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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
Regime-aware MSFT core with BTAL/BIL hedges. Positive out-of-sample alpha, beta ~0.85, and reduced market sensitivity. Diversifies risk versus the S&P, blending MSFT upside with built‑in downside resilience.

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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 14 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
FAS
Direxion Daily Financial Bull 3x Shares
Stocks
MSFT
Microsoft Corp
Stocks
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TECL
Direxion Daily Technology Bull 3x Shares
Stocks
TQQQ
ProShares UltraPro QQQ
Stocks
VOOG
Vanguard S&P 500 Growth ETF
Stocks
VOOV
Vanguard S&P 500 Value 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.

"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 10.80%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Simplified Base 2 - MSFT" is 28.84%. 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, and options.