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Symphonies
Golden Butterfly Portfolio
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple, five-fund “all-weather” portfolio: 20% each in broad US stocks, small‑cap value stocks, long Treasuries, short Treasuries, and gold. Rebalance yearly. Aims to do reasonably well in many conditions, with a tilt toward prosperity via small‑cap value.
NutHow it works
Split your money equally across 5 funds (about 20% each), then rebalance once a year back to equal weights. - VTI: entire US stock market (growth in good times) - VIOV: smaller, cheaper US stocks (extra growth tilt) - VGLT: long-term US Treasuries (help in recessions/deflation) - SHY: short-term US Treasuries (stability) - GLDM: gold (helps in inflation/chaos)
CheckmarkValue prop
Out-of-sample, this all-weather 5-asset portfolio delivers superior risk-adjusted performance vs the S&P: Sharpe 1.67 vs 1.38, Calmar 2.72, and drawdowns around 7% vs 14%, offering steadier growth and better downside protection even if raw upside lags.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.030.370.570.75
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
205.07%15.02%-2.01%12.22%0.82
Golden Butterfly Portfolio
91.62%8.5%-1.42%4.28%0.9
Initial Investment
$10,000.00
Final Value
$19,161.67
Regulatory Fees
$0.32
Total Slippage
$2.15
Invest in this strategy
OOS Start Date
Mar 10, 2025
Trading Setting
Yearly
Type
Stocks
Category
All-weather, diversified, risk parity-inspired, multi-asset, retirement-friendly, us-focused, stocks-bonds-gold, small-cap value tilt
Tickers in this symphonyThis symphony trades 5 assets in total
Ticker
Type
GLDM
SPDR Gold MiniShares
Stocks
SHY
iShares 1-3 Year Treasury Bond ETF
Stocks
VGLT
Vanguard Long-Term Treasury ETF
Stocks
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Stocks
VTI
Vanguard Total Stock Market 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.

"Golden Butterfly Portfolio" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Golden Butterfly Portfolio" is currently allocated toSHY, VTI, GLDM, VGLTandVIOV. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Golden Butterfly Portfolio" has returned 18.89%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Golden Butterfly Portfolio" is 6.96%. 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 "Golden Butterfly 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, and options.