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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

Switches between a defensive mix (bonds, utilities, staples, gold, dollar) and an aggressive basket of 3× US stock ETFs, guided by Tech vs Utilities strength, market choppiness, and whether short‑term tech looks overheated.
NutHow it works
It flips between defense and offense using three yes/no checks: 1) If Utilities beat Tech over ~6 months → Defense. 2) Else if the S&P 500 has been very jumpy → Defense. 3) Else if short‑term tech looks “too hot” → Defense. Defense = Treasuries (short/mid/long), Utilities, Staples, gold, U.S. dollar, plus a barbell pick (the strongest and most beaten‑down among Treasuries/Utilities). Otherwise → Offense with 3× Nasdaq‑100, S&P 500, and Dow.
CheckmarkValue prop
Dynamic defense-offense strategy that shifts to safety in riskier times and pivots to amplified equity exposure in favorable markets. Out-of-sample returns: 47.17% vs 23.55%; Sharpe 1.88 vs 1.45; Calmar 2.26; beta ~0.73.

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Invest in this strategy
OOS Start Date
Jan 4, 2023
Trading Setting
Threshold 25%
Type
Stocks
Category
Tactical allocation, risk-managed, sector rotation, momentum + mean reversion, leveraged equities, defensive hedges
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 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 47.17%. 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, crypto, and options.