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Symphonies
Retailers with valued brand by marketcap
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple, fixed-weight basket of Walmart (WMT), Costco (COST), and Target (TGT), rebalanced daily—heavy tilt to Walmart and Costco. Concentrated exposure to U.S. big‑box retail, mostly Consumer Staples.
NutHow it works
It always holds three U.S. retail giants: Walmart (ticker WMT), Costco (COST), and Target (TGT). The target mix is about 61.6% Walmart, 34.9% Costco, and 3.5% Target. Each day it adjusts back to those percentages. No market timing—just a fixed, concentrated bet on dominant retail brands.
CheckmarkValue prop
Fixed 3-name basket (WMT, COST, TGT) with low market beta (~0.12). Out-of-sample: 15.13% annualized return, Calmar 2.11, max drawdown 7.18%. Defensible downside protection vs the S&P 500, plus a brand-leader tilt.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.070.720.330.57
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
2,731.16%10.65%-1.37%0.68%0.64
Retailers with valued brand by marketcap
12,778.23%14.39%7.72%14.71%0.69
Initial Investment
$10,000.00
Final Value
$1,287,822.71
Regulatory Fees
$259.91
Total Slippage
$839.04
Invest in this strategy
OOS Start Date
May 3, 2025
Trading Setting
Daily
Type
Stocks
Category
Us equities, consumer retail, big-box retailers, concentrated, long-only, large-cap, brand leaders, daily rebalance
Tickers in this symphonyThis symphony trades 3 assets in total
Ticker
Type
COST
Costco Wholesale Corp
Stocks
TGT
Target Corporation
Stocks
WMT
Walmart Inc. Common Stock
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 toTGT, WMTandCOST. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 24.17%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 7.18%. 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.