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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, fixed‑weight U.S. stock portfolio: 20% Berkshire Hathaway, 20% S&P 500 (VOO), 30% Nasdaq‑100 (QQQM), 30% U.S. large‑cap growth (SCHG). Rebalanced daily. Heavy tilt to mega‑cap growth/tech; Berkshire adds a diversified, quality ballast.
NutHow it works
It keeps a fixed mix of four U.S. stock holdings and resets to these weights each day: - 20% BRK.B: Berkshire Hathaway (Buffett’s conglomerate: insurance, railroad, utilities, lots of cash). - 20% VOO: S&P 500 fund (broad U.S. market). - 30% QQQM: Nasdaq‑100 fund like QQQ but with a lower fee; very tech‑heavy. - 30% SCHG: U.S. large‑cap growth fund (Apple, Microsoft, Nvidia, Alphabet, etc). Net effect: 100% stocks, tilted to big‑growth/tech; Berkshire adds some balance.
CheckmarkValue prop
Out-of-sample, this fixed-weight US equity mix posts ~22% annualized return with a ~1.65 Sharpe and ~2.14 Calmar, beta near 1—offering stronger risk-adjusted growth than the S&P 500, though drawdowns can be a bit larger (~10%).
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
01.070.960.98
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
130.67%15.91%1.36%13.5%0.96
Jerry Romaine
142.55%16.94%1.53%14.09%0.95
Initial Investment
$10,000.00
Final Value
$24,255.13
Regulatory Fees
$42.73
Total Slippage
$17.41
Invest in this strategy
OOS Start Date
May 20, 2025
Trading Setting
Daily
Type
Stocks
Category
Us equities, large-cap, growth tilt, tech-heavy, static allocation, daily rebalance
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 22.06%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Jerry Romaine" is 10.32%. 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.