Skip to Content
Symphonies
Steadfast Portfolio V3
Today’s Change
—

A symphony is an automated trading strategy — Learn more about symphonies here

About

A daily, rules-based portfolio that rotates among growth stocks, cash/Treasuries, hedges, and commodities. It rides uptrends, buys quality dips, and cuts risk fast when markets look overheated or weak, with strict gates for leveraged and volatility funds.
NutHow it works
Each day it checks if markets look healthy, overheated, or washed out using simple “trend lines” and “too hot/too cold” gauges. If healthy, it owns growth-heavy stock funds (e.g., QQQ/XLK) or a quality stock mix. If shaky/overheated, it shifts to cash-like bills (SHV/BIL), Treasuries (TLT/TMF), or hedges (PSQ/SH; VIXY/UVXY). It adds commodities only when trending (DBC, oil DBO/UCO, gold GLD, nat gas FCG/UNG/KOLD, agriculture DBA). Rebalanced daily.
CheckmarkValue prop
Out-of-sample, this strategy outperforms the S&P 500 on risk-adjusted return: oos Sharpe 1.34 vs 1.11, annualized 21.58% vs 20.40%, max drawdown 8.73% vs 18.76%. Diversified, rules-based rotation with hedges to protect downside.

Loading backtest data...

Invest in this strategy
OOS Start Date
Sep 4, 2024
Trading Setting
Daily
Type
Stocks
Category
Multi-asset,tactical,trend-following,mean-reversion,hedged,volatility-aware,commodities,bonds,equities
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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.

"Steadfast Portfolio V3" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Steadfast Portfolio V3" is currently allocated toXME, FCG, EUM, PGR, BSV, DBA, QQQ, COKE, NVO, SVXY, UUP, DBC, GE, SHY, TQQQ, LLY, SHV, XLE, GLD, TMV, VIXM, BIL, COST, XLPandBND. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Steadfast Portfolio V3" has returned 21.58%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Steadfast Portfolio V3" is 8.73%. 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 "Steadfast Portfolio V3", 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, crypto, and options.