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Symphonies
[UAV] Value + Growth (iykyk)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A concentrated stock mix of AI chips and pharma leaders plus nuclear/power and grid plays, with a few consumer names. Split 50/50 between a core basket and four themed mini‑baskets; favorites get extra weight. Rebalanced yearly.
NutHow it works
100% stocks. Half goes to a ‘W’ bucket of 10 high‑conviction names (AI chips, nuclear/power, select growth). The other half goes equally to four mini‑baskets (Screened, Liked, Fs, Opt) that mix big tech, healthcare, utilities/industrial, and a few consumer names. Some names repeat to size up favorites. Targets reset once a year.
CheckmarkValue prop
Out-of-sample: ~50% annualized return, 1.48 Sharpe, Calmar ~1.87 -- far above S&P (~20% return, ~1.0 Sharpe). Drawdowns larger, but AI/healthcare/grid bets offer stronger, disciplined alpha vs the market.

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Invest in this strategy
OOS Start Date
Jan 13, 2025
Trading Setting
Yearly
Type
Stocks
Category
Concentrated equities, ai/semis, healthcare, nuclear & power infrastructure, utilities/industrials, small/mid-cap tilt, barbell growth+value, annual rebalance
Tickers in this symphonyThis symphony trades 18 assets in total
Ticker
Type
ADX
Adams Diversified Equity Fund, Inc
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
BWXT
BWX Technologies, Inc.
Stocks
CAKE
Cheesecake Factory (The)
Stocks
DY
Dycom Industries, Inc.
Stocks
GDDY
GoDaddy Inc
Stocks
LEU
Centrus Energy Corp.
Stocks
LLY
Eli Lilly & Co.
Stocks
NFLX
NetFlix Inc
Stocks
NVDA
Nvidia 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.

"[UAV] Value + Growth (iykyk)" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"[UAV] Value + Growth (iykyk)" is currently allocated toCAKE, BWXT, LEU, PPIH, DY, NFLX, SNA, AVGO, VST, POWL, RSG, NVDA, VLGEA, LLY, GDDY, ADX, TSLAandREGN. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "[UAV] Value + Growth (iykyk)" has returned 43.78%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "[UAV] Value + Growth (iykyk)" is 26.70%. 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 "[UAV] Value + Growth (iykyk)", 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.