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Symphonies
Tangency Portfolio 8
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A simple, diversified buy-and-hold mix: 40% global stocks (~50/50 U.S./overseas), 20% U.S. bonds, 20% gold, 20% long U.S. dollar. Aims to cushion downturns by spreading risk across growth, interest rates, commodities, and currencies.
NutHow it works
Target mix: 40% stocks, 20% bonds, 20% gold, 20% U.S. dollar. Stocks are split equally across VT (world stocks), VTI (U.S. stocks) and VEU (stocks outside the U.S.), netting to ~half U.S./half overseas. BND adds broad U.S. bonds, GLD holds gold, UUP rises when the dollar strengthens. No routine rebalancing; weights drift unless reset.
CheckmarkValue prop
Stronger risk-adjusted upside than the S&P 500: oos return ~23% vs ~18%, oos Sharpe ~2.65 vs ~1.02, drawdown ~6.5% vs ~18.8%, beta ~0.34. Diversified, lower-risk exposure with outsized, steadier gains.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.030.370.730.86
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
634.72%11.96%0.54%-0.34%0.67
Tangency Portfolio 8
248.21%7.32%1.57%5.88%0.87
Initial Investment
$10,000.00
Final Value
$34,820.66
Regulatory Fees
$0.27
Total Slippage
$2.61
Invest in this strategy
OOS Start Date
Oct 3, 2024
Trading Setting
Threshold 10%
Type
Stocks
Category
Multi-asset, strategic buy-and-hold, global stocks, bonds, gold, long usd, diversification
Tickers in this symphonyThis symphony trades 6 assets in total
Ticker
Type
BND
Vanguard Total Bond Market
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
UUP
Invesco DB US Dollar Index Bullish Fund
Stocks
VEU
Vanguard FTSE All-World Ex-US ETF
Stocks
VT
Vanguard Total World Stock 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 8" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"Tangency Portfolio 8" is currently allocated toVT, BND, GLD, UUP, VEUandVTI. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "Tangency Portfolio 8" has returned 21.77%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "Tangency Portfolio 8" is 6.51%. 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 8", 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.