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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 global core portfolio: 60% stocks, 25% bonds, and 15% diversifiers (gold, commodities, mortgage real estate, and listed private‑equity managers). Rebalanced quarterly to keep the mix on target.
NutHow it works
It’s a simple set-it-and-rebalance mix. • 60% in global stocks: broad US market plus non‑US markets. • 25% in bonds: core US bonds, core non‑US bonds (hedged to USD), and US inflation‑linked Treasuries. • 15% split equally among gold, mortgage real estate, diversified commodities, and publicly traded private‑equity managers. Rebalanced every quarter to these targets.
CheckmarkValue prop
Out-of-sample resilience: lower max drawdown (19.5% vs 22%), similar Sharpe (0.815 vs 0.824), lower beta (~0.68), and a diversified 60/25/15 ballast. More stable growth with inflation hedges versus the S&P 500.

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Invest in this strategy
OOS Start Date
Feb 13, 2022
Trading Setting
Quarterly
Type
Stocks
Category
Global multi-asset, 60/40 core, alternatives & diversifiers, private equity tilt, inflation hedges, quarterly rebalance
Tickers in this symphonyThis symphony trades 11 assets in total
Ticker
Type
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
BX
Blackstone Inc.
Stocks
CG
The Carlyle Group Inc. Common Stock
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
IAGG
iShares Core International Aggregate Bond Fund
Stocks
KKR
KKR & Co. Inc.
Stocks
PDBC
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
Stocks
REM
iShares Mortgage Real Estate ETF
Stocks
TIP
iShares TIPS Bond ETF
Stocks
VTI
Vanguard Total Stock Market 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.

"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 8.84%. 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, and options.