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Symphonies
Simplified Base 2 - MSFT
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Own MSFT by default. Switch to a defensive fund (BTAL) or T‑Bills (BIL) when various market gauges look “too hot,” or after sharp drops and big bounces. Only one holding at a time; checked daily.
NutHow it works
Each day it holds one thing: Microsoft (MSFT), a defensive “anti‑beta” fund (BTAL, which tends to help when flashy stocks fall), or T‑Bills (BIL). It checks short‑term “heat” (how fast prices just ran up) across big indexes and sectors. If any look too hot, it steps into BTAL or cash. If not, it holds MSFT—except after a sharp tech drop, when a big one‑day bounce can also send it to BTAL.
CheckmarkValue prop
Dynamic one-hold strategy: MSFT core, swaps to BTAL/BIL on overheating signals. Out-of-sample: ~21.2% annual return vs SPY ~22%, beta ~0.88, Sharpe ~0.98, Calmar ~0.93. Diversified risk, clear rules, daily risk control.

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Invest in this strategy
OOS Start Date
Dec 26, 2023
Trading Setting
Daily
Type
Stocks
Category
Tactical timing, momentum/overbought filter, defensive overlay, single-stock tilt, 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.

"Simplified Base 2 - MSFT" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Simplified Base 2 - MSFT" is currently allocated toMSFT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Simplified Base 2 - MSFT" has returned 21.19%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Simplified Base 2 - MSFT" is 22.85%. 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 "Simplified Base 2 - MSFT", 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.