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Symphonies
Steadfast Portfolio V5
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A day‑to‑day, rules-driven portfolio that rotates among stocks, bonds, commodities and cash. It buys strength or buys dips in strong trends, and quickly shifts to T‑bills, Treasuries, or hedges (VIX/short ETFs) when markets overheat or weaken. Uses some leveraged ETFs, so risk can be high.
NutHow it works
It’s a rules-based, daily-checked plan that moves between offense and defense. It looks at simple signals like: trend (price vs its average), momentum/overheated or washed-out (RSI: 0–100; high=hot, low=oversold), and recent returns. - When trends are healthy, it owns growth/tech (e.g., QQQ/TQQQ/TECL), energy (XLE, oil/gas), and sometimes broad commodities (DBC). - If markets get too hot, it adds crash protection (VIX funds like UVXY/VIXY) or small shorts. - If trends break, it hides in T‑bills (BIL/SHV) or Treasuries (TLT/TMF), and can short the market (PSQ/SH). - Separate sleeves time bonds (TMF/TMV), oil/natural gas (DBO, FCG, BOIL/KOLD), and add a small quality stock mix (LLY, NVO, COST).
CheckmarkValue prop
Out-of-sample, this rule-based, multi-asset strategy offers stronger risk-adjusted performance and downside protection vs the S&P 500: Sharpe 1.36 vs 1.11, max drawdown 7.8% vs 18.8%, beta ~0.54, Calmar 2.55, about 20% annualized.

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Invest in this strategy
OOS Start Date
Sep 4, 2024
Trading Setting
Daily
Type
Stocks
Category
Tactical asset allocation, multi-asset, momentum, mean reversion, volatility hedging, leveraged etfs, 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 V5" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Steadfast Portfolio V5" is currently allocated toXME, FCG, EUM, PGR, DBA, QQQ, COKE, NVO, SVXY, UUP, DBC, GE, HYG, SHY, ERX, LLY, SHV, XLE, DUG, QLD, GLD, TMV, VIXM, BIL, COST, ERY, XLPandBND. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Steadfast Portfolio V5" has returned 19.96%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Steadfast Portfolio V5" is 7.83%. 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 V5", 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.