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Symphonies
SPY For The Long Term
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A SPY-first, trend-following plan. In uptrends it mostly holds SPY, sometimes mixes in long Treasuries or briefly hedges with VIXY when things look overheated. In downtrends it may try a tech rebound (TECL) or shift toward bonds or a mild short (SH).
NutHow it works
It’s a rule set built around SPY (S&P 500). Trend test: price vs 200‑day average. Uptrend: hold SPY; if a 10‑day heat gauge (0–100) >80, switch to VIXY (volatility hedge). If strength is high but not extreme, hold 45% SPY + 55% TLT (long Treasuries). Downtrend: if tech is washed‑out (QQQ gauge <31) buy TECL (3× tech) for a bounce; else if also below the 30‑day average, hold 50% BND (bonds) and 50% SPY or SH (inverse S&P) per a bond‑vs‑bear check. Else SPY.
CheckmarkValue prop
Out-of-sample, the strategy targets higher upside: 26.9% annualized return vs SPY's 22.2%, with dynamic hedges (VIXY) and bond ballast for diversification. Calmar ~0.95 signals solid risk-adjusted performance, despite larger drawdowns.

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Invest in this strategy
OOS Start Date
Apr 3, 2023
Trading Setting
Threshold 5%
Type
Stocks
Category
Trend following,tactical allocation,us equities,bonds,volatility hedge,leveraged etf,inverse etf,rules-based
Tickers in this symphonyThis symphony trades 9 assets in total
Ticker
Type
BND
Vanguard Total Bond Market
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SDS
ProShares UltraShort S&P500
Stocks
SH
ProShares Short S&P500
Stocks
SHY
iShares 1-3 Year Treasury Bond ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TECL
Direxion Daily Technology Bull 3x ETF
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
VIXY
ProShares VIX Short-Term Futures 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.

"SPY For The Long Term" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"SPY For The Long Term" is currently allocated toSPY. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "SPY For The Long Term" has returned 23.90%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "SPY For The Long Term" is 28.16%. 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 "SPY For The Long Term", 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.