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Symphonies
Tangency Portfolio 3 06/26/2008
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A conservative, highly diversified portfolio: roughly 40% cash, 36% stocks, 18% Treasury bonds, and 6% real assets, aiming for a strong risk/reward balance rather than aggressive growth.
NutHow it works
This is a mostly fixed, diversified portfolio built to seek a strong balance between growth and safety. About 40% stays in cash or cash-like assets, 36% goes to stocks, 18% to U.S. government bonds, and 6% to gold, the U.S. dollar, real estate, and infrastructure. It does not try to predict the market. Instead, it spreads money across many asset types so no single area can dominate the outcome.
CheckmarkValue prop
Stronger risk-adjusted gains with lower drawdown: out-of-sample Sharpe 1.04 vs SPY 0.98, max drawdown 10.8% vs 18.8%, and 10.6% annualized return over 762 days—driven by broad diversification and fixed allocations.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.020.610.870.93
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
644.26%11.18%-1.04%-0.34%0.64
Tangency Portfolio 3 06/26/2008
452.4%9.45%0.71%0.15%0.77
Initial Investment
$10,000.00
Final Value
$55,240.05
Regulatory Fees
$0.47
Total Slippage
$5.04
Invest in this strategy
OOS Start Date
Oct 2, 2024
Trading Setting
Threshold 33%
Type
Stocks
Category
Strategic asset allocation, tangency portfolio, diversified, conservative, multi-asset, stocks, bonds, real assets, cash-heavy
Tickers in this symphonyThis symphony trades 22 assets in total
Ticker
Type
EEM
iShares MSCI Emerging Markets ETF
Stocks
EFA
iShares MSCI EAFE ETF
Stocks
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
ICF
iShares Select U.S. REIT ETF
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
IEI
iShares 3-7 Year Treasury Bond ETF
Stocks
IFGL
iShares International Developed Real Estate ETF
Stocks
SHY
iShares 1-3 Year Treasury Bond ETF
Stocks
TIP
iShares TIPS Bond 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.

"Tangency Portfolio 3 06/26/2008" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Tangency Portfolio 3 06/26/2008" is currently allocated toTIP, IEF, XLV, EEM, VOX, XLF, UUP, SHY, XLB, EFA, XLE, IEI, ICF, XLU, GLD, TLT, XLK, XLI, XLY, FXR, XLPandIFGL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Tangency Portfolio 3 06/26/2008" has returned 10.60%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Tangency Portfolio 3 06/26/2008" is 10.80%. 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 "Tangency Portfolio 3 06/26/2008", 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.
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