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Symphonies
v1.5 Adaptive All Weather Portfolio
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

An adaptive “All Weather” mix that rotates among stocks, Treasuries, commodities/real estate, and the US dollar. It uses simple trend and stress signals to dial offense (leveraged funds) or defense (cash-like bonds, inverse funds), aiming to handle both falling and rising rates.
NutHow it works
It spreads money across stocks (~30%), bonds (~55%), and commodities/real estate (~15%). If fear spikes, it hides in cash-like bonds (and may keep a small 2x index stake if tech is still trending). Otherwise it rotates: stocks into strong sectors or adds inverse funds when rates bite; bonds flip between long Treasuries, inverse Treasuries, and a US dollar fund; commodities/real estate tilt to what’s trending.
CheckmarkValue prop
An adaptive, diversified All-Weather approach that shifts between stocks, bonds, commodities/real estate, and USD to weather rate shocks. It aims for solid risk-adjusted returns with defense in stress, complementary to the S&P, and K-1-free investing.

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Invest in this strategy
OOS Start Date
Nov 11, 2022
Trading Setting
Threshold 10%
Type
Stocks
Category
Tactical allocation, trend-following, volatility-aware, leveraged etfs, long/short, macro, adaptive bonds, commodities, defensive sectors
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.

"v1.5 Adaptive All Weather Portfolio" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"v1.5 Adaptive All Weather Portfolio" is currently allocated toUSDU, BTAL, PDBC, XLYandXLP. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "v1.5 Adaptive All Weather Portfolio" has returned 20.28%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "v1.5 Adaptive All Weather Portfolio" is 18.84%. 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 "v1.5 Adaptive All Weather Portfolio", 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.