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Symphonies
Momentum V0.1
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple momentum plan: each month buy the two names from a preset list with the strongest last‑month returns, 50/50. The list spans big tech, banks, and energy (incl. uranium and a leveraged oil fund). Very concentrated; performance can be volatile.
NutHow it works
Once a month, look at how each stock/fund on the list did over roughly the last month. Pick the two with the biggest gains. Put 50% of your money in each. Next month, repeat and swap to the new top two if they change.
CheckmarkValue prop
Out-of-sample: annualized return 34.08% vs S&P 21.48%; momentum with monthly rebalancing and two picks. Higher drawdowns (~39% vs ~19%), but stronger upside in trending regimes and solid risk-adjusted tilt (Calmar ≈0.88).

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Invest in this strategy
OOS Start Date
Feb 8, 2023
Trading Setting
Monthly
Type
Stocks
Category
Momentum, monthly rebalance, concentrated, equities, large-cap tech, energy/uranium, financials, leveraged etf exposure
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.

"Momentum V0.1" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Momentum V0.1" is currently allocated toGOOGLandJNJ. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Momentum V0.1" has returned 34.08%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Momentum V0.1" is 38.91%. 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 "Momentum V0.1", 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.