Skip to Content
Trade options on Composer. Earn up to $200 in cash rebates!Get Started.T&Cs apply.
Symphonies
Stonk Tortoise
Today’s Change
—

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

About

A simple, equal-weight buy‑and‑hold basket of 14 stocks. It leans into AI chips and healthcare, with added consumer, materials, shipping, insurance, and Berkshire for balance. Low turnover: let winners run; rebalance only if weights drift a lot.
NutHow it works
Split your money evenly across 14 hand-picked stocks (about 7% each). No set rebalancing schedule—you mostly let it ride. You only rebalance if a holding drifts roughly 5 percentage points away from its target. No signals or timing—just a simple basket.
CheckmarkValue prop
Near-par out-of-sample returns to the S&P (≈24.2%/yr) with a low-turnover, equal-weight 14-stock basket focused on AI/healthcare. Diversified, rules-based, tax-friendly, and easy to own—similar upside, less effort than stock picking.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.271.030.330.57
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
173.55%15.87%2.19%5.01%0.84
Stonk Tortoise
1,333.43%47.65%10.81%20.23%1.23
Initial Investment
$10,000.00
Final Value
$143,342.68
Regulatory Fees
$3.35
Total Slippage
$20.57
Invest in this strategy
OOS Start Date
Mar 15, 2023
Trading Setting
Threshold 5%
Type
Stocks
Category
Equal-weight stock basket,buy-and-hold,low turnover,us-heavy equities,semiconductors,healthcare,financials,consumer,materials,energy/shipping,diversified,threshold rebalancing
Tickers in this symphonyThis symphony trades 14 assets in total
Ticker
Type
ASML
ASML Holding NV
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
FLNG
FLEX LNG Ltd. Ordinary Shares
Stocks
KLAC
KLA Corporation Common Stock
Stocks
KNSL
Kinsale Capital Group, Inc.
Stocks
LLY
Eli Lilly & Co.
Stocks
MNST
Monster Beverage Corporation
Stocks
MRK
Merck & Co., Inc.
Stocks
MRNA
Moderna, Inc. Common Stock
Stocks
MSFT
Microsoft Corp
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.

"Stonk Tortoise" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Stonk Tortoise" is currently allocated toASML, ULTA, KLAC, MRK, NVDA, LLY, BRK/B, SGML, MRNA, FLNG, STLD, MSFT, MNSTandKNSL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Stonk Tortoise" has returned 24.20%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Stonk Tortoise" is 23.42%. 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 "Stonk Tortoise", 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.