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Symphonies
V1 BWC: Vox’s Income Symphony
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A quarterly, income‑tilted rotation. From dividend, covered‑call, real estate/infrastructure & BDC, preferred‑stock, and commodity funds, it equally owns three picks: a recent laggard (rebound), a strong trender (ride winner), and a high‑mover.
NutHow it works
Every 3 months it scans ~27 income‑tilted funds across 5 buckets: dividend stocks (e.g., SCHD), covered‑call funds that trade some upside for cash flow (e.g., XYLD), real estate/infrastructure & BDCs (e.g., VNQ, MLPX), preferred‑stock funds (e.g., PFF), and broad commodities (e.g., PDBC), plus T‑Bills (BIL). It then picks three: a recent laggard (potential rebound), a strong trender, and the biggest mover. Money is split evenly.
CheckmarkValue prop
Income-tilted, rules-based rotation with stronger risk-adjusted performance vs the S&P. OOS Sharpe ~1.33; max drawdown ~10.3% vs ~18.8% for SPY; Calmar ~1.28. Diversified income mix and quarterly rebalancing for steadier upside.

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Invest in this strategy
OOS Start Date
Oct 9, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Income, multi-asset, tactical rotation, dividend, covered call, 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

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.

"V1 BWC: Vox’s Income Symphony" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"V1 BWC: Vox’s Income Symphony" is currently allocated toBCI, PDBCandBCD. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "V1 BWC: Vox’s Income Symphony" has returned 17.53%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "V1 BWC: Vox’s Income Symphony" is 10.33%. 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 "V1 BWC: Vox’s Income Symphony", 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.