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Symphonies
Balanced Income and Growth Dividends
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A diversified, income-first stock plan: 80% in broad dividend and option-income funds, 20% in real estate and business-lender stocks. Aims for >5% cash yield with a steadier ride than the S&P 500, while still participating in market growth. Rebalanced quarterly.
NutHow it works
80% goes to broad, income-focused funds: SCHD (U.S. dividend stocks, 40%), SCHY (international dividend stocks, 10%), and JEPI (U.S. stocks plus options for extra monthly income, 30%). 20% is split equally across real estate trusts (O, STAG, WPC, VICI, MPT) and business lenders (MAIN, ARCC, HTGC) to boost yield. Dividends are collected and the mix is reset every quarter.
CheckmarkValue prop
Income-first, diversified plan targeting ~5% yield with steadier, less volatile exposure than the S&P 500. Quarterly rebalanced core of dividend payers plus REITs/BDC exposure delivers reliable cash flow while still capturing market upside.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.010.630.720.85
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
75.25%12.41%1.75%5.97%0.77
Balanced Income and Growth Dividends
48.94%8.66%6.37%13.76%0.72
Initial Investment
$10,000.00
Final Value
$14,894.07
Regulatory Fees
$0.38
Total Slippage
$1.70
Invest in this strategy
OOS Start Date
Feb 4, 2026
Trading Setting
Quarterly
Type
Stocks
Category
Dividend income, us equities, international equities, covered-call income, reits, bdcs, quarterly rebalance
Tickers in this symphonyThis symphony trades 11 assets in total
Ticker
Type
ARCC
Ares Capital Corporation
Stocks
HTGC
Hercules Capital, Inc.
Stocks
JEPI
JPMorgan Equity Premium Income ETF
Stocks
MAIN
Main Street Capital Corporation
Stocks
MPT
Medical Properties Trust, Inc.
Stocks
O
Realty Income Corporation
Stocks
SCHD
Schwab US Dividend Equity ETF
Stocks
SCHY
Schwab International Dividend Equity ETF
Stocks
STAG
STAG INDUSTRIAL, INC.
Stocks
VICI
VICI Properties Inc. Common Stock
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.

"Balanced Income and Growth Dividends" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Balanced Income and Growth Dividends" is currently allocated toMPT, HTGC, JEPI, MAIN, VICI, O, ARCC, SCHD, SCHY, STAGandWPC. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Balanced Income and Growth Dividends" has returned 42.02%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Balanced Income and Growth Dividends" is 0.87%. 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 "Balanced Income and Growth Dividends", 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.