Skip to Content
Symphonies
Jerry Romaine
Today’s Change
—

A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple 100% U.S.-stock mix: 20% Berkshire, 20% S&P 500 fund (VOO), 30% Nasdaq‑100 fund (QQQM), 30% large‑cap growth fund (SCHG). Rebalanced daily, it leans heavily toward big tech and growth versus the broad market.
NutHow it works
Hold four pieces and keep them at fixed weights each day: 20% Berkshire Hathaway (Warren Buffett’s conglomerate), 20% VOO (S&P 500—big U.S. companies), 30% QQQM (Nasdaq‑100—very tech‑heavy), 30% SCHG (fast‑growing large U.S. stocks). No timing—just maintain this mix. This tilts toward big tech and growth.
CheckmarkValue prop
Out-of-sample, this strategy offers strong risk-adjusted performance with lower drawdowns: Sharpe ~2.28, Calmar ~6.13, max drawdown 4.64% vs SPY 5.07%, beta ~0.98, and 28.45% annualized return—greater downside protection than the S&P 500.

Loading backtest data...

Invest in this strategy
OOS Start Date
May 20, 2025
Trading Setting
Daily
Type
Stocks
Category
Us equities, large-cap growth tilt, tech-heavy, long-only, static weights, daily rebalancing
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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.

"Jerry Romaine" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Jerry Romaine" is currently allocated toVOO, QQQM, SCHGandBRK/B. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Jerry Romaine" has returned 28.45%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Jerry Romaine" is 4.64%. 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 "Jerry Romaine", 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, crypto, and options.