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Symphonies
Primal Funds › Durable Yield (ETF Edition)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A diversified, income‑focused mix of ETFs/CEF spanning credit, pipelines, real estate, and financials. It targets high, recurring cash distributions and rebalances quarterly. Main risks: credit, interest rates, energy infrastructure, and leverage.
NutHow it works
It aims for steady cash payouts by holding income‑heavy funds: 20% TPYP (pipelines), 20% BIZD (BDCs), and 10% each of CDX (hedged high‑yield bonds), HYBL (loans/bonds), KBWD (high‑div financials), KBWY (REITs), AMLP (MLPs), RA (real assets CEF). It collects dividends and rebalances to these weights every quarter. No market timing.
CheckmarkValue prop
Out-of-sample, this income-focused sleeve delivers steadier cash flow with lower downside: oos max drawdown 11.9% vs SPY ~18.8%, and lower volatility, offering a more reliable income path when stocks swing.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.010.560.580.76
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
64.8%13.22%0.54%-0.34%0.79
Primal Funds › Durable Yield (ETF Edition)
35.73%7.89%2.02%3.18%0.65
Initial Investment
$10,000.00
Final Value
$13,572.86
Regulatory Fees
$0.32
Total Slippage
$1.71
Invest in this strategy
OOS Start Date
Nov 7, 2024
Trading Setting
Quarterly
Type
Stocks
Category
Income, high yield, multi-asset etfs, credit, reits, bdcs, energy infrastructure, financials
Tickers in this symphonyThis symphony trades 8 assets in total
Ticker
Type
AMLP
Alerian MLP ETF
Stocks
BIZD
VanEck BDC Income ETF
Stocks
CDX
Simplify High Yield ETF
Stocks
HYBL
State Street Blackstone High Income ETF
Stocks
KBWD
Invesco KBW High Dividend Yield Financial ETF
Stocks
KBWY
Invesco KBW Premium Yield Equity REIT ETF
Stocks
RA
Brookfield Real Assets Income Fund Inc.
Stocks
TPYP
Tortoise North American Pipeline Fund
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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toTPYP, CDX, KBWY, BIZD, RA, KBWD, HYBLandAMLP. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 6.57%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 11.90%. 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 the 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, and options.