Monthly Income Dividends + Managed Futures

Today’s Change (Nov 18, 2025)

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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple 50/50 mix: JEPI for steady monthly cash from large U.S. stocks and options, plus DBMF for trend-following defense across global futures. Monthly rebalancing keeps the balance and aims for smoother overall returns.

How it works

Split your money 50/50 between two funds: JEPI (monthly cash from large U.S. stocks plus option income) and DBMF (trend-following across commodities, interest rates, currencies, and stock indexes). Rebalance each month back to roughly 50/50.

Value prop

Lower-risk, income-focused mix: 50/50 JEPI+DBMF. OOS max drawdown ~10% vs SPY ~19%, lower market sensitivity (beta ~0.42), and steady monthly income, plus diversification when stocks wobble—delivering smoother returns than the S&P 500.

YTD

Max

www.composer.trade

Performance

Compared to selected benchmarks

Alpha

Beta

R²

SPY

0.04

0.32

0.41

0.64

Performance Metrics

Cumulative Return

Annualized Return

Trailing 1M Return

Trailing 3M Return

Sharpe Ratio

SPY

142.14%

17.5%

-1.67%

2.89%

1.02

Monthly Income Dividends + Managed Futures

66.69%

9.76%

-1.12%

5.36%

1.13

Initial Investment

$10,000.00

Final Value

$16,668.61

Regulatory Fees

$1.35

Total Slippage

$2.91

Invest in this strategy

OOS Start Date

Mar 7, 2023

Trading Setting

Monthly

Type

Stocks