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Symphonies
Copy the Dragon Portfolio
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A five-part “Dragon” mix aimed to work in booms and busts: leveraged U.S. stocks, long Treasuries, gold, crisis hedges (VIX and U.S. dollar), plus simple trend/momentum in global stocks and commodities. Uses ETFs; some are leveraged and volatile.
NutHow it works
Five sleeves: 24% U.S. stocks via a 3× S&P 500 fund (UPRO); 18% long U.S. Treasuries via a 3× fund (TMF); 19% gold (GLD); 21% crisis hedges split between VIX futures (VIXM) and the U.S. dollar (UUP), sized by recent volatility; 18% simple trend: for global stock funds and commodity funds, own it only if its recent return beat 7–10yr Treasuries (IEF), otherwise hold IEF. Rebalances on ~5% drift.
CheckmarkValue prop
Dragon strategy diversifies across stocks, bonds, gold, long vol, and momentum to cushion shocks. Out-of-sample Sharpe ~0.44 with deeper drawdowns (~30.7%), yet offers crisis hedges and multi-regime resilience beyond SPY's pure equity exposure.

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Invest in this strategy
OOS Start Date
Feb 13, 2022
Trading Setting
Threshold 5%
Type
Stocks
Category
All-weather, dragon portfolio, long volatility, gold, equities, treasuries, commodities, momentum, trend-following, leveraged etfs
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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

"Copy the Dragon Portfolio" is currently allocated toUPRO, IEF, TMF, EWQ, EWG, UUP, EWP, SPY, EWI, EWJ, EWU, EWN, GLDandVIXM. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Copy the Dragon Portfolio" has returned 6.26%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Copy the Dragon Portfolio" is 30.73%. 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 the Dragon Portfolio", 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.