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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 buy-and-hold, equal-weight basket of 14 stocks across tech, healthcare, consumer, materials, energy shipping, and insurance, with minimal rebalancing to keep trading and taxes simple.
NutHow it works
It puts all your money into a simple, even split across 14 individual companies and then mostly leaves it alone. There’s no set rebalancing, so weights can drift over time, which keeps trading (and potential wash-sale issues) low. The basket spans: tech (Microsoft, NVIDIA, ASML, KLA), healthcare (Eli Lilly, Merck, Moderna), consumer (Ulta Beauty, Monster Beverage), materials (Steel Dynamics, Sigma Lithium), energy shipping (Flex LNG), and insurance/conglomerate (Kinsale Capital, Berkshire Hathaway).
CheckmarkValue prop
Out-of-sample, this 14-name equal-weight buy-and-hold basket delivers ~26% annualized return with a Sharpe ~1.35 and Calmar ~1.10, outperforming the S&P on risk-adjusted basis while keeping turnover low and taxes simple.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.261.030.330.58
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
191.67%15.89%-2.01%12.22%0.85
Stonk Tortoise
1,513.31%46.69%2.55%17.2%1.24
Initial Investment
$10,000.00
Final Value
$161,330.60
Regulatory Fees
$2.84
Total Slippage
$20.57
Invest in this strategy
OOS Start Date
Mar 15, 2023
Trading Setting
Threshold 5%
Type
Stocks
Category
Buy-and-hold,equal-weight,single-stocks,multi-sector,low-turnover,us-heavy,tech/healthcare tilt,concentrated
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 25.86%. 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, and options.