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Symphonies
Funcle - Dynamic Diversified Portfolio
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Evenly splits across five ETFs—US stocks, real estate, financials, health care, and long Treasurys—and shifts each slice to short‑term T‑bills (BIL) when its price trend weakens. Rebalanced weekly to seek growth with smaller drawdowns.
NutHow it works
Each week, money is split into 5 equal parts. For each part, it compares the ETF’s short-term average price (~50 days) to its long-term average (~200 days). If short-term is lower, that slice parks in T‑bills (BIL). If higher, it holds: SPY (US large stocks), VNQ (real estate), XLF (financials), XLV (health care), or TLT (long‑term US Treasury bonds).
CheckmarkValue prop
Five-sleeve trend-following with a cash fallback offers a smoother, risk-controlled path: oos drawdown 2.76% vs SPY 5.07%, Calmar ~4.12, solid risk-adjusted returns and diversification beyond the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.030.310.40.63
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
529.9%10.46%1.36%5.73%0.6
Funcle - Dynamic Diversified Portfolio
199.74%6.11%1.91%2.2%0.65
Initial Investment
$10,000.00
Final Value
$29,973.56
Regulatory Fees
$32.09
Total Slippage
$115.87
Invest in this strategy
OOS Start Date
Jun 7, 2025
Trading Setting
Weekly
Type
Stocks
Category
Tactical trend-following, diversified multi-asset, risk-on/risk-off, weekly rebalance, equal-weight, sectors + treasurys, drawdown control
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.

"Funcle - Dynamic Diversified Portfolio" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Funcle - Dynamic Diversified Portfolio" is currently allocated toSPY, TLT, VNQ, XLFandXLV. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Funcle - Dynamic Diversified Portfolio" has returned 11.36%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Funcle - Dynamic Diversified Portfolio" is 2.76%. 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 "Funcle - Dynamic Diversified Portfolio", 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.