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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

Monthly, buy the 3 funds with the best gains over ~7 months from a set spanning stocks, bonds, real estate, commodities, gold, and cash. Equal weights. It shifts toward what’s working and can move defensive when markets struggle.
NutHow it works
Each month, look back about 7 months to see which of 9 broad funds went up the most. Pick the top 3 and split your money equally among them. The 9 funds cover: U.S. large and small stocks, developed and emerging foreign stocks, real estate, commodities, gold, long‑term U.S. bonds, and T‑bills (cash‑like).
CheckmarkValue prop
Out-of-sample, this strategy delivers superior risk-adjusted returns (Sharpe ≈ 2.41 vs SPY 1.44), much smaller drawdowns (≈6.25% vs 13.72%), and low beta (~0.24), driven by diversified momentum and defensive tilts versus the S&P 500.

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Invest in this strategy
OOS Start Date
Mar 8, 2025
Trading Setting
Monthly
Type
Stocks
Category
Tactical asset allocation,momentum rotation,multi-asset,trend following,global macro
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.

"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, IWMandGLD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Mama Bear Portfolio Approximation" has returned 32.28%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Mama Bear Portfolio Approximation" is 6.25%. 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, crypto, and options.