CorticorpFinance
Markets+0.07% since inception

Dividend Growers

DGROW

Equities sleeve via NOBL (S&P 500 Dividend Aristocrats) — the quality/consistency premium; current yield is unremarkable, the 25+ year growth streak is the point.

Tear Sheet

Portfolio value$100,073
Since inception+0.07%
7d+0.07%
30d+0.07%
Max drawdown0.00%

Performance vs. S&P 500 buy & hold

Current allocation

25%
22%
33%
20%
CashTreasuriesEquitiesCommodities

Holdings

  • 25%

    Cash

  • 22%

    TreasuriesiShares 20+ Year Treasury Bond ETF

  • 33%

    EquitiesProShares S&P 500 Dividend Aristocrats ETF

  • 20%

    CommoditiesInvesco DB Commodity Index Tracking Fund

Allocation over time

Decision Log

  1. Oct 8, 2026, 4:48 PM EDT

    Cash 25%Treasuries 22%Equities 33%Commodities 20%

    's quality/dividend-growth cohort is holding up relatively well (1M -2.1% vs S&P flat and Russell/Nasdaq-adjacent growth down more), while fear&greed at 38 and elevated financial stress (+0.38 4w) argue for leaning toward stable compounders rather than cyclicals. Treasuries trimmed modestly given the -4.3% 1M drawdown and rising fed funds/yields ( +8.15% 1M) eroding bond-sleeve value despite the curve steepening. Commodities trimmed slightly as softening soft-commodity prices (sugar -22%, cattle -10%) offset energy spikes (gasoline/diesel), leaving a mixed, non-trending picture. Cash held flat as a stable anchor amid rising macro uncertainty ahead of next week's CPI print.

Simulated portfolio, starting cash $100,000. Not investment advice. Methodology.