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Symphonies
Primal Funds › Terra Firma (US Actively Managed)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A stock-heavy, actively managed portfolio focused on value stocks and inflation-resistant businesses, with small slices for income and leverage, rebalanced every quarter.
NutHow it works
This strategy does not try to time the market or use trading indicators. It simply keeps money in 6 funds at set percentages and resets those weights every 3 months. Most of the portfolio is in active stock-picking funds, especially ones focused on undervalued companies and businesses that may hold up better during inflation. A small slice aims for extra income, and a very small slice uses leverage for a more aggressive boost.
CheckmarkValue prop
Impressive out-of-sample edge: ~13.25% annualized return with a ~0.87 Sharpe, modest beta (~0.85), Calmar ~0.72, and ~18.5% max drawdown. Inflation-aware, value-focused equity blend, quarterly rebalanced, better risk-adjusted returns than the S&P.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.030.840.760.87
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
49.53%16.18%-5.4%-4.54%1.03
Primal Funds › Terra Firma (US Actively Managed)
49.89%16.29%-1.37%-3.85%1.06
Initial Investment
$10,000.00
Final Value
$14,989.14
Regulatory Fees
$0.35
Total Slippage
$1.65
Invest in this strategy
OOS Start Date
Nov 7, 2024
Trading Setting
Quarterly
Type
Stocks
Category
Actively managed, value investing, inflation hedge, us equities, concentrated funds, income, leveraged sleeve, quarterly rebalance
Tickers in this symphonyThis symphony trades 6 assets in total
Ticker
Type
FUND
Sprott Focus Trust, Inc.
Stocks
GSPY
Gotham Enhanced 500 ETF
Stocks
HIGH
Simplify Enhanced Income ETF
Stocks
INFL
Horizon Kinetics Inflation Beneficiaries ETF
Stocks
MVPA
Miller Value Partners Appreciation ETF
Stocks
MVPL
Miller Value Partners Leverage 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 toFUND, GSPY, HIGH, INFL, MVPAandMVPL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 13.25%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 18.51%. 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.
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Securities products and brokerage services are offered by Composer Securities LLC, a broker-dealer registered with the SEC and member of FINRA / SIPC. Composer Securities LLC and Composer Technologies Inc. are separate but affiliated companies. Accounts are carried and securities execution, clearance and settlement services are provided by Alpaca Securities LLC, and Apex Clearing Corporation, SEC-registered broker-dealers and members of FINRA / SIPC. Alpaca Securities is a wholly-owned subsidiary of AlpacaDB, Inc. Apex Clearing Corporation, is a wholly-owned subsidiary of Apex Fintech Solutions Inc. Check the background of Composer Securities LLC, Alpaca Securities LLC, and Apex Clearing Corporation on FINRA BrokerCheck . This is not an offer, solicitation of an offer, or advice to buy or sell securities or open a brokerage account in any jurisdiction where Composer Securities is not registered. Securities products offered by Composer Securities are not FDIC insured

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Keep in mind, investing involves risk. Examples are for illustrative purposes and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security. Past performance is no guarantee of future results.

Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading.

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