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Symphonies
Monthly NVDA or LLY Surfing
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Monthly two-stock plan driven by recent S&P 500 volatility: if markets are moderately choppy, go 100% Eli Lilly; otherwise split 50/50 between Nvidia and Eli Lilly. Focused exposure to tech (AI chips) and healthcare.
NutHow it works
Once a month it checks how “bumpy” the U.S. stock market has been over the last 21 trading days using SPY (an S&P 500 fund). If markets were very calm or extremely jumpy: hold 50% Nvidia (NVDA, AI chips) and 50% Eli Lilly (LLY, big pharma). If markets were moderately bumpy: hold 100% LLY. Then repeat next month.
CheckmarkValue prop
Out-of-sample, this strategy targets ~29.4% annualized returns vs SPY ~18.9%, driven by NVDA/LLY exposure. It carries higher drawdown (~29% vs ~19%) but Calmar ~1.0, offering stronger upside with balanced risk.

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Invest in this strategy
OOS Start Date
Mar 2, 2024
Trading Setting
Monthly
Type
Stocks
Category
Volatility regime, single-stock rotation, monthly rebalance, us large-cap, tech and healthcare
Tickers in this symphonyThis symphony trades 3 assets in total
Ticker
Type
LLY
Eli Lilly & Co.
Stocks
NVDA
Nvidia Corp
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
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.

"Monthly NVDA or LLY Surfing" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Monthly NVDA or LLY Surfing" is currently allocated toLLYandNVDA. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Monthly NVDA or LLY Surfing" has returned 22.77%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Monthly NVDA or LLY Surfing" is 29.31%. 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 "Monthly NVDA or LLY Surfing", 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, and options.