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Symphonies
V1.1 | JEPI Jedi | HinnomTX, Unit Holder, Ronniem90, DogWaterTamale
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Rule‑based portfolio: 30% JEPI anchor; a bond‑trend switch toggles Risk ON/OFF. Then it contrarian‑picks the most “oversold” ETF (by RSI) from small menus, mixing stocks, Treasuries, volatility, gold, and managed futures. Uses leveraged funds.
NutHow it works
It checks a 10‑day bond trend: if bonds (BND) beat shorting bonds (TBX) → Risk ON; else Risk OFF. Always 30% JEPI (dividend US stocks). Risk ON: +47% HIBL (3x high‑beta) and 23% in the lower 12‑day RSI of TMF (3x long Treasuries) or SVXY (short VIX). Risk OFF: +50% in the lower 12‑day RSI of BTAL (anti‑beta), UGL (2x gold), SVXY; and +20% in the lower 12‑day RSI of DBMF (managed futures), TMV (3x short Treasuries), VIXM (VIX). Rebalances on big moves.
CheckmarkValue prop
Regime-switching, income-backed strategy aimed at bigger upside than the S&P 500. OOS: ~41.8% annualized return vs 23.1% for SPY; Calmar ~1.13. Diversified sleeves target growth with risk control—drawdowns can run ~37%.

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Invest in this strategy
OOS Start Date
Mar 29, 2023
Trading Setting
Threshold 5%
Type
Stocks
Category
Tactical allocation, regime switching, income + growth, leveraged/inverse etfs, volatility, managed futures, multi-asset
Tickers in this symphonyThis symphony trades 11 assets in total
Ticker
Type
BND
Vanguard Total Bond Market
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
DBMF
iMGP DBi Managed Futures Strategy ETF
Stocks
HIBL
Direxion Daily S&P 500 High Beta Bull 3X Shares
Stocks
JEPI
JPMorgan Equity Premium Income ETF
Stocks
SVXY
ProShares Short VIX Short-Term Futures ETF
Stocks
TBX
ProShares Short 7-10 Year Treasury
Stocks
TMF
Direxion Daily 20+ Year Treasury Bull 3X Shares (based on the NYSE 20 Year Plus Treasury Bond Index; symbol AXTWEN)
Stocks
TMV
Direxion Daily 20+ Year Treasury Bear 3X Shares (based on the NYSE 20 Year Plus Treasury Bond Index; symbol AXTWEN)
Stocks
UGL
ProShares Ultra Gold
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.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toSVXY, JEPIandTMV. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 45.83%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 36.87%. 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 the 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.