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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 global, low-cost 11‑ETF portfolio: 50% stocks, 40% bonds, 10% gold/commodities (with 5% real estate inside the stock slice). Broad, simple diversification; most funds chosen for low fees, with global bonds and commodities picked for stronger records.
NutHow it works
It’s a set-and-hold mix built for broad diversification. Targets: 50% stocks (big and small US, developed countries outside the US, and emerging markets) including 5% real estate; 40% bonds (US Treasuries, broad US, global, and some higher-yield corporates); 10% inflation hedges (gold and a broad basket of commodities). Funds are mostly low-fee; two picks were chosen for stronger past results. Rebalance back to these targets over time.
CheckmarkValue prop
An 11-ETF global mix that outperforms the S&P 500 on out-of-sample tests: Sharpe 1.67 vs 0.86, max drawdown 8.6% vs 18.8%, OOS return 17.24% vs 16.68%, with a Calmar ~2.0 for steadier growth and lower risk.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.010.50.820.91
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
111.26%15.72%1.36%5.73%0.94
Morningstar Diversified Portfolio
53.2%8.68%1.43%4.24%0.92
Initial Investment
$10,000.00
Final Value
$15,319.68
Regulatory Fees
$0.17
Total Slippage
$1.54
Invest in this strategy
OOS Start Date
Jan 19, 2025
Trading Setting
Threshold 2%
Type
Stocks
Category
Global multi-asset, diversified, etf, strategic asset allocation, buy-and-hold, balanced 50/40/10
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.

"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 17.24%. 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, crypto, and options.