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Symphonies
Ray Dalio (Leveraged)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A leveraged twist on Ray Dalio’s All Weather: a fixed, quarterly‑rebalanced mix of 3x stocks and Treasuries plus 2x gold and materials to span growth, recession, and inflation—offering diversification but with much larger ups and downs.
NutHow it works
It holds five funds at fixed weights and rebalances every quarter: 30% UPRO (3x S&P 500 stocks for growth), 40% TMF (3x long‑term US government bonds) and 15% TYD (3x medium‑term US bonds) for recessions/deflation, plus 7.5% UGL (2x gold) and 7.5% UYM (2x materials‑sector stocks) for inflation. These are leveraged funds aiming for 2–3x the DAILY moves, so swings can be large.
CheckmarkValue prop
Inflation-aware diversification with a levered 5-asset mix built for multiple seasons. OOS returns trail the S&P 500 (≈9.2% vs 19.8%) and drawdowns are larger, but it aims for regime resilience beyond pure equity.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.10.570.170.41
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
908.23%14.91%1.75%5.97%0.9
Ray Dalio (Leveraged)
1,418.48%17.78%8.32%12.04%0.8
Initial Investment
$10,000.00
Final Value
$151,847.58
Regulatory Fees
$13.41
Total Slippage
$73.06
Invest in this strategy
OOS Start Date
Sep 4, 2024
Trading Setting
Quarterly
Type
Stocks
Category
Risk-parity, all weather, multi-asset, leveraged etfs, stocks, treasuries, gold, materials, quarterly rebalance
Tickers in this symphonyThis symphony trades 5 assets in total
Ticker
Type
TMF
Direxion Daily 20+ Year Treasury Bull 3X Shares (based on the NYSE 20 Year Plus Treasury Bond Index; symbol AXTWEN)
Stocks
TYD
Direxion Daily 7-10 Year Treasury Bull 3X Shares (based on the NYSE 7-10 Year Treasury Bond Index symbol AXSVTN)
Stocks
UGL
ProShares Ultra Gold
Stocks
UPRO
ProShares UltraPro S&P 500
Stocks
UYM
ProShares Ultra Materials
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.

"Ray Dalio (Leveraged)" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Ray Dalio (Leveraged)" is currently allocated toTMF, TYD, UGL, UYMandUPRO. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Ray Dalio (Leveraged)" has returned 10.27%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Ray Dalio (Leveraged)" is 27.17%. 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 "Ray Dalio (Leveraged)", 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.