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Symphonies
Diversify with Private Equity
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A globally diversified, quarterly‑rebalanced portfolio blending broad US/international stocks, high‑quality bonds, gold, commodities, real estate, and public private‑equity firms to balance growth, stability, and inflation protection.
NutHow it works
A set-it-and-rebalance quarterly mix for broad diversification: 60% stocks (US total market via Vanguard VTI; international stocks via Vanguard VXUS), 25% bonds (US core via iShares AGG; international core via iShares IAGG; inflation‑protected Treasuries via iShares TIP), and 15% diversifiers (gold GLD, mortgage real estate iShares REM, broad commodities PDBC, and shares of private‑equity firms Blackstone, KKR, Carlyle).
CheckmarkValue prop
Out-of-sample: beta 0.68, DD 19.5% vs SPY 22.1%, Sharpe ~0.75, Calmar ~0.47, return ~9.2% vs SPY ~14%. Diversified, quarterly rebalance with inflation hedges—better risk control, still strong growth.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
00.670.920.96
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
295.4%14.67%1.36%5.73%0.85
Diversify with Private Equity
166.07%10.24%1.78%4.17%0.84
Initial Investment
$10,000.00
Final Value
$26,606.78
Regulatory Fees
$0.94
Total Slippage
$3.58
Invest in this strategy
OOS Start Date
Feb 13, 2022
Trading Setting
Quarterly
Type
Stocks
Category
Global allocation, multi-asset, stocks, bonds, commodities, real estate, private equity, diversified core, quarterly 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 Private Equity" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Diversify with Private Equity" is currently allocated toVXUS, TIP, CG, IAGG, VTI, KKR, GLD, PDBC, REM, AGGandBX. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Diversify with Private Equity" has returned 9.20%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Diversify with Private Equity" is 19.53%. 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 Private Equity", 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.