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Symphonies
Tech or Sector Momentum
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Monthly momentum. If QQQ is in an uptrend (short-term average above long-term), hold the 3 hottest mega-cap tech names. If not, rotate into the 3 strongest sectors via Vanguard ETFs. Equal-weight positions.
NutHow it works
Monthly: Look at QQQ, a tech‑heavy index fund. If its recent average price (last 5 days) is above its long‑term average (200 days), buy the 3 best performers over ~1 month among Microsoft, Apple, Amazon, Alphabet (Google), Meta, NVIDIA, Adobe (and utility PPL). Otherwise, buy the 3 strongest sectors over ~10 months using Vanguard sector ETFs (e.g., Energy, Health Care, Financials, Utilities). Split money evenly.
CheckmarkValue prop
Regime-driven momentum: when tech leads, invest in 3 mega-cap winners; when it doesn't, rotate to the top 3 sectors. Out-of-sample annual return ~34% vs SPY ~22%, Sharpe ~1.33. Higher upside with a simple, rules-based rotation.

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Invest in this strategy
OOS Start Date
Dec 15, 2023
Trading Setting
Monthly
Type
Stocks
Category
Momentum, trend-following, sector rotation, tech tilt, regime filter, monthly
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.

"Tech or Sector Momentum" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Tech or Sector Momentum" is currently allocated toMETA, GOOGandAAPL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Tech or Sector Momentum" has returned 34.40%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Tech or Sector Momentum" is 31.67%. 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 "Tech or Sector Momentum", 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.