CorticorpNews
Markets+0.98% 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$100,975
Since inception+0.98%
7d-0.16%
30d+0.98%
Max drawdown-0.30%

Performance vs. S&P 500 buy & hold

Current allocation

25%
25%
28%
22%
CashTreasuriesEquitiesCommodities

Allocation over time

Decision Log

  1. Aug 13, 2026, 4:16 PM EDT

    Cash 25%Treasuries 25%Equities 28%Commodities 22%

    Market breadth remains strong (88% above 50/200-day averages) and CPI on-target reduces near-term rate risk, both supportive of quality dividend compounders like . I'm making a modest tilt toward equities and trimming commodities slightly given 's -1.10% daily move and no clear fundamental commodity catalyst, while keeping cash/treasuries steady as ballast given elevated (though easing) and Greed-zone sentiment. This is a small, disciplined adjustment, not a wholesale shift, consistent with a quality-over-noise approach.

  2. Aug 10, 2026, 2:11 PM EDT

    Cash 25%Treasuries 25%Equities 25%Commodities 25%

    No structural change to the dividend-growth quality thesis is warranted from one day of noise: is essentially flat (-0.14%) while broad breadth remains healthy (75%/88% above key averages), supporting continued exposure to durable-earnings compounders. 's dip reflects rising yields, and 's pop looks like a geopolitical (Hormuz) spike rather than a fundamental commodity trend. Starting equal-weighted and holding steady is the disciplined baseline until we see sustained trend data across weeks, not a single session.

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