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Symphonies
V1a | JEPI Jedi | HinnomTX
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A rules‑based switcher: if bonds look healthy, own income‑oriented stocks (JEPI) plus a high‑octane kicker (HIBL). If bonds look weak, pick the more beaten‑down choices among defensive/inflation and rates‑hedge pairs (BTAL or UGL, and DBMF or TMV).
NutHow it works
First it asks: have regular U.S. bonds (BND) beaten betting against Treasuries (TBX) over ~10 trading days? If yes, it splits between JEPI (income‑focused U.S. stocks with options) and HIBL (very aggressive 3x high‑beta U.S. stocks). If not, it splits between two pairs, picking the weaker of each by a simple 0–100 strength score (RSI): BTAL vs UGL, and DBMF vs TMV. Lower score = more beaten‑down; it buys those.
CheckmarkValue prop
Out-of-sample shows ~44% annualized return vs SPY's ~23.7%, with Calmar ~1.20 and positive alpha. A regime-switching mix—income, high/anti-beta, gold, and trend tools—offers stronger upside and diversification, but with higher drawdowns and complexity.

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Invest in this strategy
OOS Start Date
Mar 28, 2023
Trading Setting
Threshold 2%
Type
Stocks
Category
Tactical rotation, income with options overlay, leveraged etfs, managed futures, gold, bonds, market‑neutral, risk management
Tickers in this symphonyThis symphony trades 8 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
TBX
ProShares Short 7-10 Year Treasury
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.

"V1a | JEPI Jedi | HinnomTX" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"V1a | JEPI Jedi | HinnomTX" is currently allocated toTMVandUGL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "V1a | JEPI Jedi | HinnomTX" has returned 46.22%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "V1a | JEPI Jedi | HinnomTX" is 36.81%. 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 "V1a | 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, and options.