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Symphonies
Mega Cap extra safe momentum
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Own the 3 strongest mega‑cap stocks when big‑tech is trending up, rotate into a basket of safer assets when trend weakens or drops accelerate, and briefly hedge with UVXY when things look “too hot.” Equal‑weight, rebalanced daily.
NutHow it works
First, check if QQQ (big‑tech index ETF) is above its 175‑day trend. If not, hold the 3 strongest “safety” ETFs: TMF (3x long Treasuries), PDBC (commodities), GLD (gold), IEO (oil producers), XLU (utilities), USDU (long USD). If trend is up: if QQQ fell >7% in 2 weeks, use the same safety mix; else if it looks overheated (RSI, a ‘too hot’ meter) buy UVXY (volatility hedge); otherwise own the 3 best‑performing mega‑cap stocks. Equal‑weight, rebalance daily.
CheckmarkValue prop
Out-of-sample, this strategy offers bigger upside with disciplined risk: 29.2% annualized return vs 20.1% for the S&P, positive alpha, Calmar ~1.15, and beta ~0.74. Expect higher drawdowns (~25%) in pullbacks for the potential of stronger gains.

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Invest in this strategy
OOS Start Date
Aug 31, 2024
Trading Setting
Daily
Type
Stocks
Category
Momentum, trend following, defensive rotation, mega-cap equities, risk management, volatility hedge
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.

"Mega Cap extra safe momentum" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Mega Cap extra safe momentum" is currently allocated toGOOGL, AAPLandTSLA. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Mega Cap extra safe momentum" has returned 29.20%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Mega Cap extra safe momentum" is 25.39%. 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 "Mega Cap extra safe momentum", 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.