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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

A simple, buy‑and‑hold dividend portfolio: half in real estate (global and U.S.) and half in high‑dividend stocks (U.S. and international). Even split at the start, no rebalancing. Income-focused with a noticeable real‑estate tilt.
NutHow it works
It splits your money evenly across four income-focused ETFs and then holds them: - REET: global real-estate landlords (REITs) - VNQ: U.S. real-estate landlords (REITs) - SPYD: U.S. stocks that pay high cash dividends - VYMI: non‑U.S. stocks that pay high cash dividends There’s no rebalancing, so the mix can drift. Income mainly comes from rent-backed REITs and mature, dividend-paying companies.
CheckmarkValue prop
Out-of-sample, an income-focused mix (REITs + high-dividend stocks) delivers lower drawdown than SPY (14.0% vs 18.8%) with Calmar ~1.0 and solid risk-adjusted return. A smoother, dividend-led path relative to the S&P 500.

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Invest in this strategy
OOS Start Date
Mar 15, 2024
Trading Setting
Threshold 90%
Type
Stocks
Category
Dividend income, real estate (reits), us stocks, international stocks, buy-and-hold, low turnover
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 13.75%. 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, and options.