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

About

A simple, low‑cost, all‑stock portfolio: 75% U.S. stocks (VTI) and 25% international stocks (VXUS). It owns most of the global market with a U.S. tilt. Diversified but not “safe” in the conservative sense—expect normal stock ups and downs.
NutHow it works
It buys two broad index funds and holds them: 75% in VTI (almost all U.S. stocks) and 25% in VXUS (stocks outside the U.S.). That gives you thousands of companies worldwide, with a tilt to the U.S. There’s no automatic rebalancing, so the mix may drift over time.
CheckmarkValue prop
Out-of-sample results show a simple 75/25 global equity mix beats the S&P 500: annualized return ~19.9% vs 18.5%, Sharpe ~1.19 vs 1.04, and max drawdown ~17.4% vs 18.8%. Low-cost, diversified, with a US tilt.

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Invest in this strategy
OOS Start Date
Jul 31, 2024
Trading Setting
Threshold 1%
Type
Stocks
Category
Passive, buy-and-hold, global equities, us tilt, two-etf portfolio, market-cap weighted, low-cost
Tickers in this symphonyThis symphony trades 2 assets in total
Ticker
Type
VTI
Vanguard Total Stock Market ETF
Stocks
VXUS
Vanguard Total International Stock 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.

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

"Safe Portfolio" is currently allocated toVTIandVXUS. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Safe Portfolio" has returned 17.58%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Safe Portfolio" is 17.41%. 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 "Safe Portfolio", 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.