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Symphonies
The Grok Portfolio
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A 15-holding, tech-tilted U.S. portfolio with monthly rebalancing. Blends mega-cap tech with payments, defense, healthcare, and consumer staples, plus a 5% slice of long-term Treasuries (TLT) for ballast. Looks for new stocks weekly.
NutHow it works
Holds 15 names at set weights; rebalances monthly. Core tech growth: MSFT, NVDA, ORCL, AVGO, XLK (tech ETF). Payments/markets: MA, CBOE. Defense: LMT; ITA (aerospace & defense ETF). Healthcare: LLY; XLV (healthcare ETF). Everyday goods: COST; XLP (consumer-staples ETF). Industrial cash cow: WM. Shock absorber: TLT (long-term U.S. Treasury bonds ETF). Scans weekly for new picks.
CheckmarkValue prop
Tech-led, diversified U.S. portfolio with a 5% Treasury hedge and disciplined monthly rebalancing. Out-of-sample: lower drawdown (4.5%), Calmar 3.84 and positive alpha—steadier upside vs. the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.090.90.870.93
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
695.06%14.09%-1.77%0.2%0.86
The Grok Portfolio
2,652.75%23.47%-1.8%2.12%1.36
Initial Investment
$10,000.00
Final Value
$275,274.65
Regulatory Fees
$13.80
Total Slippage
$69.00
Invest in this strategy
OOS Start Date
Aug 7, 2025
Trading Setting
Monthly
Type
Stocks
Category
Large-cap tech tilt, diversified u.s. equities, sector etfs, defense, healthcare, consumer staples, monthly rebalance, partial bond hedge
Tickers in this symphonyThis symphony trades 15 assets in total
Ticker
Type
AVGO
Broadcom Inc. Common Stock
Stocks
CBOE
Cboe Global Markets, Inc.
Stocks
COST
Costco Wholesale Corp
Stocks
ITA
iShares U.S. Aerospace & Defense ETF
Stocks
LLY
Eli Lilly & Co.
Stocks
LMT
Lockheed Martin Corp.
Stocks
MA
Mastercard Incorporated
Stocks
MSFT
Microsoft Corp
Stocks
NVDA
Nvidia Corp
Stocks
ORCL
Oracle Corp
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.

"The Grok Portfolio" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"The Grok Portfolio" is currently allocated toXLV, AVGO, WM, NVDA, CBOE, LLY, ITA, MA, ORCL, LMT, TLT, XLK, MSFT, COSTandXLP. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "The Grok Portfolio" has returned 9.72%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "The Grok Portfolio" is 4.85%. 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 "The Grok Portfolio", 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.