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Symphonies
Stonk Tortoise
Today’s Change
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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
Simple, low-turnover 14-stock equal-weight basket with AI/health tilt. Out-of-sample ~20% annualized return, solid risk metrics (Sharpe ~1.10, Calmar ~0.85) and threshold rebalancing—diversified complement to the S&P 500.

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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 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.

"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 19.99%. 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.