Skip to Content
Symphonies
Safe and Steady Portfolio
Today’s Change
—

A symphony is an automated trading strategy — Learn more about symphonies here

About

A rules‑based “buy the dip” plan: if QQQ or SPY is short‑term oversold, own it 100%. If not, split into the most beaten‑down defensive sectors or bonds. Rebalances daily to chase short‑term rebounds while keeping a defensive fallback.
NutHow it works
Each day it checks a quick “oversold” score (10‑day RSI: 0–100; low = fell hard). If QQQ (big tech‑heavy index) is oversold (<31), hold it 100%. Else if SPY (broad U.S. market) is oversold, hold SPY. Otherwise, split 50/50 into the two weakest among defensive areas: consumer staples (XLP), utilities (XLU), health care (XLV), or a bond fund (VBF).
CheckmarkValue prop
Out-of-sample edge: ~40.7% annualized return with ~2.19% max drawdown and Calmar ~18.6; Sharpe ~3.53 vs S&P 500’s ~0.53. Higher upside, lower risk, and better drawdown control.

Loading backtest data...

Invest in this strategy
OOS Start Date
Nov 9, 2025
Trading Setting
Daily
Type
Stocks
Category
Mean reversion, tactical asset allocation, rsi-based, sector rotation, defensive tilt, etf rotation, rules-based, daily rebalancing
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.

"Safe and Steady Portfolio" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Safe and Steady Portfolio" is currently allocated toVBFandXLU. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Safe and Steady Portfolio" has returned 40.67%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Safe and Steady Portfolio" is 2.19%. 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 "Safe and Steady Portfolio", 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.