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Symphonies
Simple Portfolio (UVXY)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Rules-based, volatility-first portfolio. If markets look overheated it buys UVXY as crash insurance; if fear is easing it may short volatility; if stocks get washed out it buys 3x tech/S&P bounce plays; otherwise it mixes dividends with hedges and, at times, bonds, dollar, gold, or energy.
NutHow it works
Goal: sidestep selloffs and catch rebounds. It watches RSI (0–100 “temperature” of price; >80 = very hot, <30 = very cold) on many market funds. When stocks look very hot, it buys UVXY (jumps when VIX—market fear—spikes). When fear fades, it may use SVXY (benefits when fear falls). If tech/S&P get very cold, it buys 3x bounce plays (TECL, SOXL, SPXL). Otherwise it blends dividends (SCHD, DGRO) with hedges and, at times, bonds (TMF), dollar (USDU), gold (UGL), or energy (ERX).
CheckmarkValue prop
Out-of-sample performance shows a sharper risk-adjusted edge than the S&P 500: Sharpe ~1.81 vs 1.41, annualized return ~65% vs ~22.5%, and beta ~0.79, with controlled drawdowns near ~20%.

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Invest in this strategy
OOS Start Date
Apr 21, 2023
Trading Setting
Threshold 2%
Type
Stocks
Category
Volatility timing, tactical rotation, leveraged etfs, risk-managed, crash hedge, mean reversion, momentum
Tickers in this symphonyThis symphony trades 33 assets in total
Ticker
Type
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
DGRO
iShares Core Dividend Growth ETF
Stocks
ERX
Direxion Daily Energy Bull 2X Shares
Stocks
FAS
Direxion Daily Financial Bull 3x Shares
Stocks
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
Stocks
SCHD
Schwab US Dividend Equity ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X Shares
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.

"Simple Portfolio (UVXY)" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Simple Portfolio (UVXY)" is currently allocated toDGRO, TMF, SVXY, BTAL, TMVandSCHD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Simple Portfolio (UVXY)" has returned 65.77%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Simple Portfolio (UVXY)" is 19.96%. 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 "Simple Portfolio (UVXY)", 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.