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Symphonies
70% SPY - 20% QQQ - 5% SCHD - 5% JEPQ
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Simple U.S. stock mix: 70% broad market (SPY), 20% tech‑heavy Nasdaq (QQQ), 5% dividend stocks (SCHD), 5% Nasdaq income fund using options (JEPQ). Monthly rebalancing keeps those weights; expect a tech tilt and a small income stream.
NutHow it works
Put 70% in SPY (500 large U.S. companies), 20% in QQQ (top Nasdaq names, heavy in big tech), 5% in SCHD (quality U.S. dividend stocks), and 5% in JEPQ (Nasdaq stocks that sell call options to pay income, which can cap some upside). Rebalance monthly back to 70/20/5/5.
CheckmarkValue prop
Out-of-sample edge: ~22.86% annual return vs SPY's ~22.05%, higher Sharpe (~1.87) and Calmar (~4.24). Slightly larger drawdown, but stronger risk-adjusted upside with dividend/covered-call income vs a pure S&P 500 sleeve.

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Invest in this strategy
OOS Start Date
Aug 8, 2025
Trading Setting
Monthly
Type
Stocks
Category
Us equities, core-satellite, large-cap, tech tilt, dividend income, covered-call, passive, monthly rebalance
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
SPY
State Street SPDR S&P 500 ETF Trust
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.

"70% SPY - 20% QQQ - 5% SCHD - 5% JEPQ" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"70% SPY - 20% QQQ - 5% SCHD - 5% JEPQ" is currently allocated toQQQ, SPY, JEPQandSCHD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "70% SPY - 20% QQQ - 5% SCHD - 5% JEPQ" has returned 15.59%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "70% SPY - 20% QQQ - 5% SCHD - 5% JEPQ" is 5.39%. 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 "70% SPY - 20% QQQ - 5% SCHD - 5% JEPQ", 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.