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About

A simple all‑stocks portfolio: four broad U.S. index funds at 20% each, plus 20% in a fund holding the “Magnificent Seven” (Apple, Microsoft, Google, Amazon, Meta, Tesla, Nvidia) to boost growth exposure. Rebalanced daily; heavy big‑tech tilt.
NutHow it works
Keeps 20% in each of five funds and resets daily: VOO (500 biggest U.S. companies), VTI (almost all U.S. stocks), DIA (Dow’s 30 blue chips), QQQ (tech‑heavy Nasdaq‑100), and MAGS (the “Magnificent Seven”: Apple, Microsoft, Google, Amazon, Meta, Tesla, Nvidia). Broad U.S. stocks plus an extra tech tilt.
CheckmarkValue prop
Out-of-sample results show higher annualized return (33.4% vs 26.4%), better risk-adjusted return (Sharpe ~2.50 vs ~2.33), and a very strong Calmar ratio (~10.7) with modest drawdowns versus the S&P 500.
Invest in this strategy
OOS Start Date
Jul 1, 2025
Trading Setting
Daily
Type
Stocks
Category
Us equities, index etfs, tech overweight, large-cap growth tilt, concentrated mega-cap exposure, daily rebalancing
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type