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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 40% stocks, 40% US Treasuries, 20% gold mix. Five ETFs at 20% each, rebalanced quarterly. Seeks steadier returns than all‑stock portfolios while keeping long‑term growth potential.
NutHow it works
Hold 5 funds at 20% each and rebalance every 3 months: VTI (total US stocks), VIOV (smaller US companies that look cheap), VGLT (long‑term US Treasury bonds), VGSH (short‑term US Treasury bonds), SGOL (gold). Stocks drive growth; bonds add stability/defense; gold hedges inflation/crises.
CheckmarkValue prop
Balanced Portfolio (Quarterly): Out-of-sample Sharpe ~3.76 vs S&P ~2.68, drawdown ~3.6% vs ~5.1%, beta ~0.43, Calmar ~9.16. Simple 5-ETF 40/40/20 mix rebalanced quarterly for steadier growth with downside protection.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.030.350.520.72
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
699.04%14.36%-1.77%0.2%0.87
Balanced Portfolio (Quarterly)
252.1%8.47%-1.49%3.71%1.02
Initial Investment
$10,000.00
Final Value
$35,209.63
Regulatory Fees
$1.68
Total Slippage
$6.87
Invest in this strategy
OOS Start Date
May 4, 2025
Trading Setting
Quarterly
Type
Stocks
Category
Balanced, multi-asset, buy-and-hold, quarterly rebalance, us stocks, small-cap value tilt, treasuries, gold
Tickers in this symphonyThis symphony trades 5 assets in total
Ticker
Type
SGOL
abrdn Physical Gold Shares ETF
Stocks
VGLT
Vanguard Long-Term Treasury ETF
Stocks
VGSH
Vanguard Short-Term Treasury ETF
Stocks
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Stocks
VTI
Vanguard Total Stock Market 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.

"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 24.19%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Balanced Portfolio (Quarterly)" is 3.99%. 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, and options.