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‑driven, multi‑asset portfolio that shifts among tech‑heavy stocks, Treasuries, cash‑like bills, hedges, and commodities using simple trend/overheated/oversold checks to pursue growth with fast drawdown control.
NutHow it works
Each day it asks: 1) Trend: is price above its recent average? 2) Heat: a quick “speedometer” (RSI)—is it overheated or washed‑out? 3) Recent damage. Based on that it rotates among: growth stocks (esp. tech), cash‑like T‑bills, long Treasuries, hedges that rise when stocks fall, and diversifiers (gold, oil, broad commodities, U.S. dollar). Small sleeves trade volatility and energy to hedge.
CheckmarkValue prop
Out‑of‑sample edge: Sharpe ~1.31 vs 1.11, annualized return ~20.07% vs 19.82%, and max drawdown ~8.73% vs 18.76%. A diversified, rules‑driven, multi‑asset strategy that hedges risk and lowers volatility vs the S&P 500.

Loading backtest data...

Invest in this strategy
OOS Start Date
Sep 4, 2024
Trading Setting
Daily
Type
Stocks
Category
Multi-asset, tactical asset allocation, trend following, mean reversion, risk-managed, hedged, volatility-aware, commodities, bonds, tech-tilt
Tickers in this symphonyThis symphony trades 72 assets in total
Ticker
Type
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BOIL
ProShares Ultra Bloomberg Natural Gas
Stocks
BSV
Vanguard Short-Term Bond ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
COKE
Coca-Cola Consolidated, Inc. Common Stock
Stocks
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
Stocks
COST
Costco Wholesale Corp
Stocks
CPER
United States Copper Index Fund
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.

"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, PGR, KOLD, EEM, BSV, TMF, XOP, DBA, QQQ, COKE, NVO, UUP, DBC, GE, SHY, DBO, BTAL, TQQQ, LLY, SHV, XLE, SH, GLD, TLT, BIL, COST, XLP, BNDandPSQ. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Steadfast Portfolio V3" has returned 19.69%. 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, and options.