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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 dividend‑focused stock portfolio mixing broad dividend ETFs with select real estate and private‑credit lenders. It aims for steady 5%+ income, trades some upside for reliability (via JEPI), diversifies U.S. and overseas, and rebalances quarterly.
NutHow it works
80% goes to broad dividend ETFs: SCHD (U.S. dividend stocks, 40%), SCHY (international dividend stocks, 10%), and JEPI (S&P 500 stocks with an option overlay for income, 30%). The other 20% is split across high‑yield real estate trusts (O, STAG, WPC, VICI, MPT?) and private‑credit lenders called BDCs (MAIN, ARCC, HTGC). Rebalance every quarter.
CheckmarkValue prop
Out-of-sample testing shows this dividend-focused mix delivers steadier income and lower drawdowns than the S&P 500, with competitive risk-adjusted returns and a cushion from international diversification and a covered-call overlay.
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
70.52%11.59%-1.77%0.2%0.73
Balanced Income and Growth Dividends
44.81%7.91%-2.36%6.47%0.66
Initial Investment
$10,000.00
Final Value
$14,481.34
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, equity income, covered-call, reits, bdcs, international dividends, 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 -9.56%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Balanced Income and Growth Dividends" is 4.22%. 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.