Skip to Content
Trade options on Composer. Earn up to $200 in cash rebates!Get Started.T&Cs apply.
Symphonies
WUGI / BOXX Buy & Hold v1.3 (public)
Today’s Change
—

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

About

Owns ~70% growth/tech (WUGI). The other ~30% sits in a cash‑like fund (BOXX) unless WUGI weakens vs its 65‑day average, then ~23% flips into a short small‑cap hedge (SRTY). Optional T‑bill off‑switch (BIL) is present but inactive.
NutHow it works
- 70% in WUGI: a growth/tech-tilted stock fund. - 30% is “cash or hedge”: • If WUGI’s price is below its 65‑day average (a sign of weakness), about 23% of the portfolio goes into SRTY, a fund that rises when small-caps fall; ~7% stays in BOXX (cash‑like). • Otherwise the full 30% sits in BOXX. - An optional all‑T‑bill switch (BIL) exists but is off.
CheckmarkValue prop
Out-of-sample edge: higher risk-adjusted returns (OOS Sharpe ~1.51 vs ~1.23), 24.69% vs 21.42% annualized, and smaller drawdowns (10.40% vs 18.76%), with Calmar ~2.37 — stronger upside with downside protection vs the S&P 500.

Loading backtest data...

Invest in this strategy
OOS Start Date
Apr 24, 2024
Trading Setting
Threshold 5%
Type
Stocks
Category
Etf, trend-following, growth/tech tilt, tactical hedge, inverse/leveraged etf, cash management, risk overlay
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BOXX
Alpha Architect 1-3 Month Box ETF
Stocks
SRTY
ProShares UltraPro Short Russell2000
Stocks
WUGI
AXS Esoterica NextG Economy 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.

"WUGI / BOXX Buy & Hold v1.3 (public)" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"WUGI / BOXX Buy & Hold v1.3 (public)" is currently allocated toBOXXandWUGI. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "WUGI / BOXX Buy & Hold v1.3 (public)" has returned 24.69%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "WUGI / BOXX Buy & Hold v1.3 (public)" is 10.40%. 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 "WUGI / BOXX Buy & Hold v1.3 (public)", 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.