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Symphonies
Holy Grail Simplified w/ JEPI
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Daily, one-ETF rotation: buy XLK on deep Nasdaq dips, JEPI on deep S&P dips, JEPQ when Nasdaq trends up, otherwise BTAL. Uses leveraged ETFs only as signals (RSI(10) and 20-day average) to switch between tech, income, and defensive stances.
NutHow it works
Each day it holds one fund: - If a fast-moving Nasdaq tracker (TQQQ, used only as a “thermometer”) is oversold (10‑day RSI<31 = sharp recent drop), buy XLK (core tech). - Else if a fast-moving S&P tracker (UPRO) is oversold, buy JEPI (broad US stocks with options income). - Else if Nasdaq is in an uptrend (price > 20‑day average), buy JEPQ (Nasdaq with options income). - Else hold BTAL (defensive, market‑neutral).
CheckmarkValue prop
Out-of-sample resilience with a smoother ride: ~18.1% annualized return vs 22% S&P, max drawdown ~14.1% vs ~18.8%, beta ~0.32, Calmar ~1.28—lower risk, still upside potential.

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Invest in this strategy
OOS Start Date
Dec 25, 2023
Trading Setting
Daily
Type
Stocks
Category
Tactical rotation, trend following, mean reversion, defensive equity income, sector rotation, market-neutral
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.

"Holy Grail Simplified w/ JEPI" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Holy Grail Simplified w/ JEPI" is currently allocated toJEPQ. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Holy Grail Simplified w/ JEPI" has returned 18.11%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Holy Grail Simplified w/ JEPI" is 14.15%. 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 "Holy Grail Simplified w/ JEPI", 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.