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Symphonies
Cautious Fund Surfing | 1x
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A cautious switching strategy that only buys the S&P 500 when the market looks calm and stocks appear temporarily weak; otherwise it hides in a defensive mix of the U.S. dollar, gold, and consumer staples.
NutHow it works
This strategy checks the U.S. stock market 15 different ways using short- to medium-term lookback periods and different “calmness” thresholds. If the market looks calm enough, it may buy SPY, which tracks the S&P 500 (large U.S. companies). But only if stocks have recently been weaker than SHY, a short-term Treasury bond fund, suggesting a possible rebound setup. If not, it moves into a defensive mix: UUP (U.S. dollar), GLD (gold), and XLP (consumer staples stocks).
CheckmarkValue prop
Out-of-sample edge: Sharpe 1.75, Calmar 1.31, max drawdown 14.8% vs SPY 18.8%, smoother volatility, and 19.35% annualized return. Defensive mix cushions downturns while preserving upside.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.070.40.530.73
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
658.9%10.87%-0.05%3.57%0.63
Cautious Fund Surfing | 1x
740.41%11.45%1.82%5.39%1.07
Initial Investment
$10,000.00
Final Value
$84,041.07
Regulatory Fees
$399.68
Total Slippage
$2,468.81
Invest in this strategy
OOS Start Date
Jan 15, 2023
Trading Setting
Daily
Type
Stocks
Category
Tactical asset allocation, defensive rotation, ensemble, volatility filter, mean reversion, us equity, gold, dollar, consumer staples
Tickers in this symphonyThis symphony trades 5 assets in total
Ticker
Type
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
SHY
iShares 1-3 Year Treasury Bond ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
UUP
Invesco DB US Dollar Index Bullish Fund
Stocks
XLP
State Street Consumer Staples Select Sector SPDR 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.

"Cautious Fund Surfing | 1x" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Cautious Fund Surfing | 1x" is currently allocated toGLD, SPY, UUPandXLP. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Cautious Fund Surfing | 1x" has returned 19.42%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Cautious Fund Surfing | 1x" is 14.78%. 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 "Cautious Fund Surfing | 1x", 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.
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