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Symphonies
HEDGED & LEVERAGED - BONDS & STOCKS - V2.1a Replace UPRO with SOXL
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Daily trend-and-momentum strategy. When both bonds and stocks rise, it goes aggressive (chips, leveraged bonds, hedged stocks). If stocks lag or bonds fall, it shifts to Treasuries, cash, or the recent 30‑day/5‑day winner. Uses 3x ETFs; high risk.
NutHow it works
First check the long‑term US Treasury fund (TLT): is its price above its 150‑day average? If yes and the S&P 500 (SPY) is also above its 200‑day average, split equally into SOXL (3x chipmakers), TMF (3x long Treasuries), and PHDG (stocks with hedges). If bonds are up but stocks aren’t, hold TLT. If bonds aren’t up: when TLT is weak short‑term, hold the 2 best of TMV (3x short Treasuries), UDOW (3x stocks), or BIL (T‑bills). Otherwise, put 75% in the 30‑day winner among TMF, UPRO, TMV, MOAT, BRK.B, USMV.
CheckmarkValue prop
Dynamic regime‑driven strategy lowers equity beta (~0.7) and uses Treasuries/cash hedges to diversify and cushion drawdowns, offering a distinct risk/return path vs SPY. Note: out‑of‑sample Sharpe is lower and drawdowns higher; suitability matters.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.30.50.090.3
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
495.99%14.43%-1.77%0.2%0.88
HEDGED & LEVERAGED - BONDS & STOCKS - V2.1a Replace UPRO with SOXL
8,609.15%40.11%-6.29%15.81%1.35
Initial Investment
$10,000.00
Final Value
$870,915.00
Regulatory Fees
$4,342.06
Total Slippage
$26,943.58
Invest in this strategy
OOS Start Date
Dec 15, 2022
Trading Setting
Daily
Type
Stocks
Category
Trend following, momentum, leveraged etfs, treasuries, semiconductors, us stocks, hedged equity, quality, low volatility, cash
Tickers in this symphonyThis symphony trades 12 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
MOAT
VanEck Morningstar Wide Moat ETF
Stocks
PHDG
Invesco S&P 500 Downside Hedged ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
Stocks
TMV
Direxion Daily 20+ Year Treasury Bear 3X ETF
Stocks
UDOW
ProShares UltraPro Dow 30
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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toTMVandBIL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 14.00%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 33.33%. 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 the symphony, 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.