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Symphonies
Tangency Portfolio 7 (Basic Benchmark)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Simple 60/40 portfolio: broad U.S. stocks via VTI for growth plus very short‑term U.S. Treasuries via SHV for stability and income. Buy‑and‑hold with no automatic rebalancing, so weights can drift over time.
NutHow it works
Invests 60% in VTI—a Vanguard fund owning almost the entire U.S. stock market (Apple, Microsoft, Tesla, and thousands more across tech, health care, finance, etc.)—and 40% in SHV—an iShares fund holding very short‑term U.S. Treasury bills for stability and income. It doesn’t auto‑rebalance, so the mix can drift. Stocks power growth; T‑bills cushion downturns with low price swings and yields tied to short‑term rates.
CheckmarkValue prop
Out-of-sample edge: risk-adjusted return higher (Sharpe 1.16 vs SPY ~1.01), lower drawdown (11.7% vs 18.8%), and ~12.6% annual return. A simple 60/40 with ultra-short Treasuries offers smoother, more resilient growth than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.010.660.930.97
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
571.19%10.45%-1.77%0.2%0.6
Tangency Portfolio 7 (Basic Benchmark)
349.44%8.17%-1.67%0.31%0.65
Initial Investment
$10,000.00
Final Value
$44,944.17
Regulatory Fees
$0.00
Total Slippage
$1.00
Invest in this strategy
OOS Start Date
Oct 2, 2024
Trading Setting
Threshold 30%
Type
Stocks
Category
60/40 allocation, us stocks, short-term treasuries, buy and hold, benchmark, static allocation
Tickers in this symphonyThis symphony trades 2 assets in total
Ticker
Type
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF
Stocks
VTI
Vanguard Total Stock Market 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 7 (Basic Benchmark)" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Tangency Portfolio 7 (Basic Benchmark)" is currently allocated toSHVandVTI. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Tangency Portfolio 7 (Basic Benchmark)" has returned 9.62%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Tangency Portfolio 7 (Basic Benchmark)" is 11.65%. 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 7 (Basic Benchmark)", 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.