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Symphonies
Emerging Markets with a Bond Hedge
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple monthly rotation: hold the single fund (TLT, MDY, EFA, or EEM) with the strongest recent 3‑month performance to ride trends in either global stocks or long‑term US Treasury bonds.
NutHow it works
Each month it looks at four funds and buys only the one with the best return over roughly the last 3 months. The choices are: TLT (long‑term US Treasury bonds), MDY (US mid‑size stocks), EFA (developed markets outside the US), and EEM (emerging markets). It holds that one fund for the next month, then repeats.
CheckmarkValue prop
Disciplined monthly momentum rotation across TLT/MDY/EFA/EEM offers a lower market beta (~0.7) and potential downside discipline, providing diversification benefits to the S&P 500 with a transparent, rules-based approach.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.10.320.10.31
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
910.68%10.75%-1.77%0.2%0.64
Emerging Markets with a Bond Hedge
1,342.35%12.5%-5.34%9.63%0.72
Initial Investment
$10,000.00
Final Value
$144,234.50
Regulatory Fees
$265.42
Total Slippage
$1,742.95
Invest in this strategy
OOS Start Date
Feb 13, 2022
Trading Setting
Monthly
Type
Stocks
Category
Momentum rotation, tactical asset allocation, global equities, treasury bonds, monthly rebalance, single-etf holding
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
EEM
iShares MSCI Emerging Markets ETF
Stocks
EFA
iShares MSCI EAFE ETF
Stocks
MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
Stocks
TLT
iShares 20+ Year Treasury Bond 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.

"Emerging Markets with a Bond Hedge" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Emerging Markets with a Bond Hedge" is currently allocated toEEM. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Emerging Markets with a Bond Hedge" has returned 2.08%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Emerging Markets with a Bond Hedge" is 29.81%. 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 "Emerging Markets with a Bond Hedge", 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.