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Symphonies
Capital preservation
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Half stays in broad US stocks (with a tilt to tech/growth). The other half, updated weekly, buys the 3 recent winners among Treasuries (3×), commodities, gold, oil & gas stocks, utilities, and the US dollar to buffer downturns and follow trends.
NutHow it works
Every week the portfolio holds two halves: - 50% stays split evenly across broad US stock funds (S&P 500, total market, small‑caps, tech, and mega‑cap growth). - 50% rotates into the 3 strongest (by average gain over the last month) among: long‑term Treasuries (3×), broad commodities, gold, oil & gas stocks, utilities, and the US dollar.
CheckmarkValue prop
Two-sleeve approach: 50% core US equities + 50% tactical hedge (TMF, PDBC, GLD, IEO, XLU, USDU) rebalanced weekly. Out-of-sample: Sharpe ~0.46, Calmar ~0.29. Seeks diversification and downside resilience alongside SPY.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.040.60.630.79
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
271.4%12.33%-7.68%-7.76%0.75
Capital preservation
248.78%11.71%-1.59%6.31%0.89
Initial Investment
$10,000.00
Final Value
$34,878.42
Regulatory Fees
$54.62
Total Slippage
$285.20
Invest in this strategy
OOS Start Date
Aug 31, 2024
Trading Setting
Weekly
Type
Stocks
Category
Tactical allocation, momentum rotation, etfs, us equities, treasuries, commodities, gold, utilities, us dollar, weekly rebalance
Tickers in this symphonyThis symphony trades 12 assets in total
Ticker
Type
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
Stocks
MGK
Vanguard Mega Cap Growth ETF
Stocks
PDBC
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
Stocks
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
Stocks
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
Stocks
VGT
Vanguard Information Technology ETF
Stocks
VOO
Vanguard S&P 500 ETF
Stocks
VTI
Vanguard Total Stock Market ETF
Stocks
VTWG
Vanguard Russell 2000 Growth 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.

"Capital preservation" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Capital preservation" is currently allocated toIEO, USDU, VOO, VTI, VTWG, MGK, PDBC, VGTandVTWO. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Capital preservation" has returned 5.18%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Capital preservation" is 19.18%. 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 "Capital preservation", 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.