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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 tech-led, quality-focused U.S. portfolio of 15 holdings. It blends Microsoft, Nvidia, Broadcom, Oracle, and a tech fund with defensive stakes in healthcare, staples, defense, plus a small long-term Treasury bond cushion. Rebalanced monthly.
NutHow it works
It holds 15 positions with fixed target weights and rebalances monthly to keep those weights. Core is big U.S. tech and payments, balanced by healthcare, consumer staples, defense, and a small slice of long-term U.S. Treasury bonds. Ideas reviewed weekly; changes occur at rebalance.
CheckmarkValue prop
Out-of-sample edge: lower drawdown (4.15% vs 5.07%), beta 0.69, Calmar ~3.96, and 16.45% annualized return with a quality tech core and defensive ballast—strong downside protection and solid risk-adjusted gains vs the S&P.

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Invest in this strategy
OOS Start Date
Aug 7, 2025
Trading Setting
Monthly
Type
Stocks
Category
Us equities, large-cap growth, tech overweight, defensive tilt, sector etfs, quality bias, monthly rebalance, long-duration treasuries
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.

"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 16.45%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "The Grok Portfolio" is 4.15%. 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, crypto, and options.