V1 BWC: Vox’s Income Symphony
Today’s Change (Oct 22, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A quarterly income strategy that rotates among dividend funds, covered-call funds, commodities, real estate, and preferred stocks using a mix of contrarian, trend, and volatility signals.
This strategy looks across 5 income-focused areas: dividend stocks, covered-call funds, commodities, real estate/business lenders, and preferred stocks.
Every quarter it picks 3 areas: one that looks recently beaten down, one that has had the strongest recent trend, and one that has been moving around the most. It then splits money evenly across those picks.
Out-of-sample edge: Sharpe 1.58 vs 1.41; max drawdown 10.3% vs 18.8%; beta ~0.29; Calmar ~1.90. Returns ~19.7% vs SPY ~22.5%, with steadier income across five sleeves and lower downside risk.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.14 | 0.35 | 0.19 | 0.44 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 243.41% | 20.76% | -0.05% | 3.57% | 1.18 | |
| 283.12% | 22.8% | 0.66% | 9.32% | 1.55 |
Initial Investment
$10,000.00
Final Value
$38,312.43Regulatory Fees
$9.70
Total Slippage
$61.91
Invest in this strategy
OOS Start Date
Oct 9, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Income, tactical asset allocation, sector rotation, dividend, covered call, reit, commodities, preferreds
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