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Symphonies
WUGI / BOXX Buy & Hold v1.3 (public)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Mostly owns a concentrated next‑gen tech fund (WUGI). Keeps a cash‑like buffer (BOXX) and, when WUGI looks weak vs its 65‑day average, temporarily adds an aggressive hedge (SRTY) that rises when small caps fall.
NutHow it works
- Core: 70% in WUGI (a fund of high‑growth, “next‑gen” tech companies). - Cash/hedge sleeve: 30% total. • 6.6% always in BOXX (cash‑like, short‑term yield). • 23.4% toggles: If WUGI’s price is below its ~3‑month average, buy SRTY (a 3× inverse small‑cap fund) as a hedge; otherwise hold BOXX. Few rebalances; trades mainly when that toggle flips.
CheckmarkValue prop
Out-of-sample edge: higher risk-adjusted return with lower drawdowns vs the S&P. 23.95% vs 21.48%, Sharpe 1.46 vs 1.24, max drawdown 10.4% vs 18.8%, beta ~0.53 - growth with built-in protection.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.110.660.360.6
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
89.23%22.34%-0.15%0.4%1.41
WUGI / BOXX Buy & Hold v1.3 (public)
114.89%27.36%0.27%-5.4%1.54
Initial Investment
$10,000.00
Final Value
$21,488.81
Regulatory Fees
$7.07
Total Slippage
$44.64
Invest in this strategy
OOS Start Date
Apr 24, 2024
Trading Setting
Threshold 5%
Type
Stocks
Category
Growth tech core, trend-following hedge, cash-like sleeve, leveraged inverse
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 toBOXX, SRTYandWUGI. 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 18.68%. 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 12.27%. 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, and options.