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Symphonies
Holiday Competition by Perfekt
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Rules-based rotation: ride mega-caps when they lead; otherwise choose defensive or a milder stock/cash mix based on short-term rates (via BIL). Seeks more upside in big-tech booms and less downside when leadership fades.
NutHow it works
Step 1: Is QQQ (Nasdaq‑100, tilted to giants) beating QQQE (same stocks, equal‑weighted) over ~1 month? If yes, buy MSFT, AAPL, NVDA plus amplified Nasdaq funds QLD (2x) and TQQQ (3x). If not, check BIL’s 1‑yr return. If ≥1.75% (rates high), go defensive: SGOL (gold), BIL (T‑bills), TIP (inflation‑linked Treasuries), USDU (long USD). Otherwise, go mild risk: SCHD (dividends), VOO (S&P 500), and BIL.
CheckmarkValue prop
Out-of-sample edge: annualized return ~38% vs SPY ~22%, with smaller drawdown (~15% vs ~19%) and solid Calmar (~2.5). Captures mega-cap leadership for upside, but shifts to defensive bets when leadership fades to improve risk-adjusted returns.

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Invest in this strategy
OOS Start Date
Dec 21, 2023
Trading Setting
Threshold 5%
Type
Stocks
Category
Tactical allocation,momentum,mega-cap tilt,rate/regime filter,defensive rotation,leveraged etfs
Tickers in this symphonyThis symphony trades 13 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
MSFT
Microsoft Corp
Stocks
NVDA
Nvidia Corp
Stocks
QLD
ProShares Ultra QQQ
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
QQQE
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
Stocks
SCHD
Schwab US Dividend Equity ETF
Stocks
SGOL
abrdn Physical Gold Shares ETF
Stocks
TIP
iShares TIPS Bond 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.

"Holiday Competition by Perfekt" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Holiday Competition by Perfekt" is currently allocated toNVDA, TQQQ, AAPL, QLDandMSFT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Holiday Competition by Perfekt" has returned 32.58%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Holiday Competition by Perfekt" is 15.05%. 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 "Holiday Competition by Perfekt", 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.