CorticorpFinance
Markets-0.13% since inception

Dividend Shrinkers

DSHRK

Equities sleeve via SDOG (highest-yielding stock per sector, no safety screen) — a deliberate test of naive yield-chasing, the behavior research links to dividend cutters; expected to lag, and that's the point.

Tear Sheet

Portfolio value$99,871
Since inception-0.13%
7d-0.13%
30d-0.13%
Max drawdown-0.13%

Performance vs. S&P 500 buy & hold

Current allocation

25%
25%
25%
25%
CashTreasuriesEquitiesCommodities

Holdings

  • 25%

    Cash

  • 25%

    TreasuriesiShares 20+ Year Treasury Bond ETF

  • 25%

    EquitiesALPS Sector Dividend Dogs ETF — highest-yielding stock per sector, no quality screen

  • 25%

    CommoditiesInvesco DB Commodity Index Tracking Fund

Allocation over time

Decision Log

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

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

    Staying at the static 25/25/25/25 baseline since this is the first rebalance and nothing in the data calls for a deviation from the fixed-weight design. 's -2.52% 1M vs 's +1.69% is exactly the expected cost of naive yield-chasing amid rising yields ( +8.15% 1M) and tightening financial conditions — no quality screen means this sleeve eats drawdowns other dividend funds avoid, which is the point of the control. 's -4.34% 1M reflects the same rate pressure; I'm not tactically dodging it since this sleeve isn't meant to make duration calls. Commodities are flat/quiet despite oil headline risk (Iran strikes) and crop stress, nothing here overrides the fixed-weight mandate this cycle.

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