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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, equal-weight mix of broad U.S. stocks, small-value stocks, long- and short-term Treasuries, and gold. Each sleeve helps in different economic conditions. Rebalance yearly to keep the mix steady and aim for smoother, steadier growth.
NutHow it works
Split your money equally across five funds: VTI (all U.S. stocks), VIOV (smaller, cheaper-value U.S. stocks), VGLT (long-term U.S. Treasury bonds), SHY (short-term U.S. Treasury bonds), and GLDM (gold). Each one helps in a different economy. Once a year, rebalance them back to equal size. The extra small-value slice adds a growth tilt.
CheckmarkValue prop
Out-of-sample, this 5-sleeve equal-weight mix delivers stronger risk-adjusted returns with smaller drawdowns than the S&P 500, targeting ~29% annualized growth, Sharpe ≈2.66 vs 1.41, drawdown ≈7% vs 14%, beta ≈0.39, Calmar ≈4.24.

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Invest in this strategy
OOS Start Date
Mar 10, 2025
Trading Setting
Yearly
Type
Stocks
Category
Multi-asset allocation, risk-parity-inspired, retirement-friendly, inflation hedge, deflation hedge, buy-and-hold, annual rebalance
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 26.59%. 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.