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

About

A barbell: big, trend-following “defensive/alternatives” core, a small tech tilt, a small Costco/UnitedHealth core, and a tactical 2‑asset sleeve that rotates among stocks, long bonds, the US dollar, and commodities using 6‑month trends with risk-based sizing.
NutHow it works
The portfolio has four parts. 1) A small core split between Costco and UnitedHealth. 2) A small tech slice that picks 3 of 5 big tech names based on recent price swings and splits money evenly. 3) A large 60% sleeve that owns the 4 best performers over ~6 months from bonds, gold, commodities, and defensive sectors. 4) A 22% tactical sleeve that holds two of stocks/long bonds/US dollar/commodities—whichever have the stronger 6‑month trends—sized so the calmer one gets more money. Rebalance bands ~9%.
CheckmarkValue prop
Balanced, risk-conscious growth: a four-sleeve strategy that reduces drawdowns (14.1% vs 18.8%), lowers beta (~0.75), and delivers favorable risk-adjusted returns (Calmar ~1.21, Sharpe ~1.16) with upside potential versus the S&P 500.

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Invest in this strategy
OOS Start Date
Nov 17, 2022
Trading Setting
Threshold 9%
Type
Stocks
Category
Multi-asset, momentum rotation, defensive core, tactical pairs, volatility-weighted, trend-following, hedged, leveraged sleeve
Tickers in this symphonyThis symphony trades 22 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
COST
Costco Wholesale Corp
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
MSFT
Microsoft Corp
Stocks
SHY
iShares 1-3 Year Treasury Bond 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.

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

The symphony is currently allocated toXME, AVGO, UUP, DBC, XLE, UNH, TSLA, GLD, MSFTandCOST. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 16.66%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 14.12%. 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 symphony, 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.