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Symphonies
Dividend Portfolio - 4 ETFs -
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Simple, buy‑and‑hold dividend portfolio: equal parts global and U.S. real estate plus high‑dividend U.S. and international stocks. Aims for steady income, with big real estate exposure and sensitivity to interest rates; no rebalancing.
NutHow it works
Buys four income-focused ETFs in equal amounts, then holds them. Two own real estate companies (REET = global property owners; VNQ = U.S. property owners). Two own high‑dividend stocks (SPYD = U.S.; VYMI = non‑U.S.). No timing rules and no rebalancing; weights drift over time.
CheckmarkValue prop
Smaller downside with solid risk-adjusted income. Out-of-sample shows max drawdown 14% vs ~19% for the S&P, Calmar ~0.81 and Sharpe ~0.84, plus steady dividends from real estate and high-dividend stocks.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
-0.040.810.680.83
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
301.34%15.27%1.98%3.15%0.88
Dividend Portfolio - 4 ETFs -
97.83%7.23%1.9%0.71%0.48
Initial Investment
$10,000.00
Final Value
$19,782.71
Regulatory Fees
$0.00
Total Slippage
$1.00
Invest in this strategy
OOS Start Date
Mar 15, 2024
Trading Setting
Threshold 90%
Type
Stocks
Category
Income-focused, buy & hold, dividend etfs, real estate, global stocks, value tilt
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
REET
iShares Global REIT ETF
Stocks
SPYD
State Street SPDR Portfolio S&P 500 High Dividend ETF
Stocks
VNQ
Vanguard Real Estate ETF
Stocks
VYMI
Vanguard International High Dividend Yield 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.

"Dividend Portfolio - 4 ETFs -" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Dividend Portfolio - 4 ETFs -" is currently allocated toVNQ, REET, SPYDandVYMI. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Dividend Portfolio - 4 ETFs -" has returned 11.79%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Dividend Portfolio - 4 ETFs -" is 14.01%. 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 "Dividend Portfolio - 4 ETFs -", 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.