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Symphonies
JEPI-DBMF-TQQQ | Simple Monthly | Jefe
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple monthly mix: 80% in income-focused stocks (JEPI) and a diversifier (DBMF), plus a 20% switch that adds leveraged tech exposure (TQQQ) only when the Nasdaq trend is up; otherwise it stays in the core funds.
NutHow it works
Each month: 40% goes to JEPI (income-focused US stocks using options) and 40% to DBMF (managed-futures diversifier). The last 20% depends on trend: if the Nasdaq-100 (QQQ) is in an uptrend (short-term average > long-term), it goes to TQQQ (3x Nasdaq). If not, that 20% is split back into JEPI and DBMF.
CheckmarkValue prop
Out-of-sample risk-adjusted strength: Sharpe ~1.42, Calmar ~1.32, max drawdown ~16.7% vs SPY ~18.8%. Core 80% income/diversifier with a disciplined 20% tech tilt on Nasdaq uptrends—steadier growth versus the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.090.640.560.75
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
151.06%18.12%1.36%5.73%1.05
JEPI-DBMF-TQQQ | Simple Monthly | Jefe
187.7%21.07%1.96%9.63%1.37
Initial Investment
$10,000.00
Final Value
$28,769.92
Regulatory Fees
$2.08
Total Slippage
$8.79
Invest in this strategy
OOS Start Date
Mar 12, 2023
Trading Setting
Monthly
Type
Stocks
Category
Income, managed futures, trend-following, tactical allocation, tech tilt, risk-on/off, monthly rebalance
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.

"JEPI-DBMF-TQQQ | Simple Monthly | Jefe" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"JEPI-DBMF-TQQQ | Simple Monthly | Jefe" is currently allocated toDBMF, JEPIandTQQQ. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "JEPI-DBMF-TQQQ | Simple Monthly | Jefe" has returned 22.02%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "JEPI-DBMF-TQQQ | Simple Monthly | Jefe" is 16.70%. 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 "JEPI-DBMF-TQQQ | Simple Monthly | Jefe", 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.