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Symphonies
Balanced Portfolio (Quarterly)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple 5-fund mix: 20% total US stocks, 20% small “value” stocks, 20% long-term Treasuries, 20% short-term Treasuries, 20% gold. Rebalanced each quarter to balance growth, safety, and inflation protection.
NutHow it works
Hold five funds at 20% each and rebalance every quarter: - VTI: the whole US stock market - VIOV: smaller, cheaper US companies (“value”) - VGLT: long-term US Treasury bonds - VGSH: short-term US Treasury bonds - SGOL: gold This spreads risk across growth, safety, and inflation hedges.
CheckmarkValue prop
Out-of-sample edge vs the S&P: stronger risk-adjusted returns, lower drawdowns, and inflation protection from gold and Treasuries in a simple 5-ETF mix with quarterly rebalancing.

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Invest in this strategy
OOS Start Date
May 4, 2025
Trading Setting
Quarterly
Type
Stocks
Category
Balanced, diversified, us stocks, treasuries, gold, quarterly rebalance, low-cost etfs
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.

"Balanced Portfolio (Quarterly)" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Balanced Portfolio (Quarterly)" is currently allocated toVTI, SGOL, VGLT, VGSHandVIOV. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Balanced Portfolio (Quarterly)" has returned 28.14%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Balanced Portfolio (Quarterly)" is 3.60%. 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 Portfolio (Quarterly)", 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.