Weekly Cashflow Generator Trip Style
Today’s Change (Oct 22, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
An income-focused portfolio that mixes stock-income funds, covered-call funds, high-dividend stocks, and corporate bonds to prioritize steady payouts over strong long-term growth.
This portfolio is built to pay regular cash, not to grow as fast as the stock market.
It puts 30% in JEPI/JEPQ, funds that own stocks and collect extra income by selling away some upside. Another 30% goes to QYLD/XYLD/RYLD, which do this even more aggressively. The final 40% goes to SDIV, a high-dividend stock fund, plus LQD and HYG, which hold company bonds.
Every week, it resets back to its target mix.
Income-focused strategy with downside protection: out-of-sample drawdown ~1.12% vs S&P ~2.03% and beta ~0.55, offering steadier cash flow even as growth trails in strong markets.
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 | |
|---|---|---|---|---|---|
| 91.38% | 15.71% | -0.05% | 3.57% | 0.95 | |
| 37.37% | 7.4% | -0.51% | 0.99% | 0.74 |
Initial Investment
$10,000.00
Final Value
$13,737.28Regulatory Fees
$7.00
Total Slippage
$3.84
Invest in this strategy
OOS Start Date
Sep 23, 2026
Trading Setting
Weekly
Type
Stocks
Category
Income, covered calls, dividend stocks, corporate bonds, weekly rebalance, multi-asset
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