Skip to Content
Symphonies
65% VOO - 20% QQQ - 7.5% SCHD - 7.5% JEPQ
Today’s Change
—

A symphony is an automated trading strategy — Learn more about symphonies here

About

Core S&P 500 portfolio with added tech growth (QQQ) and two income sleeves (SCHD, JEPQ). Heavier in big tech; rebalanced monthly to keep the growth/income mix steady.
NutHow it works
65% VOO = 500 biggest U.S. companies (broad base). 20% QQQ = large, tech‑heavy Nasdaq‑100 (more growth). 7.5% SCHD = strong dividend payers (steady income). 7.5% JEPQ = Nasdaq stocks that sell call options to pay extra income and soften swings. Rebalanced monthly to keep these weights.
CheckmarkValue prop
Out-of-sample, this strategy posts positive annualized returns (~1.56%), with solid risk-adjusted metrics (Sharpe ~0.18, Calmar ~0.33), and clearly outperforms SPY’s negative ~-3.49% while keeping drawdowns modest (~4.69%).
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.011.010.991
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
84.4%16.07%1.36%13.5%0.95
65% VOO - 20% QQQ - 7.5% SCHD - 7.5% JEPQ
90.5%16.99%2.11%14.85%0.99
Initial Investment
$10,000.00
Final Value
$19,050.06
Regulatory Fees
$1.48
Total Slippage
$1.74
Invest in this strategy
OOS Start Date
May 27, 2026
Trading Setting
Monthly
Type
Stocks
Category
Us large-cap equities, tech tilt, dividend income, covered-call income, etf portfolio, monthly rebalancing
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SCHD
Schwab US Dividend Equity ETF
Stocks
VOO
Vanguard S&P 500 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 toQQQ, VOO, JEPQandSCHD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 1.56%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 4.69%. 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.