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Symphonies
Jerry Romaine
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple 4‑holding, U.S. stock‑only mix: 20% Berkshire, 20% S&P 500 fund (VOO), 30% Nasdaq‑100 fund (QQQM), 30% large‑cap growth fund (SCHG). Daily rebalanced. Tech/growth heavy with little diversification beyond U.S. stocks.
NutHow it works
It keeps fixed targets: 20% Berkshire Hathaway (Warren Buffett’s company), 20% VOO (fund tracking the S&P 500), 30% QQQM (fund tracking the Nasdaq‑100—big tech‑heavy), 30% SCHG (fund of large, fast‑growing U.S. companies). It checks daily and trades back to these targets. This leans hard into U.S. growth/tech and excludes bonds/international, so expect bigger swings than the S&P 500.
CheckmarkValue prop
Out-of-sample: a 4-holding U.S. growth tilt with beta ~0.98, delivering solid risk-adjusted gains: oos return 21.1%, drawdown 4.64%, Sharpe 1.79, Calmar 4.54. Lower drawdowns and disciplined rebalancing vs the S&P.

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Invest in this strategy
OOS Start Date
May 20, 2025
Trading Setting
Daily
Type
Stocks
Category
Us equities, large-cap growth tilt, tech-heavy, concentrated, daily rebalancing
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
QQQM
Invesco NASDAQ 100 ETF
Stocks
SCHG
Schwab U.S. Large-Cap Growth ETF
Stocks
VOO
Vanguard S&P 500 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.

"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 14.92%. 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, and options.