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Symphonies
V5 Balanced Alpha | 3x Leverage
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A 3x‑levered, rules‑based mix: half times long‑term Treasuries, half times US stocks. It follows trend and overbought/oversold signals to flip between aggressive 3x funds and cash‑like Treasuries, aiming for high returns with drawdown controls.
NutHow it works
50% trades US Treasury bonds; 50% trades US stocks via 3x ETFs. It checks trend (price vs long moving averages) and RSI (0–100 speed gauge; <~30 oversold, >~70 hot) to switch. Bonds rotate TMF (3x long), TMV (3x short), or safer SHV/BND/TLT/IEF/SHY. Stocks hold TQQQ/UPRO when SPY > 200‑day average; else SHV, with TECL on rare deep dips. Also small fixed URTY/UDOW stakes. Rebalances only on small drifts.
CheckmarkValue prop
Out-of-sample edge: ~31.3% annualized return vs SPY ~23.5%, via a disciplined 3x levered bond/equity mix with trend/RSI risk controls. Calmar ~1; max drawdown ~31% (vs ~19% SPY)—higher upside for risk-tolerant investors.

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Invest in this strategy
OOS Start Date
Jan 4, 2024
Trading Setting
Threshold 1%
Type
Stocks
Category
Leveraged etfs, tactical allocation, trend following, momentum, us treasuries, us equities, risk-on/risk-off
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.

"V5 Balanced Alpha | 3x Leverage" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"V5 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, "V5 Balanced Alpha | 3x Leverage" has returned 31.34%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "V5 Balanced Alpha | 3x Leverage" is 31.38%. 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 "V5 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, crypto, and options.