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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

A 30/70 dividend-plus-tactical portfolio. Uses a fear gauge (VIXM RSI>70) to raise lots of cash, then relies on Pop Bots that default to T‑bills. In normal times, collects income and only jumps into 3x stock funds after big selloffs; flips to UVXY after overheated surges.
NutHow it works
RSI is a 0–100 “hot/cold” speed meter. Goal: steady dividends + tactical “pops,” with a crash switch. Crash: if VIXM’s 10‑day RSI >70 (fear surging), hold ~60% cash; put ~40% in 3 Pop Bots defaulting to T‑bills (BIL). Pop Bots: after big drops (RSI<30) buy 3x funds—SPXL (S&P 500), TQQQ (Nasdaq‑100), SOXL (semis); after overheated surges (RSI>80) hold UVXY; otherwise sit in BIL (or CII for income). Normal: 30% SCHD/DGRO/DBMF; 70% income + Pop Bots (idle=CII).
CheckmarkValue prop
Out-of-sample: ~33.6% annualized return vs SPY ~21.6%, with Calmar ~1.20. Delivers higher upside via dividends and tactical pops, while crisis guardrails curb risk; note drawdowns may be larger in stressed markets.

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Invest in this strategy
OOS Start Date
Nov 20, 2022
Trading Setting
Threshold 10%
Type
Stocks
Category
Dividend income, tactical timing, volatility hedging, leveraged equities, managed futures, covered calls, cash/t-bills
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.

"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 33.58%. 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, crypto, and options.