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Symphonies
Steadfast Portfolio V5.1
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A daily, rules‑based portfolio that rotates among leveraged tech, Treasuries (long or short), volatility hedges, energy/commodities, cash, and tactical shorts using simple strength/trend checks (RSI, moving averages, recent returns). High risk; aims to cushion selloffs and ride uptrends.
NutHow it works
Each day it checks simple signals: are prices trending up, overheated, or washed out? If strong and calm, it owns growth (often leveraged tech) or short‑vol (SVXY). If overheated, it buys VIX funds (UVXY/VIXY) as an airbag. If rates rise, it shorts long Treasuries (TMV); if they fall, it owns them (TMF). Energy/commodities are held when trending; otherwise it moves to cash (BIL/SHV) or shorts. Signals are “hot/cold” gauges (RSI), trendlines (moving averages), and recent returns. MPT sets the mix across sub‑strategies.
CheckmarkValue prop
Out-of-sample, this strategy delivers ~29.8% annual return with ~15.6% max drawdown and a 1.36 Sharpe, vs SPY’s ~20.7% return, ~18.8% drawdown and ~1.12 Sharpe. Higher risk-adjusted growth and better downside protection.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.490.380.160.4
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
522.91%14.31%1.36%5.73%0.88
Steadfast Portfolio V5.1
137,068.17%69.6%1.67%12.08%3.42
Initial Investment
$10,000.00
Final Value
$13,716,817.01
Regulatory Fees
$34,843.44
Total Slippage
$227,954.46
Invest in this strategy
OOS Start Date
Sep 5, 2024
Trading Setting
Daily
Type
Stocks
Category
Multi-asset, tactical, trend-following, mean-reversion, volatility-hedging, leveraged etfs, bonds, commodities, energy, market-timing, shorting, emerging-markets
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 V5.1" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Steadfast Portfolio V5.1" is currently allocated toXME, FCG, EUM, PGR, SOXL, XOP, QQQ, COKE, NVO, SVXY, DBC, GE, HYG, TECL, TQQQ, LLY, SHV, EDZ, 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 V5.1" has returned 29.77%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Steadfast Portfolio V5.1" is 15.55%. 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 V5.1", 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.