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Symphonies
Diversify with Bonds & Gold
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Aims for smoother returns using gold, inflation‑protected bonds, long‑term bonds, and low‑volatility U.S. stocks. Each month, it gives more weight to the calmest assets and less to the jumpy ones, seeking steady, lower‑volatility performance.
NutHow it works
Each month it looks at four funds: GLD (gold), TIP (inflation‑protected U.S. Treasury bonds), BLV (long‑term high‑quality bonds), and USMV (U.S. stocks chosen for steadier prices). It checks how bumpy each has been lately (~1 month). Calmer funds get bigger slices; jumpier ones get smaller. Then it rebalances and repeats.
CheckmarkValue prop
Out-of-sample, this defensive 4-asset mix (GLD, TIP, BLV, USMV) aims for steadier growth: ~4.8% annualized with ~17.5% max drawdown vs S&P ~22%; Sharpe ~0.64 vs ~0.82; Calmar ~0.27—offering downside protection and inflation hedge.

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Invest in this strategy
OOS Start Date
Feb 13, 2022
Trading Setting
Monthly
Type
Stocks
Category
Multi-asset, inverse-volatility, risk-based allocation, etfs, bonds, gold, low-vol stocks, monthly rebalance
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.

"Diversify with Bonds & Gold" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Diversify with Bonds & Gold" is currently allocated toBLV, GLD, TIPandUSMV. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Diversify with Bonds & Gold" has returned 4.81%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Diversify with Bonds & Gold" is 17.53%. 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 "Diversify with Bonds & Gold", 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.