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Symphonies
Income Bag
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A quarterly, risk-aware rotation across five income/diversifier buckets. It picks the three calmest recently and, within each, favors the steadiest funds to seek smoother returns and ongoing income.
NutHow it works
Every quarter it looks at five buckets: dividend-stock funds, option-income funds (own stocks and sell calls), commodities, real estate/BDCs/energy pipes, and preferred-stock funds. It picks the three buckets with the steadiest prices lately. Inside each, it gives more weight to the calmer funds, then splits money evenly across the three. Some holdings are cash‑like T‑bills for ballast.
CheckmarkValue prop
Out-of-sample tested: a quarterly, risk-aware rotation across five income sleeves delivers steadier income and smoother returns with lower drawdowns than the S&P 500, via diversification, inverse-vol sizing, and cash ballast.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.050.50.580.76
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
128.13%15.46%-7.68%-7.76%0.94
Income Bag
102.69%13.1%-0.8%6.65%1.17
Initial Investment
$10,000.00
Final Value
$20,269.28
Regulatory Fees
$1.80
Total Slippage
$9.62
Invest in this strategy
OOS Start Date
Oct 9, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Dividend equities, covered call income, commodities, real estate/reits, preferred stock, bdcs/mlps, risk-rotation
Tickers in this symphonyThis symphony trades 27 assets in total
Ticker
Type
ACIO
Aptus Collared Investment Opportunity ETF
Stocks
BCD
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
Stocks
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BIZD
VanEck BDC Income ETF
Stocks
DIVO
Amplify CWP Enhanced Dividend Income ETF
Stocks
FPE
First Trust Preferred Securities and Income ETF
Stocks
FPEI
First Trust Institutional Preferred Securities and Income ETF
Stocks
LVHI
Franklin International Low Volatility High Dividend Index ETF
Stocks
MLPX
Global X MLP & Energy Infrastructure 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.

"Income Bag" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Income Bag" is currently allocated toDIVO, BIZD, VNQ, MLPX, ACIO, XYLD, BCI, REET, PDBC, SCHH, QYLD, VNQI, BCDandRYLD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Income Bag" has returned 13.98%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Income Bag" is 12.79%. 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 "Income Bag", 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.