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Symphonies
Permanent Store of Wealth - 4 ETFs -
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple 4‑fund, long‑term portfolio: 70% U.S. stocks, 10% bonds, 10% real estate, 10% commodities. Built to grow with stocks while adding real assets and bonds for resilience across different economic environments.
NutHow it works
Hold 4 funds: 70% big U.S. stocks (VOO), 10% high‑quality U.S. bonds (BND), 10% U.S. real estate (VNQ), 10% broad commodities (DBC). Once a year, rebalance back to those targets by trimming what’s above target and adding to what’s below.
CheckmarkValue prop
Out-of-sample: 15.12% annualized return, 15.52% max drawdown, beta 0.80, Calmar 0.97, Sharpe 1.11. Lower downside than SPY (18.76%), with inflation-hedging diversification for steadier, risk-adjusted growth.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
-00.820.970.99
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
654.77%13.91%-7.68%-7.76%0.85
Permanent Store of Wealth - 4 ETFs -
433.76%11.39%-4.75%-2.63%0.83
Initial Investment
$10,000.00
Final Value
$53,375.85
Regulatory Fees
$0.59
Total Slippage
$3.58
Invest in this strategy
OOS Start Date
Jul 2, 2022
Trading Setting
Yearly
Type
Stocks
Category
Long-term core, asset allocation, diversified, passive, 4-fund portfolio, inflation hedge, annual rebalancing
Tickers in this symphonyThis symphony trades 4 assets in total
Ticker
Type
BND
Vanguard Total Bond Market
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
VNQ
Vanguard Real Estate ETF
Stocks
VOO
Vanguard S&P 500 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.

"Permanent Store of Wealth - 4 ETFs -" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Permanent Store of Wealth - 4 ETFs -" is currently allocated toBND, DBC, VNQandVOO. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Permanent Store of Wealth - 4 ETFs -" has returned 13.03%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Permanent Store of Wealth - 4 ETFs -" is 15.52%. 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 "Permanent Store of Wealth - 4 ETFs -", 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.