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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 31 very large blue‑chip stocks. No timing; rebalance only when weights drift widely. Tilted toward healthcare and energy, plus tech and consumer leaders, aiming for steady, diversified exposure to mature businesses.
NutHow it works
It holds an equal slice of 31 very large, established companies (generally over $50B). Examples: Johnson & Johnson (healthcare), Exxon Mobil (oil), Home Depot (home improvement), Verizon (telecom), Qualcomm (chips). Money is split evenly (~3% each). No market timing—positions are only adjusted if they drift far from equal weight. The mix leans to healthcare and energy, with tech, consumer, and industrial names for balance.
CheckmarkValue prop
Out-of-sample edge: Sharpe 1.56 vs 1.32, max drawdown 12% vs ~19%, beta ~0.62, dividend-tilted mega-cap mix—near-SPY returns but with far smoother, more resilient risk-adjusted growth.

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Invest in this strategy
OOS Start Date
Dec 15, 2023
Trading Setting
Threshold 22%
Type
Stocks
Category
Mega-cap/large-cap, equal-weight, buy-and-hold, wide-band rebalancing, us blue chips, dividend tilt, healthcare/energy tilt
Tickers in this symphonyThis symphony trades 30 assets in total
Ticker
Type
ABBV
ABBVIE INC.
Stocks
ADP
Automatic Data Processing
Stocks
AMAT
Applied Materials Inc
Stocks
AMGN
Amgen Inc
Stocks
BKNG
Booking Holdings Inc. Common Stock
Stocks
BMY
Bristol-Myers Squibb Co.
Stocks
CAT
Caterpillar Inc.
Stocks
CI
The Cigna Group
Stocks
CMCSA
Comcast Corp
Stocks
CSCO
Cisco Systems, Inc. Common Stock (DE)
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.

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 23.16%. 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, and options.