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Symphonies
New Era ETF Buy.&.Hold . no trades C.S.H. 6/03/26
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple buy‑and‑hold portfolio mixing AI, focused stock picks, dividend value, quality momentum, and Asia (incl. South Korea). Yearly “corridor” rebalancing trims only when weights stray too far, cutting trades, costs, and taxes while keeping the mix on target.
NutHow it works
It’s a set-and-forget mix of six stock ETFs tied to themes: manager’s best ideas, artificial intelligence, dividend value, quality+momentum, broad Asia, and South Korea. Each has a target %. Once a year you check; you only trade if a slice drifts outside its band, then nudge it back.
CheckmarkValue prop
Out-of-sample edge: ~10.3% annual return with positive Sharpe (~0.45) vs the S&P’s negative return; adds alpha and diversified AI/value/quality/Asia exposure. Higher drawdowns can occur in stress periods.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.331.750.660.81
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
34.95%30.84%1.36%13.5%2.19
New Era ETF Buy.&.Hold . no trades C.S.H. 6/03/26
137.68%117.36%16.12%44.76%2.98
Initial Investment
$10,000.00
Final Value
$23,767.89
Regulatory Fees
$0.05
Total Slippage
$1.18
Invest in this strategy
OOS Start Date
Jun 3, 2026
Trading Setting
Yearly
Type
Stocks
Category
Buy-and-hold, equity, ai theme, dividend value, quality momentum, asia ex‑japan, south korea tilt, corridor rebalancing
Tickers in this symphonyThis symphony trades 6 assets in total
Ticker
Type
AIA
iShares Asia 50 ETF
Stocks
AIS
VistaShares Artificial Intelligence Supercycle ETF
Stocks
CGDV
Capital Group Dividend Value ETF
Stocks
FCUS
Pinnacle Focused Opportunities ETF
Stocks
QQWZ
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF
Stocks
TEKX
SSGA Active Trust State Street Galaxy Transformative Tech Accelerators ETF
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 toAIA, AIS, CGDV, FCUS, QQWZandTEKX. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 10.26%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 9.77%. 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, and options.