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Symphonies
New Symphony
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A quarterly, risk-aware rotation across five income/diversifier buckets. It picks the three calmest recently and, within each, favors the steadiest funds to seek smoother returns and ongoing income.
NutHow it works
Every quarter it looks at five buckets: dividend-stock funds, option-income funds (own stocks and sell calls), commodities, real estate/BDCs/energy pipes, and preferred-stock funds. It picks the three buckets with the steadiest prices lately. Inside each, it gives more weight to the calmer funds, then splits money evenly across the three. Some holdings are cash‑like T‑bills for ballast.
CheckmarkValue prop
Defensive, income-focused rotation across five sleeves. In out-of-sample tests, drawdowns are smaller (12.8% vs 18.8% SPY) with smoother volatility and solid risk-adjusted returns, delivering steadier income than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.030.50.60.78
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
146.12%18.03%1.2%6.23%1.05
New Symphony
89.08%12.44%2.44%4.55%1.11
Initial Investment
$10,000.00
Final Value
$18,907.98
Regulatory Fees
$1.74
Total Slippage
$9.41
Invest in this strategy
OOS Start Date
Oct 9, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Dividend equities, covered call income, commodities, real estate/reits, preferred stock, bdcs/mlps, risk-rotation
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.

"New Symphony" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"New Symphony" is currently allocated toDIVO, BIZD, VNQ, MLPX, ACIO, XYLD, BCI, REET, PDBC, SCHH, QYLD, VNQI, BCDandRYLD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "New Symphony" has returned 12.48%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "New Symphony" is 12.79%. 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 Symphony", 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.