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Symphonies
V3 | Fund Surfing | Michael B | Milder
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A tactical “surfing” strategy. In calm markets, split between the most beaten‑down fund and recent winners (SPY/QQQ/tech set). In volatile markets, switch to long/short 20+yr Treasuries—or, if bonds are calm, rotate among SPY/QQQ, commodities, dollar, staples, and SHY.
NutHow it works
It watches UVXY (a volatility/fear fund). If fear isn’t too hot, split money: 50% into the single most “oversold” fund (from SPY, QQQ, tech/semis, or SHY) and 50% into the 2 best 20‑day performers from that same list. If fear is high, it either: (a) holds whichever 20+yr Treasury fund (TMF long or TMV inverse) looks steadier over 5 days, or (b) when both are calm, rotates among SPY/QQQ, commodities (DBC/DBA), the US dollar (UUP), staples (XLP), and SHY using the same oversold+momentum mix.
CheckmarkValue prop
Out-of-sample annualized return ~46% vs SPY ~21%, Calmar ~0.67. A volatility gate plus adaptive, multi-asset rotation chase upside in calm markets and shift to Treasuries in stress—aiming for higher returns than the S&P 500.

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Invest in this strategy
OOS Start Date
Dec 14, 2022
Trading Setting
Threshold 20%
Type
Stocks
Category
Tactical-rotation, momentum, mean-reversion, volatility-filter, leveraged-etfs, treasuries, commodities, defensive-switch
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.

"V3 | Fund Surfing | Michael B | Milder" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"V3 | Fund Surfing | Michael B | Milder" is currently allocated toUPRO, SPYandTECL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "V3 | Fund Surfing | Michael B | Milder" has returned 46.40%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "V3 | Fund Surfing | Michael B | Milder" is 69.11%. 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 "V3 | Fund Surfing | Michael B | Milder", 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.