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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% S&P 500 core, 20% Nasdaq‑100 for extra growth, 5% dividend stocks (SCHD), and 5% Nasdaq option‑income (JEPQ). Rebalanced monthly. Heavy big‑tech exposure with a small income tilt.
NutHow it works
Hold 4 ETFs at fixed weights: - SPY 70%: broad U.S. large companies (S&P 500). - QQQ 20%: tech‑heavy giants (Apple, Microsoft, NVIDIA, Amazon, Google). - SCHD 5%: high‑quality dividend payers. - JEPQ 5%: Nasdaq stocks with an options overlay that aims to pay extra income but can limit upside. Rebalance monthly; no market timing.
CheckmarkValue prop
Out-of-sample, this 70/20/5/5 ETF mix delivers 25.68% annual return vs SPY 25.29%, with Calmar 4.76—strong downside control for growth—and adds modest income via SCHD/JEPQ vs the S&P 500.

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OOS Start Date
Aug 8, 2025
Trading Setting
Monthly
Type
Stocks
Category
Us equities,long-only,passive allocation,growth tilt,dividend income,covered-call income,monthly rebalancing
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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 25.68%. 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, crypto, and options.