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

About

A monthly, rules‑based stock strategy. If mega‑caps (XLG) are in an uptrend, rotate into the strongest growth/tech or broad‑market group. If not, rotate into the strongest defensive group (low‑vol, utilities, staples, dividends). Weights favor steadier names.
NutHow it works
Each month, it checks if XLG (an ETF of the 50 biggest U.S. stocks) is above its 163‑day average (~8 months). If yes, it picks the single “offense” group with the strongest recent momentum (RSI): AI/mega‑cap tech, growth index ETFs, broad large‑cap ETFs, or defense contractors. If not, it picks the strongest “defense” group: low‑vol ETFs, utilities, staples, or dividend ETFs. Within the chosen group, it spreads across its holdings (steadier names can get more).
CheckmarkValue prop
Regime-switching, momentum-tilt strategy that rides mega-cap leadership or defense regimes. Out-of-sample: Sharpe ~3.28 vs SPY ~0.96; annualized return ~80% vs ~11%; Calmar ~17.6 with ~4.5% max drawdown. Higher, clearer risk-adjusted growth with risk controls.

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Invest in this strategy
OOS Start Date
Nov 12, 2025
Trading Setting
Monthly
Type
Stocks
Category
Equity, trend-following, momentum rotation, regime switching, sector rotation, low volatility, dividend, defensive tilt, u.s. large-cap
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 toLGLV, SELV, USMVandSPLV. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "XLG Trend Cluster Strategy" has returned 58.83%. 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.