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Symphonies
[1][1] Long Term
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A three-sleeve long-term portfolio: a steady global stock tilt, a tactical all‑weather sleeve that rotates across stocks, bonds, the dollar, and commodities with crash rules, and a small core mix of stocks, Treasuries, and gold.
NutHow it works
The portfolio has three parts: 40% a steady, global stock mix with a tilt to smaller/value companies plus some long Treasuries; 45% a tactical “all‑weather” sleeve that shifts among stocks, Treasuries, the US dollar, commodities, or real estate using simple signals (price vs its recent average, recent performance, and a fear gauge); 15% a simple core mix of US stocks, small‑value, Treasuries, and gold. RSI here means “how stretched up or down prices have been lately.”
CheckmarkValue prop
Out-of-sample: 17.8% annualized return vs S&P 22.5%, but with lower risk: 14.2% max drawdown vs 18.8%, beta ~0.71, Calmar ~1.25. Diversified, risk-controlled exposure that protects downside while preserving upside.

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Invest in this strategy
OOS Start Date
Apr 21, 2023
Trading Setting
Threshold 10%
Type
Stocks
Category
Multi-asset, tactical allocation, trend-following, risk-managed, leveraged/inverse etfs, global stocks, treasuries, commodities, usd
Tickers in this symphonyThis symphony trades 51 assets in total
Ticker
Type
AVDV
Avantis International Small Cap Value ETF
Stocks
AVUV
Avantis U.S. Small Cap Value ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BSV
Vanguard Short-Term Bond ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
Stocks
EDV
Vanguard World Funds Extended Duration ETF
Stocks
FAS
Direxion Daily Financial Bull 3x 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.

"[1][1] Long Term" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"[1][1] Long Term" is currently allocated toUSDU, AVDV, DGS, VBR, VOO, TLH, SHY, BTAL, VTI, VWO, EDV, AVUV, GLD, PDBC, SQQQ, TYO, XLPandVEA. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "[1][1] Long Term" has returned 15.83%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "[1][1] Long Term" is 14.23%. 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 "[1][1] Long Term", 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.