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

About

Aggressive, daily‑rebalanced mix: ~50% tactical bonds that can go long or short Treasuries, and ~50% equities via 3x index funds when trends are up. Uses trend/overbought‑oversold signals; parks in T‑bills when conditions are poor.
NutHow it works
Each day it splits money about 50% bonds, 50% stocks. It watches trend lines (moving averages) and a “speedometer” score (RSI) to decide when to press or hide. Bonds: it can bet for or against long‑term Treasuries (TMF/TMV), or sit in T‑bills (SHV/SHY) or plain bonds (TLT/IEF/BND). Stocks: it holds 3x index funds (TQQQ=Nasdaq, UPRO=S&P 500, URTY=Russell 2000, UDOW=Dow) when the market trend is up; otherwise mostly T‑bills—unless very washed‑out, then 3x Tech (TECL).
CheckmarkValue prop
Out-of-sample annualized return ~26.9% vs ~18.9% for the S&P, driven by trend/RSI rules and a flexible 50/50 bond/stock mix (long/short Treasuries and 3x equity ETFs). Higher upside with active risk controls; but larger drawdowns.

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Invest in this strategy
OOS Start Date
Mar 25, 2024
Trading Setting
Daily
Type
Stocks
Category
Tactical allocation, trend-following, momentum, leveraged etfs, bonds + stocks, daily rebalanced
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 toUPRO, TQQQ, SHV, URTYandUDOW. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 26.91%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 31.24%. 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.