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Symphonies
Mama Bear Portfolio Approximation
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A monthly “follow the winners” strategy: rank 9 major asset types by their last ~7 months of performance, then hold the top 3 equally until next month.
NutHow it works
Once a month, the strategy looks at 9 investments and asks: which 3 did best over roughly the last 7 months? It then puts about one-third in each of those 3 and drops the rest. The menu spans U.S. stocks, foreign stocks, small companies, real estate, commodities, gold, long-term Treasury bonds, and short-term T-bills (cash-like safety).
CheckmarkValue prop
Out-of-sample annualized return ~25% vs S&P 21%, with higher risk-adjusted Sharpe (1.65 vs 1.22) and lower drawdown (6.5% vs 13.7%; Calmar 3.83). A monthly cross-asset momentum strategy rotating into 3 leaders for diversified growth.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.040.350.260.51
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
644.69%11.26%-1.04%-0.34%0.64
Mama Bear Portfolio Approximation
351.25%8.34%-3.24%0.64%0.65
Initial Investment
$10,000.00
Final Value
$45,125.39
Regulatory Fees
$29.27
Total Slippage
$207.40
Invest in this strategy
OOS Start Date
Mar 8, 2025
Trading Setting
Monthly
Type
Stocks
Category
Tactical asset allocation, momentum, relative strength, cross-asset rotation, trend following, global macro
Tickers in this symphonyThis symphony trades 9 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
EEM
iShares MSCI Emerging Markets ETF
Stocks
EFA
iShares MSCI EAFE ETF
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
IWM
iShares Russell 2000 ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
VNQ
Vanguard Real Estate 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.

"Mama Bear Portfolio Approximation" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Mama Bear Portfolio Approximation" is currently allocated toEEM, SPYandIWM. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Mama Bear Portfolio Approximation" has returned 24.99%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Mama Bear Portfolio Approximation" is 6.52%. 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 "Mama Bear Portfolio Approximation", 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.
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