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Symphonies
Tangency Portfolio 5 06/26/2008
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A diversified, “best risk-for-return” portfolio: stocks, Treasuries, gold, real estate, and a long U.S. dollar stake—plus a tech/Nasdaq sleeve that switches between 2x long, 2x short, or T‑Bills based on simple recent‑move and regime signals.
NutHow it works
- 40% stocks: ~34% in a tech/Nasdaq sleeve that switches based on simple “speed” gauges of recent moves (RSI). If tech is overheated, it briefly bets against Nasdaq; if washed out, it buys a 2x long Nasdaq fund; if tech weakens vs defensive sectors for ~6 months, it parks in T‑Bills; otherwise it stays 2x long. ~6% in broad international stocks. - 20% U.S. Treasuries (mix of short, intermediate, long, and inflation‑protected). - 15% gold. - 5% U.S. real estate (REITs). - 20% long U.S. dollar. This blend aims for strong returns per unit of risk via diversification and a tech‑led timing overlay.
CheckmarkValue prop
Out-of-sample: ~12.2% annualized return vs SPY 18.4%, but drawdowns are far smaller (8.2% vs 18.8%) with Calmar ~1.48. A diversified mix plus a Nasdaq overlay offers steadier, lower-risk growth than the S&P 500.

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Invest in this strategy
OOS Start Date
Oct 2, 2024
Trading Setting
Threshold 33%
Type
Stocks
Category
Multi-asset, tactical allocation, momentum/trend, sector rotation, leveraged etfs, defensive overlay, global equities, treasuries, gold, usd exposure
Tickers in this symphonyThis symphony trades 16 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
EEM
iShares MSCI Emerging Markets ETF
Stocks
EFA
iShares MSCI EAFE ETF
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
IEI
iShares 3-7 Year Treasury Bond ETF
Stocks
QID
ProShares UltraShort QQQ
Stocks
QLD
ProShares Ultra QQQ
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 5 06/26/2008" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Tangency Portfolio 5 06/26/2008" is currently allocated toTIP, IEF, EEM, UUP, SHY, VNQ, EFA, QLD, IEI, GLDandTLT. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Tangency Portfolio 5 06/26/2008" has returned 12.16%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Tangency Portfolio 5 06/26/2008" is 8.21%. 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 5 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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