Skip to Content
Symphonies
SS | Monthly
Today’s Change
—

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

About

A 3-bucket, monthly-rebalanced portfolio: 60% split between Apple and Microsoft, 20% in whichever of Tesla or Nvidia did better over the last ~10 trading days, and 20% in USDU as a defensive U.S. dollar position.
NutHow it works
Each month: - Put 60% into Apple and Microsoft, split evenly (30% each). - Look at the last ~10 trading days for Tesla and Nvidia; buy the one with better recent performance for 20%. - Put 20% into USDU, a fund that benefits when the U.S. dollar strengthens.
CheckmarkValue prop
Out-of-sample edge: ~30% annualized return vs ~22% for the S&P, with Sharpe ~1.34. A disciplined 60/20/20 mix (AAPL/MSFT, top TSLA/NVDA, USD hedge) targets stronger upside with higher but manageable drawdowns (~30%).

Loading backtest data...

Invest in this strategy
OOS Start Date
Dec 18, 2023
Trading Setting
Monthly
Type
Stocks
Category
Concentrated us tech, short-term momentum, monthly rebalance, usd hedge, single-stock tilt
Tickers in this symphonyThis symphony trades 5 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
MSFT
Microsoft Corp
Stocks
NVDA
Nvidia Corp
Stocks
TSLA
Tesla, Inc. Common Stock
Stocks
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
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.

"SS | Monthly" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"SS | Monthly" is currently allocated toAAPL, MSFT, NVDAandUSDU. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "SS | Monthly" has returned 24.74%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "SS | Monthly" is 30.65%. 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 "SS | Monthly", 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.