (Utilities Select Sector SPDR), and 20% Dividend-paying U.S. companies (Schwab U.S. Dividend Equity ETF). It doesn’t try to time the market. It just keeps these percentages by rebalancing daily. Expect milder ups/downs than the overall market, but it can still lose money and may lag in big tech-led rallies.
CheckmarkValue prop
Defensive, fixed-weight equity sleeve. Out-of-sample drawdown ~8.75% vs SPY ~13.73%, beta ~0.45, Calmar ~1.22, Sharpe ~0.85. Offers steadier, lower-risk exposure in rough markets with potential lag in strong rallies.
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 equities, us sector tilt, dividend focus, bear-market allocation
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 11.91%. 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.