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Symphonies
V1 | JEPI Jedi | HinnomTX
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Bonds-as-a-barometer. If bonds look healthy, split between JEPI and a high‑octane S&P booster (HIBL). If bonds look weak, rotate into two defensive/alternative funds chosen as the most recently sold off from BTAL/UGL and DBMF/PST.
NutHow it works
It checks a short, 10‑day trend in bonds: is a broad bond fund (BND) doing better than an inverse‑Treasury fund (TBX)? If yes, hold 50% JEPI (income‑focused U.S. stocks) and 50% HIBL (very aggressive 3x high‑beta S&P). If not, hold two picks 50/50: one from BTAL vs UGL and one from DBMF vs PST—within each pair it buys the one that’s been more sold off over ~2 weeks. It mainly changes when signals flip or weights drift ~2%.
CheckmarkValue prop
Out-of-sample annualized return ~41.5% vs SPY ~24%; Calmar ~1.22 indicates solid risk-adjusted gains despite larger drawdowns (~34% vs ~19%). Higher upside with diversification—potentially stronger long-run growth than the S&P 500.

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Invest in this strategy
OOS Start Date
Mar 27, 2023
Trading Setting
Threshold 2%
Type
Stocks
Category
Tactical rotation, trend and mean reversion, risk-on/off, leveraged etfs, alternatives, bonds, gold, managed futures, options income
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type

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 | JEPI Jedi | HinnomTX" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"V1 | JEPI Jedi | HinnomTX" is currently allocated toHIBLandJEPI. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "V1 | JEPI Jedi | HinnomTX" has returned 41.47%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "V1 | JEPI Jedi | HinnomTX" is 34.08%. 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 | JEPI Jedi | HinnomTX", 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, crypto, and options.