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Symphonies
Copy David Swensen
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A Swensen-inspired, well-diversified mix of US and international stocks, US real estate, and both regular and inflation-protected Treasuries, kept near fixed target weights with monthly rebalancing.
NutHow it works
The portfolio splits your money across six broad funds and resets to these targets each month: - 30% VTI: all US stocks (big to small companies). - 15% VXUS: stocks outside the US (developed + emerging). - 5% VWO: extra tilt to emerging‑market stocks. - 20% VNQ: US real estate companies (REITs). - 15% TIP: US government bonds that adjust with inflation (TIPS). - 15% VGIT: mid‑term US Treasury bonds. Each month it rebalances back to these percentages.
CheckmarkValue prop
Diversified 70/30 Swensen-style mix (US/intl stocks, REITs, TIPS, mid-term Treasuries) with monthly rebalancing. Out-of-sample, lower drawdown (about 20.3% vs 22.1%), inflation hedge and broader diversification than the S&P 500.

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Invest in this strategy
OOS Start Date
Feb 13, 2022
Trading Setting
Monthly
Type
Stocks
Category
Asset allocation, diversified portfolio, swensen/yale model, stocks, bonds, real estate, rebalancing, inflation hedge
Tickers in this symphonyThis symphony trades 6 assets in total
Ticker
Type
TIP
iShares TIPS Bond ETF
Stocks
VGIT
Vanguard Intermediate-Term Treasury ETF
Stocks
VNQ
Vanguard Real Estate ETF
Stocks
VTI
Vanguard Total Stock Market ETF
Stocks
VWO
Vanguard FTSE Emerging Markets ETF
Stocks
VXUS
Vanguard Total International Stock 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.

"Copy David Swensen" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Copy David Swensen" is currently allocated toTIP, VNQ, VTI, VWO, VGITandVXUS. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Copy David Swensen" has returned 6.63%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Copy David Swensen" is 20.31%. 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 "Copy David Swensen", 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, crypto, and options.