V1 BWC: Vox’s Income Symphony
Today’s Change (Mar 15, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A quarterly, rules‑based income mix: from dividend, covered‑call, real estate, preferred, commodity, and T‑bill ETFs it picks three—one sold off, one most volatile, one trending up—and equal‑weights them.
Every quarter it scans income‑focused ETFs—dividends (e.g., SCHD/VIG, VIGI), covered‑calls (QYLD/XYLD/DIVO), real estate (VNQ/REET), preferreds (PFF/PGX), commodities (PDBC/BCI), and T‑bills (BIL).
It picks 3: 1) most “oversold” (recently sold off), 2) bumpiest lately, 3) strongest recent uptrend. It splits money equally.
Income-focused, quarterly-rebalanced strategy delivering steadier, risk-adjusted results vs the S&P: max drawdown 10.3% vs 18.8%, Calmar ~1.28, diversified income sources—aimed at resilient growth and income.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.14 | 0.39 | 0.24 | 0.49 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 191.91% | 19.79% | -2.85% | -2.42% | 1.11 | |
| 231.22% | 22.37% | 15.55% | 24.22% | 1.53 |
Initial Investment
$10,000.00
Final Value
$33,122.04Regulatory Fees
$9.86
Total Slippage
$54.85
Invest in this strategy
OOS Start Date
Oct 9, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Income, multi-asset, tactical, dividends, covered calls, reits, preferreds, commodities, quarterly rebalance
Tickers in this symphonyThis symphony trades 27 assets in total
Ticker
Type
ACIO
Aptus Collared Investment Opportunity ETF
Stocks
BCD
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
Stocks
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BIZD
VanEck BDC Income ETF
Stocks
DIVO
Amplify CWP Enhanced Dividend Income ETF
Stocks
FPE
First Trust Preferred Securities and Income ETF
Stocks
FPEI
First Trust Institutional Preferred Securities and Income ETF
Stocks
LVHI
Franklin International Low Volatility High Dividend Index ETF
Stocks
MLPX
Global X MLP & Energy Infrastructure ETF
Stocks