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

About

Mostly S&P 500 with an extra tilt to big Nasdaq tech, plus small slices of dividend and option‑income funds. Rebalanced monthly. Aims for long‑term growth with a bit more income, but still moves up and down with the stock market.
NutHow it works
Hold four ETFs: 70% SPY (S&P 500), 20% QQQ (big Nasdaq tech names), 5% SCHD (high‑quality dividend stocks), 5% JEPQ (Nasdaq stocks with option income). Each month, restore these weights—sell what grew too much, buy what lagged. JEPQ’s options add income but can cap some gains.
CheckmarkValue prop
Out-of-sample shows higher growth (22.86% vs 22.05%), similar risk (beta ~1). Stronger risk-adjusted returns (Calmar ~4.24, Sharpe ~1.87). Tech tilt with income aims for better upside vs the S&P 500.

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Invest in this strategy
OOS Start Date
Aug 8, 2025
Trading Setting
Monthly
Type
Stocks
Category
Us equities, large-cap growth tilt, tech-heavy, dividend income, covered-call income, 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
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 11.17%. 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.