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Symphonies
BEs Popped Monthly Dividends
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Rules-based, two-sleeve ETF strategy: times short-term “pops” with RSI/VIX to rotate among 3x stock funds, volatility hedges, and cash, while a second sleeve holds monthly dividend ETFs unless markets hit extremes.
NutHow it works
Two sleeves. Uses a hot/cold meter (RSI: 0–100; >70=hot, <30=cold) and the fear gauge (VIX). When markets look washed out, it buys 3x funds: S&P 500 (SPXL), Nasdaq‑100 (TQQQ), semis (SOXL). When they look too hot, it briefly owns volatility (UVXY) or hedges (SQQQ/SPXU). Otherwise it parks in T‑Bills/bonds (BIL/BSV). The dividend sleeve holds monthly‑pay ETFs (SPHD/PEY/DHS) unless extremes trigger the same pop trades. Main exposures: tech/Nasdaq, semis, broad US stocks; value‑tilted dividends.
CheckmarkValue prop
Out-of-sample: ~54% annualized return, Sharpe ~1.29, Calmar ~1.72—risk-adjusted performance vs S&P 500. Two sleeves harvest short-term pops with 3x ETFs, hedges, cash, and dividends; drawdowns are larger (~31% vs ~19%).

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Invest in this strategy
OOS Start Date
Mar 4, 2024
Trading Setting
Threshold 1%
Type
Stocks
Category
Tactical etf rotation, leveraged etfs, volatility timing, mean reversion, dividend income, us equities, short-term bonds
Tickers in this symphonyThis symphony trades 14 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BSV
Vanguard Short-Term Bond ETF
Stocks
DHS
WisdomTree U.S. High Dividend Fund
Stocks
PEY
Invesco High Yield Equity Dividend Achievers ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X ETF
Stocks
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
Stocks
SPXL
Direxion Daily S&P 500 Bull 3x ETF
Stocks
SPXU
ProShares UltraPro Short S&P 500
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SQQQ
ProShares UltraPro Short QQQ
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.

"BEs Popped Monthly Dividends" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"BEs Popped Monthly Dividends" is currently allocated toBSV, SPXL, PEY, SPHDandDHS. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "BEs Popped Monthly Dividends" has returned 46.19%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "BEs Popped Monthly Dividends" is 31.39%. 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 "BEs Popped Monthly 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.