Skip to Content
Symphonies
Tech or Sector Momentum
Today’s Change
—

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

About

When the Nasdaq’s short-term trend is above its long-term trend, hold the 3 hottest Big Tech stocks. Otherwise, rotate into the 3 strongest U.S. sectors via Vanguard ETFs. Rules-based, equal-weight, rebalanced monthly.
NutHow it works
Each month, the plan asks: Is QQQ (a Nasdaq‑100 fund heavy in tech) trending up? It checks if the 5‑day average price is above the 200‑day average (short‑term vs long‑term). If yes, buy equal amounts of the 3 best performers over the last ~20 days from META, AMZN, AAPL, MSFT, GOOG, ADBE, NVDA, PPL. If not, buy equal amounts of the 3 Vanguard sector ETFs with the strongest ~200‑day returns (from Energy, Real Estate, Health Care, etc.).
CheckmarkValue prop
Out-of-sample annualized return ~29% vs SPY ~22%. A disciplined two-mode, rules-based strategy: chase tech momentum (top 3 mega-cap winners) when Nasdaq leads, or rotate to the strongest sectors when it doesn’t. Monthly, equal-weighted.

Loading backtest data...

Invest in this strategy
OOS Start Date
Dec 15, 2023
Trading Setting
Monthly
Type
Stocks
Category
Momentum, trend-following, sector rotation, tactical allocation, tech tilt, rules-based, monthly rebalance, u.s. equities, etfs
Tickers in this symphonyThis symphony trades 20 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
ADBE
Adobe Inc.
Stocks
AMZN
Amazon.Com Inc
Stocks
GOOG
Alphabet Inc. Class C Capital Stock
Stocks
META
Meta Platforms, Inc. Class A Common Stock
Stocks
MSFT
Microsoft Corp
Stocks
NVDA
Nvidia Corp
Stocks
PPL
PPL Corporation
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
VAW
Vanguard Materials ETF
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.

"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 toNVDA, PPLandAAPL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Tech or Sector Momentum" has returned 21.21%. 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, and options.