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Symphonies
New Age 60/40
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A rules‑driven 60/40 that rides stock and bond uptrends with leverage and quickly rotates to USD, gold, Treasuries, or hedges (volatility/short funds) when markets overheat or sell off, using trend, RSI, and volatility triggers.
NutHow it works
Goal: a smarter 60/40. About 40% is a bond sleeve that holds Treasuries/credit for ballast and, when long‑term Treasuries trend up, adds a fast version (TMF). If rates rise or bonds get choppy, it shifts to the U.S. dollar (UUP/USDU), gold (GLD), staples (XLP), or even the inverse long‑bond (TMV). The other ~60% rides stock uptrends with 2–3x Nasdaq/S&P funds (TQQQ, QLD, SPXL/TECL). In selloffs or when things look overheated it hedges with volatility funds (UVXY/SVXY), short funds (SQQQ/PSQ/SH), or short‑term Treasuries (SHY/BSV). Rules look at trend (moving averages), “heat” (RSI: high=hot, low=washed‑out), and choppiness (volatility/drawdown).
CheckmarkValue prop
Out-of-sample annualized return 22.69% vs S&P 21.61%, lower drawdown (17.58% vs 18.76%), and lower beta (~0.89). A rules-driven, leveraged 60/40 that rides uptrends and hedges risk, aiming for steadier, higher risk-adjusted gains.

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Invest in this strategy
OOS Start Date
Jun 23, 2023
Trading Setting
Daily
Type
Stocks
Category
Tactical 60/40, dynamic asset allocation, trend + volatility filters, leveraged etfs, crash hedging
Tickers in this symphonyThis symphony trades 32 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BSV
Vanguard Short-Term Bond ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
IEI
iShares 3-7 Year Treasury Bond ETF
Stocks
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Stocks
PSQ
ProShares Short QQQ
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.

"New Age 60/40" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"New Age 60/40" is currently allocated toTIP, VGLT, IEF, TMF, UUP, HYG, SHY, LQD, SPY, BTAL, TQQQ, QLD, IEI, GLD, VGITandXLP. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "New Age 60/40" has returned 21.32%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "New Age 60/40" is 17.58%. 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 "New Age 60/40", 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.