Finimize Easy Rider
Today’s Change (Nov 5, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A globally diversified portfolio with 60% stocks, 20% bonds, 17.5% real assets, and 2.5% Bitcoin, using simple monthly checks to make its bond holdings safer or bolder.
This portfolio spreads money across many parts of the market: US stocks, overseas stocks, bonds, commodities, gold, and a small amount of Bitcoin.
Most of it stays fixed, but the bond portion has a simple safety check: if bonds have been doing well lately, it uses more aggressive bond funds; if not, it switches to safer bond funds. The goal is steadier long-term growth with fewer nasty surprises than owning only stocks.
Diversified, risk-managed multi-asset strategy: lower drawdown (6.7% vs 8.9%), Calmar ~1.48, and lower beta, plus exposure to stocks, bonds, real assets, gold, and a small crypto sleeve—aimed at steadier, long-term growth than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.04 | 0.61 | 0.75 | 0.86 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 66.25% | 19.86% | -1.04% | -0.34% | 1.25 | |
| 51.31% | 15.91% | -1.71% | -0.13% | 1.42 |
Initial Investment
$10,000.00
Final Value
$15,130.66Regulatory Fees
$5.87
Total Slippage
$18.18
Invest in this strategy
OOS Start Date
Dec 30, 2025
Trading Setting
Weekly
Type
Stocks
Category
Global diversification, risk-managed bonds, all-weather, multi-asset, stocks, bonds, commodities, gold, bitcoin
Tickers in this symphonyThis symphony trades 13 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BITB
Bitwise Bitcoin ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BWX
State Street SPDR Bloomberg International Treasury Bond ETF
Stocks
FGDL
Franklin Responsibly Sourced Gold ETF
Stocks
JNK
State Street SPDR Bloomberg High Yield Bond ETF
Stocks
JPIB
JPMorgan International Bond Opportunities ETF
Stocks
SDCI
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
Stocks
USFR
WisdomTree Floating Rate Treasury Fund
Stocks
VEA
Vanguard FTSE Developed Markets ETF
Stocks