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Symphonies
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 simple, long-term core ETF portfolio: mostly broad US stocks with extra tech/semiconductor, small-value, and quality tilts, plus international, REITs, gold‑tilted commodities, and a small BTC/ETH sleeve. Maintained by DCA and quarterly rebalancing.
NutHow it works
Pick target percentages for each ETF. Invest new money regularly (DCA) across them. Every quarter, bring each ETF back to its target weight—sell parts that got too big and buy those that fell behind. No timing or forecasts; just maintain the mix.
CheckmarkValue prop
Backtested out-of-sample results show this diversified, tilt-driven core portfolio can beat the S&P 500 on risk. Tech/semis, small-value, quality, plus gold/REIT/crypto diversifiers add resilience and upside beyond the market.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.050.910.90.95
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
23.34%13.62%-1.77%0.2%0.82
Alex’s Diversified ETF Base Portfolio
30.39%17.53%-1.06%4.63%1.05
Initial Investment
$10,000.00
Final Value
$13,039.04
Regulatory Fees
$0.12
Total Slippage
$1.37
Invest in this strategy
OOS Start Date
Feb 2, 2026
Trading Setting
Quarterly
Type
Stocks
Category
Core portfolio, multi-asset etfs, long-term, diversified, tech tilt, small-cap value, quality/dividend, gold tilt, crypto sleeve, quarterly rebalance, dca
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.

"Alex’s Diversified ETF Base Portfolio" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Alex’s Diversified ETF Base Portfolio" 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, "Alex’s Diversified ETF Base Portfolio" has returned -4.05%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Alex’s Diversified ETF Base Portfolio" is 4.25%. 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 "Alex’s Diversified ETF Base Portfolio", 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.