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Symphonies
V1.1 Kearsarge w/ Dividends - K-1 Free
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Rules‑based portfolio: core bond/dollar ballast, an active Nasdaq sleeve that flips between TQQQ, PSQ/SQQQ, and JEPQ based on trend/overbought‑fear gauges, plus a small commodities sleeve rotating into recent winners. K‑1‑free holdings.
NutHow it works
Your money is split ~53% bonds, 30% tech, 17% commodities. Bonds: own BND when its trend is up; otherwise use USDU (long U.S. dollar). Tech: ride rallies with TQQQ (3x Nasdaq); if markets look stretched or fearful, switch to PSQ/SQQQ (short Nasdaq) or JEPQ (lower‑volatility income). Signals use trends (price vs averages) and RSI (0–100 heat gauge of recent speed: high=overbought, low=oversold), plus checks from bonds (TLT, IEF/BIL), semis (SOXL). Commodities: hold the 2 recent winners among SPY, TLT, GDX, PDBC, FLOT.
CheckmarkValue prop
Out-of-sample data show this strategy offers higher risk-adjusted returns and far smaller drawdowns than the S&P 500: Sharpe 1.73 vs 1.40, max drawdown 6.65% vs 18.76%, Calmar 2.92, with a diversified, K‑1‑free, trend‑driven approach.

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Invest in this strategy
OOS Start Date
Nov 23, 2023
Trading Setting
Threshold 13%
Type
Stocks
Category
Tactical allocation, trend-following, momentum, risk management, leveraged etfs, commodities, bonds, 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.

"V1.1 Kearsarge w/ Dividends - K-1 Free" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"V1.1 Kearsarge w/ Dividends - K-1 Free" is currently allocated toGDX, SPY, JEPQandBND. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "V1.1 Kearsarge w/ Dividends - K-1 Free" has returned 19.44%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "V1.1 Kearsarge w/ Dividends - K-1 Free" is 6.65%. 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 "V1.1 Kearsarge w/ Dividends - K-1 Free", 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.