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Symphonies
USA EDD+Value Companies v0.1 | Curved
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple, equal-weight portfolio of 13 US companies, rebalanced weekly. Heavy tilts to industrials and semiconductors, plus consumer, insurance, energy land, and materials. Fully invested; more concentrated and cyclical than a broad index.
NutHow it works
Put equal dollars into 13 US stocks (about 7.7% each) and rebalance once a week back to equal weights. Always stay 100% in stocks; no cash, hedges, or leverage. Exposure spans industrials (HWM, IESC, FIX, CAT), semiconductors (TXN, MCHP, ON, MU), consumer (ORLY, TXRH), insurance (PGR), energy land (TPL), and materials (EAF).
CheckmarkValue prop
Out-of-sample edge: annualized return ~79.8% vs 23.8% for the S&P; Sharpe ~2.64 vs 2.09; Calmar ~9.53. 13-stock equal-weight, weekly-rebalanced, cyclical tilt delivers higher upside with strong risk-adjusted performance (drawdowns may be larger).

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Invest in this strategy
OOS Start Date
Jul 8, 2025
Trading Setting
Weekly
Type
Stocks
Category
Us equities, equal-weight basket, multi-sector, value-oriented, weekly rebalance, concentrated, semiconductor tilt
Tickers in this symphonyThis symphony trades 13 assets in total
Ticker
Type
CAT
Caterpillar Inc.
Stocks
EAF
GrafTech International Ltd.
Stocks
FIX
Comfort Systems USA, Inc.
Stocks
HWM
Howmet Aerospace Inc.
Stocks
IESC
IES Holdings, Inc. Common Stock
Stocks
MCHP
Microchip Technology Inc
Stocks
MU
Micron Technology, Inc.
Stocks
ON
ON Semiconductor Corp
Stocks
ORLY
O'Reilly Automotive, Inc.
Stocks
PGR
Progressive Corporation
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.

"USA EDD+Value Companies v0.1 | Curved" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"USA EDD+Value Companies v0.1 | Curved" is currently allocated toPGR, TPL, MU, ON, EAF, TXN, IESC, MCHP, TXRH, FIX, HWM, ORLYandCAT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "USA EDD+Value Companies v0.1 | Curved" has returned 79.77%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "USA EDD+Value Companies v0.1 | Curved" is 8.37%. 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 "USA EDD+Value Companies v0.1 | Curved", 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.