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Symphonies
Primal Funds › Terra Firma (US)
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A 100% U.S. stock portfolio combining S&P 500 core, Nasdaq 100 growth, and factor tilts (momentum, quality, value), plus small-cap and small sector slices. Seeks long-term growth; expect equity-like ups and downs; no bonds.
NutHow it works
100% U.S. stocks, built to grow while spreading bets. Core: 35% S&P 500 (26.25% VOO) + cash‑rich big caps (8.75% COWZ). Growth: 25% Nasdaq 100 (18.75% QQQ) + cash‑rich Nasdaq leaders (6.25% QQQG). Tilts: 30% momentum (12% VFMO), quality (12% VFQY), value (6% VFVA). Small caps: 5% (3.75% VIOO, 1.25% VIOG). Sectors: 5% split across insurance, utilities, tech, industrials, healthcare, consumer. Manual rebalance to targets.
CheckmarkValue prop
Diversified 100% US equity strategy (growth/value/quality with momentum and small-cap/sector tilts) delivers competitive risk-adjusted returns: oos ~15.6% vs SPY ~16.8%, Sharpe ~0.86, Calmar ~0.76—strong regime resilience and diversification.

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Invest in this strategy
OOS Start Date
Nov 19, 2024
Trading Setting
Threshold 2%
Type
Stocks
Category
U.s. equities, multi-factor (value/momentum/quality), large-cap growth tilt, small-cap, sector sleeve, buy-and-hold
Tickers in this symphonyThis symphony trades 15 assets in total
Ticker
Type
COWZ
Pacer US Cash Cows 100 ETF
Stocks
KBWP
Invesco KBW Property & Casualty Insurance ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
QQQG
Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
Stocks
VCR
Vanguard Consumer Discretionary ETF
Stocks
VFMO
Vanguard U.S. Momentum Factor ETF
Stocks
VFQY
Vanguard U.S. Quality Factor ETF
Stocks
VFVA
Vanguard U.S. Value Factor ETF
Stocks
VGT
Vanguard Information Technology ETF
Stocks
VHT
Vanguard Health Care 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.

"Primal Funds › Terra Firma (US)" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Primal Funds › Terra Firma (US)" is currently allocated toVIOO, VOO, COWZ, QQQ, VFMO, KBWP, VIOG, QQQG, VHT, VPU, VFQY, VCR, VGT, VISandVFVA. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Primal Funds › Terra Firma (US)" has returned 13.55%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Primal Funds › Terra Firma (US)" is 20.63%. 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 "Primal Funds › Terra Firma (US)", 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.