V1 BWC: Vox’s Income Symphony
Today’s Change (Mar 17, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
Quarterly, five-way, income-focused ETF mix selected by momentum-style screens, one pick per category (Dividends, Buy/Write, Commodities, REIT/BDCs, Preferreds), equally weighted.
- Every quarter, pick one ETF from each of five groups: Dividends, Buy/Write, Commodities, REIT/Business, and Preferred ETFs.
- Within each group, look at the last ~60 days of price action and rank the available ETFs by a momentum-like score. The goal is to find the one that looks strongest on recent price behavior, with a bias toward the asset that the system flags as favorable.
- From each group, select the top candidate (one per category).
- Allocate equal cash to the five chosen assets, creating a five-position portfolio with balanced weight.
- Rebalance quarterly to refresh the selections and keep the five groups represented.
- The results rely on simple, rules-based signals (momentum-like measures) rather than subjective judgment. The approach is income-forward, with exposure spread across dividend plays, covered-call strategies, commodities, real estate/BDCs, and preferred stocks, plus a cash sleeve for liquidity.
Out-of-sample, Vox’s Income Symphony delivers strong risk-adjusted returns with lower downside: 10.3% max drawdown vs 18.8% for S&P, Calmar ~1.28 and Sharpe ~1.33, plus positive alpha. Diversified, income-focused, rules-based.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.13 | 0.39 | 0.24 | 0.49 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 195.66% | 20.02% | -1.77% | 0.2% | 1.12 | |
| 230.47% | 22.29% | 16.72% | 24.32% | 1.52 |
Initial Investment
$10,000.00
Final Value
$33,046.54Regulatory Fees
$9.86
Total Slippage
$54.85
Invest in this strategy
OOS Start Date
Oct 9, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Dividend etfs, income/option etfs, commodity etfs, real estate/bdcs etfs, preferred etfs, cash/short-term treasuries
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