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Symphonies
XLG Trend Cluster Strategy
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Monthly trend-and-rotation in US stocks. If XLG is above its 163‑day average, own the single strongest growth cluster; if below, own the single strongest defensive cluster. Within that cluster, favor steadier names (or equal-weight).
NutHow it works
Each month it checks if the top‑50 U.S. stocks ETF (XLG) is in an uptrend (price above its ~8‑month average). If yes, it owns ONE “risk‑on” cluster with the strongest recent gains (a score that rises when prices have risen more than fallen): big‑tech/semis (NVDA/MSFT), growth ETFs (QQQM), broad mega/large ETFs (XLG/VOO), or defense/aerospace (LMT/NOC). Inside that cluster it favors steadier names. If not, it owns ONE defensive cluster: low‑vol ETFs (SPLV/USMV), Utilities (DUK/NEE), staples (WMT/PG), or dividend ETFs, split evenly inside it.
CheckmarkValue prop
Out-of-sample, this strategy delivers far stronger risk-adjusted returns than the S&P 500: annualized return ~80% vs ~10%, Sharpe ~3.28 vs ~0.96, Calmar ~17.6, max drawdown ~4.56%. Trend-driven mega-cap rotation captures leaders and defends in downturns.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.190.730.360.6
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
74.05%16.07%-0.5%1.72%0.97
XLG Trend Cluster Strategy
195.62%33.84%3.53%15.19%1.52
Initial Investment
$10,000.00
Final Value
$29,561.60
Regulatory Fees
$15.09
Total Slippage
$100.17
Invest in this strategy
OOS Start Date
Nov 12, 2025
Trading Setting
Monthly
Type
Stocks
Category
Us equities, trend following, momentum, cluster rotation, mega-cap growth, low-volatility, defensive
Tickers in this symphonyThis symphony trades 33 assets in total
Ticker
Type
ATFV
Alger 35 ETF
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
BA
Boeing Company
Stocks
CGDV
Capital Group Dividend Value ETF
Stocks
DUK
Duke Energy Corporation
Stocks
FDVV
Fidelity High Dividend ETF
Stocks
LGLV
State Street SPDR US Large Cap Low Volatility Index ETF
Stocks
LMT
Lockheed Martin Corp.
Stocks
MCD
McDonald's Corporation
Stocks
MSFT
Microsoft 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.

"XLG Trend Cluster Strategy" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"XLG Trend Cluster Strategy" is currently allocated toRTX, BA, LMTandNOC. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "XLG Trend Cluster Strategy" has returned 60.10%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "XLG Trend Cluster Strategy" is 4.56%. 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 "XLG Trend Cluster Strategy", 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.