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Symphonies
Base 2 Bull or Bonds
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Aggressive, rules‑based swing between leveraged stock funds and safe assets. Buys tech/S&P/semis after selloffs, flips to volatility on overbought spikes, and otherwise rotates using risk‑on/off and bond‑trend signals, with T‑Bills/Treasuries/USD as fallback.
NutHow it works
Step 1: Look for extremes. If Nasdaq/S&P/Semis look very washed‑out (a 0–100 “heat” score is very low), buy leveraged tech/S&P/semis. If markets look too hot, briefly buy a volatility fund (UVXY). Step 2: If the S&P has been beating Utilities and bonds aren’t trending up, run stock sleeves (TECL/TQQQ/SPXL/UPRO/UDOW), each switching to T‑Bills (BIL) if a quick strength check favors bonds. If bonds trend up, hold long Treasuries (TMF) or the US dollar (UUP). In risk‑on, it may tilt to energy (ERX) over tech based on recent gains.
CheckmarkValue prop
Out-of-sample edge: 28.63% annualized return vs SPY's 22.17%, achieved by a rules-based, tactical mix of leveraged stock sleeves, volatility hedges, and risk-on/risk-off with bond/cash buffers. Higher upside in swinging markets, with higher drawdown risk.

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Invest in this strategy
OOS Start Date
Apr 18, 2023
Trading Setting
Threshold 2%
Type
Stocks
Category
Tactical allocation, leveraged etfs, trend-following, mean reversion, risk-on/risk-off, volatility trading
Tickers in this symphonyThis symphony trades 19 assets in total
Ticker
Type
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
ERX
Direxion Daily Energy Bull 2X ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SMH
VanEck Semiconductor ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X ETF
Stocks
SPXL
Direxion Daily S&P 500 Bull 3x ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TECL
Direxion Daily Technology Bull 3x 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.

"Base 2 Bull or Bonds" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Base 2 Bull or Bonds" is currently allocated toUPRO, SPXL, TECL, TQQQandUDOW. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Base 2 Bull or Bonds" has returned 21.27%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Base 2 Bull or Bonds" is 66.59%. 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 "Base 2 Bull or Bonds", 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.