Slow Steady Growth
Today’s Change (Mar 17, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A slow-growth, diversified portfolio: 50% broad US equities, 25% rate-hedged bond sleeve (switching to TBF when rates rise), and 25% defensives (XLP and gold), with yearly rebalancing for stability.
How it worksPlain-language view of the logic:
- Target mix (roughly): 50% in equities, 25% in a rate-hedge bond sleeve, 25% in defensives (XLP + GLD).
- Equities sleeve: SPY, DIA, QQQ, SOXX, XLK are all used, equally weighted within the 50% allocation. This gives broad exposure to the US stock market, with extra emphasis on tech and semiconductors.
- Rate-hedge sleeve: SHV and TBF are alternatives within the 25% sleeve. When rates rise, you tilt toward TBF to reduce duration risk (i.e., you don’t stay fully exposed to long-term bonds). The intent is to protect against rising interest rates while still holding some bond exposure.
- Defensives: XLP (consumer staples) and GLD (gold) provide ballast and inflation hedge characteristics, helping cushion the portfolio during tougher markets or inflationary periods.
- Rebalance annually to restore the target weights, keeping the risk/return profile aligned over time.
Value propOut-of-sample, this strategy beats the S&P 500 on risk-adjusted return and downside: Sharpe 2.61 vs 1.37, annualized 24.6% vs 23.0%, max drawdown 6.8% vs 18.8%. Diversified 50/25/25 with rate-hedge and defensives for stability.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.03 | 0.46 | 0.72 | 0.85 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 794.39% | 14.16% | -1.77% | 0.2% | 0.86 | |
| 396.79% | 10.18% | -0.56% | 6.78% | 1.1 |
Initial Investment
$10,000.00
Final Value
$49,678.81Regulatory Fees
$0.82
Total Slippage
$5.09
Invest in this strategy
OOS Start Date
Dec 9, 2023
Trading Setting
Yearly
Type
Stocks
Category
Balanced growth, tactical duration hedge, sector/commodity diversification
Tickers in this symphonyThis symphony trades 9 assets in total
Ticker
Type
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF
Stocks
SOXX
iShares Semiconductor ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TBF
ProShares Short 20+ Year Treasury ETF
Stocks
XLK
State Street Technology Select Sector SPDR ETF
Stocks
XLP
State Street Consumer Staples Select Sector SPDR ETF
Stocks