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Symphonies
Dividends 30/70, w Black Swan
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Income-first, dip‑buying strategy: 30% dividends; 70% buys 3x index/semis only on deep dips and parks in income when idle. In volatility spikes it dials down risk, parks in T‑Bills, and may add a UVXY crash hedge.
NutHow it works
Core: 30% in dividend funds (SCHD, DGRO) plus a diversifier (DBMF). Engine: 70% hunts “pops.” It buys 3x funds (SPXL, TQQQ, SOXL) only when a short‑term score called RSI (0–100; under 30 = washed‑out, over 80 = very hot) says “washed‑out”; otherwise it sits in an income fund (CII). If things look too hot, it holds UVXY for crash insurance. If market volatility jumps (VIXM’s RSI>70), it switches the parking spot to T‑Bills (BIL) for extra safety.
CheckmarkValue prop
Out-of-sample annualized return ~33.5% vs S&P ~21.3%; Calmar ~1.20 signals solid risk-adjusted upside. A dividend core plus tactical 3x dip-buying with volatility hedges and T-bill parking aims for higher upside with controlled risk vs the S&P 500.

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Invest in this strategy
OOS Start Date
Nov 20, 2022
Trading Setting
Threshold 10%
Type
Stocks
Category
Income + tactical, leveraged etfs, dip-buying (rsi), volatility hedge, dividend focus, managed futures
Tickers in this symphonyThis symphony trades 10 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
CII
BlackRock Enhanced Large Cap Core Fund, Inc.
Stocks
DBMF
iMGP DBi Managed Futures Strategy ETF
Stocks
DGRO
iShares Core Dividend Growth ETF
Stocks
SCHD
Schwab US Dividend Equity ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X ETF
Stocks
SPXL
Direxion Daily S&P 500 Bull 3x ETF
Stocks
TQQQ
ProShares UltraPro QQQ
Stocks
UVXY
ProShares Ultra VIX Short-Term Futures ETF
Stocks
VIXM
ProShares VIX Mid-Term Futures 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.

"Dividends 30/70, w Black Swan " is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Dividends 30/70, w Black Swan " is currently allocated toDGRO, DBMF, CIIandSCHD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Dividends 30/70, w Black Swan " has returned 31.40%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Dividends 30/70, w Black Swan " is 27.98%. 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 "Dividends 30/70, w Black Swan ", 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.