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Symphonies
Morningstar Diversified Portfolio
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple, globally diversified 11‑ETF portfolio: 45% stocks, 40% bonds, 15% real assets (gold, commodities, real estate). Funds are mostly low‑cost and broad; two tilt toward strong past results. Built to smooth ups and downs over time.
NutHow it works
It spreads your money across the world and across different “jobs” for your money. Target mix: 45% stocks (US large 20, US small 5, developed ex‑US 10, emerging 10), 40% bonds (US Treasuries 10, US core investment‑grade 10, international bonds 10, US high‑yield 10), and 15% real assets (gold 5, broad commodities 5, US real estate 5). Most funds were picked for low fees and broad coverage; two were picked for stronger past performance. Buy and hold; check drift.
CheckmarkValue prop
Out-of-sample edge: ~20% annual return with Sharpe ~2.0 and Calmar ~2.32, and max drawdown ~8.6%—roughly half SPY’s. A diversified 11-ETF core designed for stronger risk‑adjusted growth vs the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.010.50.820.9
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
106.21%14.38%-2.23%-2.01%0.88
Morningstar Diversified Portfolio
57.25%8.77%-1.59%2.71%0.94
Initial Investment
$10,000.00
Final Value
$15,724.78
Regulatory Fees
$0.20
Total Slippage
$1.67
Invest in this strategy
OOS Start Date
Jan 19, 2025
Trading Setting
Threshold 2%
Type
Stocks
Category
Multi-asset, global allocation, diversified, etfs, buy-and-hold, moderate risk
Tickers in this symphonyThis symphony trades 11 assets in total
Ticker
Type
AVIG
Avantis Core Fixed Income ETF
Stocks
GOVT
iShares U.S. Treasury Bond ETF
Stocks
JPIB
JPMorgan International Bond Opportunities ETF
Stocks
SGOL
abrdn Physical Gold Shares ETF
Stocks
USCI
US Commodity Index
Stocks
USHY
iShares Broad USD High Yield Corporate Bond ETF
Stocks
VB
Vanguard Small-Cap ETF
Stocks
VEA
Vanguard FTSE Developed Markets ETF
Stocks
VNQ
Vanguard Real Estate ETF
Stocks
VV
Vanguard Large-Cap 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.

"Morningstar Diversified Portfolio" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Morningstar Diversified Portfolio" is currently allocated toVB, VV, AVIG, VNQ, USCI, VWO, JPIB, USHY, VEA, GOVTandSGOL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Morningstar Diversified Portfolio" has returned 16.79%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Morningstar Diversified Portfolio" is 8.62%. 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 "Morningstar Diversified Portfolio", 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.