Skip to Content
Trade options on Composer. Earn up to $200 in cash rebates!Get Started.T&Cs apply.
Symphonies
Monthly Mega-Cap V2 | MA of return + cumulative return | Pskonejott
Today’s Change
—

A symphony is an automated trading strategy — Learn more about symphonies here

About

Monthly 4-stock rotation: 50% in top-trending mega-cap tech (6‑month trend) and 50% in top-performing defensive mega-caps (1‑year return). Equal-weighted, concentrated, always invested.
NutHow it works
Each month, own 4 mega‑caps (25% each). Tech side (50%): from Apple, Microsoft, Google, Amazon, Nvidia, Broadcom, Oracle, TSMC, ASML, buy the 2 with the steadiest ~6‑month uptrend (average recent daily gains). Defensive side (50%): from big healthcare/staples/financials (Eli Lilly, Merck, J&J, Novo, Coke, Pepsi, Costco, Walmart, Visa, Mastercard, Berkshire, etc.), buy the 2 with the best ~1‑year total gain. Recheck monthly.
CheckmarkValue prop
Out-of-sample annual return ~49% vs ~20% for the S&P, with higher risk-adjusted: Sharpe ~1.65 and Calmar ~1.78. A 4-stock, monthly rotation into tech momentum and defensive megacaps—fully invested and simple to follow.

Loading backtest data...

Invest in this strategy
OOS Start Date
Nov 30, 2022
Trading Setting
Monthly
Type
Stocks
Category
Momentum rotation, trend-following, mega-cap stocks, monthly rebalancing, concentrated, tech + defensive
Tickers in this symphonyThis symphony trades 28 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
AMZN
Amazon.Com Inc
Stocks
ASML
ASML Holding NV
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
AZN
AstraZeneca PLC
Stocks
BAC
Bank of America Corporation
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
CL
Colgate-Palmolive Company
Stocks
COST
Costco Wholesale Corp
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toASML, GOOGL, JNJandNVS. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 49.06%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 27.53%. 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 the symphony, 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.