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Symphonies
3.0 Alex’s Diversified ETF Base Portfolio
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A long-term, diversified portfolio built mostly from stock funds, with added real estate, commodities, and a small crypto slice, then reset to target weights every quarter.
NutHow it works
This is a “set a target mix and maintain it” portfolio. Most of the money goes into stocks, led by the broad U.S. market, plus extra slices in tech, small cheaper companies, strong profitable companies, and international stocks. It also adds real estate, gold and other commodities, and a small amount of Bitcoin and Ethereum. New money can be added over time, and every 3 months the portfolio is rebalanced back to its target weights.
CheckmarkValue prop
Diversified, quarterly-rebalanced core (stocks, REITs, commodities, gold, crypto) with lower beta (~0.92) and strong risk-adjusted results (Calmar ~3.72) and modest drawdowns, offering steadier, inflation-hedged growth vs the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.030.930.90.95
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
43.26%17.39%-0.05%3.57%1.06
3.0 Alex’s Diversified ETF Base Portfolio
48.91%19.44%-1.62%2.11%1.19
Initial Investment
$10,000.00
Final Value
$14,891.39
Regulatory Fees
$0.29
Total Slippage
$1.68
Invest in this strategy
OOS Start Date
Jul 20, 2026
Trading Setting
Quarterly
Type
Stocks
Category
Diversified portfolio, long-term core, multi-asset, etfs, growth, value, international, reits, commodities, crypto, quarterly rebalance
Tickers in this symphonyThis symphony trades 12 assets in total
Ticker
Type
AVUV
Avantis U.S. Small Cap Value ETF
Stocks
DGRO
iShares Core Dividend Growth ETF
Stocks
ETHA
iShares Ethereum Trust ETF
Stocks
GLDM
SPDR Gold MiniShares
Stocks
IBIT
iShares Bitcoin Trust ETF
Stocks
PDBC
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
QUAL
iShares MSCI USA Quality Factor ETF
Stocks
SCHB
Schwab U.S. Broad Market ETF
Stocks
SCHH
Schwab U.S. REIT 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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toVXUS, GLDM, DGRO, IBIT, SMH, QQQ, QUAL, SCHB, ETHA, AVUV, PDBCandSCHH. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 13.04%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 3.02%. 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 the symphony, 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.
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Securities products and brokerage services are offered by Composer Securities LLC, a broker-dealer registered with the SEC and member of FINRA / SIPC. Composer Securities LLC and Composer Technologies Inc. are separate but affiliated companies. Accounts are carried and securities execution, clearance and settlement services are provided by Alpaca Securities LLC, and Apex Clearing Corporation, SEC-registered broker-dealers and members of FINRA / SIPC. Alpaca Securities is a wholly-owned subsidiary of AlpacaDB, Inc. Apex Clearing Corporation, is a wholly-owned subsidiary of Apex Fintech Solutions Inc. Check the background of Composer Securities LLC, Alpaca Securities LLC, and Apex Clearing Corporation on FINRA BrokerCheck . This is not an offer, solicitation of an offer, or advice to buy or sell securities or open a brokerage account in any jurisdiction where Composer Securities is not registered. Securities products offered by Composer Securities are not FDIC insured

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