Weekly Cashflow Generator Trip Style
Today’s Change (Oct 8, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A diversified income portfolio mixing covered‑call stock funds with corporate bonds to target frequent cash payouts. It balances yield and stability, rebalancing weekly, and accepts limited upside and market/credit risks in exchange for steady income.
Split the money into three buckets and keep those weights each week.
- 30%: JEPI & JEPQ — big US stock baskets that also sell options for extra income.
- 30%: QYLD, XYLD, RYLD — own Nasdaq/S&P 500/Small‑caps and sell calls for income.
- 40%: SDIV (high‑dividend stocks), LQD (high‑quality corporate bonds), HYG (riskier high‑yield bonds).
Most pay monthly on different dates, aiming to create cash most weeks. You trade some upside for steadier income.
Out-of-sample, this strategy offers lower market exposure (beta ~0.51), smaller drawdowns (0.73% vs 1.13%), and solid risk-adjusted returns (Calmar ~1.87, Sharpe ~0.37) with steady income—enhancing resilience vs the S&P.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| -0.02 | 0.58 | 0.89 | 0.94 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 92.4% | 16% | 1.72% | 4.21% | 0.97 | |
| 37.33% | 7.46% | -0.83% | 1.3% | 0.75 |
Initial Investment
$10,000.00
Final Value
$13,733.38Regulatory Fees
$6.94
Total Slippage
$3.81
Invest in this strategy
OOS Start Date
Sep 23, 2026
Trading Setting
Weekly
Type
Stocks
Category
Income investing, covered-call etfs, dividend stocks, corporate bonds, diversified, monthly distributions, cashflow, moderate risk
Tickers in this symphonyThis symphony trades 8 assets in total
Ticker
Type
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
Stocks
JEPI
JPMorgan Equity Premium Income ETF
Stocks
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
Stocks
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Stocks
QYLD
Global X Funds Global X NASDAQ-100 Covered Call ETF
Stocks
RYLD
Global X Russell 2000 Covered Call ETF
Stocks
SDIV
Global X SuperDividend ETF
Stocks
XYLD
Global X S&P 500 Covered Call ETF
Stocks