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

About

A US-stock portfolio mixing broad market, big-tech growth, and factor funds (momentum, value, quality), plus small-cap and sector slices. Aims to beat the S&P 500 over time, with higher tech concentration and full equity risk.
NutHow it works
US-stock mix via ETFs: • 35% S&P 500 (26.25% VOO broad market; 8.75% COWZ selects profit-rich cash-cow companies). • 25% Nasdaq-100 (18.75% QQQ big tech; 6.25% QQQG profitable growth leaders). • 30% factors (12% Momentum VFMO, 6% Value VFVA, 12% Quality VFQY). • 5% small caps (3.75% VIOO; 1.25% VIOG). • 5% sectors: insurance 1.25%; utilities/tech/industrials/health/consumer 0.75% each. No auto-rebalance.
CheckmarkValue prop
Diversified US equity mix blending broad market, mega-cap tech, and factor tilts with small-cap and sector bets. Out-of-sample: 14.4% annualized return, Calmar ~0.70 and Sharpe ~0.78—growth potential with broader diversification vs the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
-0.021.020.970.98
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
24.37%18.42%1.36%5.73%1.02
Primal Funds › Terra Firma (US)
21.57%16.35%2.25%5.84%0.9
Initial Investment
$10,000.00
Final Value
$12,157.35
Regulatory Fees
$0.00
Total Slippage
$1.00
Invest in this strategy
OOS Start Date
Nov 19, 2024
Trading Setting
Threshold 2%
Type
Stocks
Category
Us equities, multi-factor, large-cap growth tilt, sector tilts, strategic allocation, passive buy-and-hold
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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 14.41%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Primal Funds › Terra Firma (US)" is 20.62%. 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, crypto, and options.