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Symphonies
V4 Balanced Alpha 3x Leverage
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Rules-based mix of leveraged ETFs. Half follows Treasury trends, rotating among long/short bonds, stocks, gold, or T‑bills. The rest rides 3x equity indexes in uptrends and steps aside (or buys 3x tech on deep dips) in downtrends.
NutHow it works
50% tracks long‑term US Treasury trend (via TLT). If rising, it owns the stronger over ~2 months: stocks (SPY) or bonds (TLT/TMF 3x). If falling, it picks short Treasuries (TMV −3x) or 2x gold (UGL); otherwise T‑bills (SHV). 40% owns TQQQ (3x Nasdaq‑100) and UPRO (3x S&P 500) while SPY is above its 200‑day average; else SHV unless tech is very oversold (low 10‑day RSI = mostly down days), then TECL (3x tech). Final 10%: URTY (small‑caps) and UDOW (Dow).
CheckmarkValue prop
Out-of-sample, this strategy aims ~36% annual return vs ~21% for the S&P 500, with similar/lower drawdown and stronger risk metrics (Sharpe ~1.34; Calmar ~1.92). A rules-based, regime-driven leveraged trend approach.

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Invest in this strategy
OOS Start Date
Dec 27, 2023
Trading Setting
Threshold 5%
Type
Stocks
Category
Trend following,momentum,tactical allocation,leveraged etfs,stocks,bonds (treasuries),gold,risk-on/risk-off
Tickers in this symphonyThis symphony trades 11 assets in total
Ticker
Type
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TECL
Direxion Daily Technology Bull 3x ETF
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
Stocks
TMV
Direxion Daily 20+ Year Treasury Bear 3X ETF
Stocks
TQQQ
ProShares UltraPro QQQ
Stocks
UDOW
ProShares UltraPro Dow 30
Stocks
UGL
ProShares Ultra Gold
Stocks
UPRO
ProShares UltraPro S&P 500
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.

"V4 Balanced Alpha 3x Leverage" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"V4 Balanced Alpha 3x Leverage" is currently allocated toUPRO, TQQQ, SHV, URTYandUDOW. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "V4 Balanced Alpha 3x Leverage" has returned 28.98%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "V4 Balanced Alpha 3x Leverage" is 18.66%. 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 "V4 Balanced Alpha 3x Leverage", 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.