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Symphonies
Portfolio: Hold my Cash Long-Term
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Cash-first portfolio that parks in T‑Bills, then selectively rotates into stocks (esp. tech), Treasuries, gold, commodities or EM when trends are favorable. It adds volatility/short hedges when markets overheat and buys brief dips with leveraged funds. Daily rebalancing.
NutHow it works
Default is cash-like T‑Bills (BIL/SHV/SHY). Each day it asks: Are stocks trending up or stretched? RSI (a speedometer of recent moves: high=hot, low=cold) and moving averages decide. If uptrends are healthy, it owns stocks (often tech) and, when trending, gold/commodities/energy. If overheated, it adds volatility or short hedges (VIXY/UVXY, PSQ/SH). If sold off hard, it tries quick bounce trades with small, leveraged ETFs (TQQQ/TECL/SOXL) or shifts to Treasuries. Rebalances daily.
CheckmarkValue prop
Out-of-sample, this strategy delivers ~36% annualized return vs ~17% for the S&P, with Sharpe ~1.07 vs ~0.94 and Calmar ~1.75. It offers stronger risk-adjusted upside despite a slightly higher drawdown (~20.7% vs 18.8%).

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Invest in this strategy
OOS Start Date
Nov 15, 2024
Trading Setting
Daily
Type
Stocks
Category
Cash-first, multi-asset, risk-on/off, trend + mean reversion, hedged, volatility, leveraged/inverse etfs
Tickers in this symphonyThis symphony trades 105 assets in total
Ticker
Type
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
AIA
iShares Asia 50 ETF
Stocks
BGX
Blackstone Long-Short Credit Income Fund
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BOIL
ProShares Ultra Bloomberg Natural Gas
Stocks
BSV
Vanguard Short-Term Bond ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
BWZ
SPDR Bloomberg Short Term International Treasury Bond ETF
Stocks
COKE
Coca-Cola Consolidated, Inc. Common Stock
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.

"Portfolio: Hold my Cash Long-Term" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Portfolio: Hold my Cash Long-Term" is currently allocated toILCG, XME, FCG, IEF, EUM, PGR, DBA, QQQ, COKE, NVO, SVXY, UUP, EEMV, DBC, GE, SHY, SPXL, SPY, TQQQ, ICLN, LLY, SHV, EDZ, XLE, VIXY, GLD, TLT, TAN, TMV, USMV, VIXM, VUG, BIL, FAN, COST, XLPandPSQ. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Portfolio: Hold my Cash Long-Term" has returned 36.24%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Portfolio: Hold my Cash Long-Term" is 20.66%. 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 "Portfolio: Hold my Cash Long-Term", 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.