Skip to Content
Symphonies
V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1
Today’s Change
—

A symphony is an automated trading strategy — Learn more about symphonies here

About

A rules-based, high-octane plan: half “surfs” between 3x Tech/Nasdaq and Treasuries using a short-term dip gauge; half is regime-based—buy dips in bear markets, run a leveraged stocks+long‑bonds mix in bull markets. Uses 1099 ETFs (no K‑1).
NutHow it works
It splits your money 50/50 between two rule sets. - Fund Surfing: If the market’s been calm lately, it buys whichever of 3x Tech/Nasdaq or Treasuries just fell the most (a short-term “dip” gauge). If markets are jumpy, it parks in short Treasuries. - Bear vs Bull: If the S&P is >10% off its peak, it buys 5‑day selloffs in 3x Nasdaq or 3x S&P (unless a huge +5% rebound just happened), otherwise holds T‑bills. If not in a bear, it runs a leveraged stocks+long‑Treasuries mix, tilting toward the calmer fund.
CheckmarkValue prop
Out-of-sample performance suggests higher upside than SPY: ~36.5% annualized vs ~22.6%, with Calmar ~0.97. Regime-aware, leveraged allocation aims to capture bull-market gains while defending in dips. No K-1.

Loading backtest data...

Invest in this strategy
OOS Start Date
Apr 2, 2023
Trading Setting
Threshold 5%
Type
Stocks
Category
Tactical allocation, leveraged etfs, buy-the-dip, risk on/off, volatility targeting, tech tilt, treasuries
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.

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

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

Year-to-date, the symphony has returned 36.52%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 37.74%. 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, crypto, and options.