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Symphonies
Tech vs Utilities | Managed Risk
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A cautious-when-needed strategy that watches tech, utilities, and market turbulence. It hides in bonds, gold, dollar, and defensive sectors when risk looks high, but uses aggressive leveraged stock funds when conditions look calm.
NutHow it works
This strategy asks 3 questions: 1) Are defensive utility stocks acting stronger than tech stocks? If yes, it gets cautious. 2) Is the overall market swinging around too much? If yes, it gets cautious. 3) Has aggressive tech gotten a bit too hot lately? If yes, it gets cautious. If any warning appears, it shifts into safer holdings like Treasury bonds, gold, the U.S. dollar, utilities, and consumer staples. If no warning appears, it buys 3 aggressive funds tied to U.S. stock indexes.
CheckmarkValue prop
Out-of-sample, this strategy targets ~35% annualized gains with Calmar ~1.68 and Sharpe ~1.40, beating the S&P's ~21% return. It protects capital in volatility, then uses leverage when markets are calm.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.190.60.220.47
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
791.95%14.07%-1.04%-0.34%0.86
Tech vs Utilities | Managed Risk
6,820.41%29.04%-1.76%-11.46%1.27
Initial Investment
$10,000.00
Final Value
$692,040.62
Regulatory Fees
$2,275.68
Total Slippage
$17,161.57
Invest in this strategy
OOS Start Date
Jan 4, 2023
Trading Setting
Threshold 25%
Type
Stocks
Category
Tactical asset allocation, sector rotation, risk management, leveraged equity, defensive rotation, momentum, mean reversion
Tickers in this symphonyThis symphony trades 12 assets in total
Ticker
Type
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
SHY
iShares 1-3 Year Treasury Bond ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
TQQQ
ProShares UltraPro QQQ
Stocks
UDOW
ProShares UltraPro Dow 30
Stocks
UPRO
ProShares UltraPro S&P 500
Stocks
UUP
Invesco DB US Dollar Index Bullish Fund
Stocks
XLK
State Street Technology Select Sector SPDR 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 vs Utilities | Managed Risk" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Tech vs Utilities | Managed Risk" is currently allocated toUPRO, TQQQandUDOW. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Tech vs Utilities | Managed Risk" has returned 35.09%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Tech vs Utilities | Managed Risk" is 20.89%. 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 vs Utilities | Managed Risk", 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.
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