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

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

About

A rules-based plan that each month chooses between big tech or sector funds. If QQQ (Nasdaq-100) is trending up, buy the 3 best recent performers among major tech stocks. If not, hold the 3 strongest sectors by long-term performance. Equal-weight the picks.
NutHow it works
Each month it checks QQQ, a fund tracking the Nasdaq-100 (mostly big tech). If QQQ’s 5-day average price (average of the last 5 closes) is above its 200-day average, it buys equal amounts of the 3 best-returning big-tech stocks (Apple, Microsoft, Amazon, Alphabet, Meta, NVIDIA, Adobe) over the last 20 trading days. Otherwise it buys the 3 top-returning Vanguard sector funds (energy, health care, utilities, etc.) using 200-day returns. Split 33% each.
CheckmarkValue prop
Out-of-sample edge: ~29% annualized return vs 22% for the S&P, with a solid ~1.17 Sharpe and modest beta (~1.04). A regime-driven tech tilt and sector rotation aims for higher upside while managing risk.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.161.080.550.74
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
340.18%13.3%-1.77%0.2%0.81
Tech or Sector Momentum
2,783.28%32.74%0.82%-12.19%1.25
Initial Investment
$10,000.00
Final Value
$288,327.71
Regulatory Fees
$234.09
Total Slippage
$1,490.99
Invest in this strategy
OOS Start Date
Dec 15, 2023
Trading Setting
Monthly
Type
Stocks
Category
Momentum, trend-following, sector rotation, regime filter, us equities, tech tilt, long-only, monthly rebalance
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 20.44%. 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.