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Symphonies
Yieldmax Monthly MAR SS
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Monthly rotation among four YieldMax single-stock option-income ETFs (Apple, Microsoft, Nvidia, Tesla). It picks the one with the strongest recent 10-day trend and holds it until next month.
NutHow it works
Once a month, it looks at four YieldMax ETFs tied to big-name stocks: APLY (Apple), MSFO (Microsoft), NVDY (Nvidia), and TSLY (Tesla). It checks which one has the strongest trend over about the last 10 trading days (using a smoothed view of recent returns). It then puts the whole portfolio into that single ETF until the next monthly check. These ETFs usually move with their stock but pay option income that can cap some upside.
CheckmarkValue prop
Out-of-sample, monthly rotation to the top mega-cap ETF (AAPL/MSFT/NVDA/TSLA) with option income. ~54% annualized return vs S&P ~22%; Calmar ~1.22, Sharpe ~1.21. Max drawdown ~44% vs ~19% for S&P — higher upside, higher risk.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.171.510.330.58
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
54.44%18.96%-1.77%0.2%1.19
Yieldmax Monthly MAR SS
148.8%43.91%-3.24%-9.81%1.09
Initial Investment
$10,000.00
Final Value
$24,880.43
Regulatory Fees
$16.11
Total Slippage
$80.97
Invest in this strategy
OOS Start Date
Dec 18, 2023
Trading Setting
Monthly
Type
Stocks
Category
Momentum, monthly rotation, option income, single-stock etfs, tech mega-cap, tactical allocation
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
APLY
YieldMax AAPL Option Income Strategy ETF
Stocks
MSFO
YieldMax MSFT Option Income Strategy ETF
Stocks
NVDY
YieldMax NVDA Option Income Strategy ETF
Stocks
TSLY
YieldMax TSLA Option Income Strategy 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.

"Yieldmax Monthly MAR SS" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Yieldmax Monthly MAR SS" is currently allocated toAPLY. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Yieldmax Monthly MAR SS" has returned 45.71%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Yieldmax Monthly MAR SS" is 44.34%. 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 "Yieldmax Monthly MAR SS", 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.