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Symphonies
M. Formula - 50,000 Million Market Cap -
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Equal-weight basket of 30 $50B+ companies. Heavy in healthcare, plus energy, tech, and consumer names. Buy-and-hold with no scheduled rebalancing; each stock ~3.3% at the start.
NutHow it works
It buys 30 very large, established companies (each worth $50B+). Each starts as the same-sized slice (~3.3% per stock). It then holds them; there’s no set rebalancing, so weights drift over time. Sector mix: Healthcare ~33%, Tech ~17%, Energy ~13%, Consumer Discretionary ~13%, Staples/Telecom/Industrials ~7% each, Materials ~3%. Examples: Johnson & Johnson, Exxon, Home Depot, Cisco, Marriott, Caterpillar.
CheckmarkValue prop
Equal-weighted basket of 30 mega-cap stocks with a healthcare/energy tilt. Out-of-sample, it offers a steadier ride than the S&P 500: drawdown 12.1% vs 18.8%, Calmar ~1.39, beta ~0.61, plus dividend-friendly exposure and strong risk control.

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Invest in this strategy
OOS Start Date
Dec 15, 2023
Trading Setting
Threshold 22%
Type
Stocks
Category
Large-cap equities, equal-weight, buy-and-hold, sector-tilted, dividend tilt, us-focused
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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toMAR, CVS, ADP, AMAT, KLAC, CMCSA, XOM, CI, QCOM, MRK, BKNG, LOW, JNJ, AMGN, MO, SLB, VZ, MPC, PFE, LMT, HD, ABBV, CSCO, EOG, GILD, SCCO, MCK, BMY, CATandPM. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 16.86%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 12.09%. 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 the symphony, 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.