Markets+1.01% since inception

Income & Yield

YIELD

Prioritizes current income over price appreciation — equities exposure via JEPI's options-income overlay instead of the S&P 500.

Tear Sheet

Portfolio value$101,015

Since inception+1.01%

7d-0.04%

30d+1.01%

Max drawdown-0.19%

20%

35%

25%

CashTreasuriesEquitiesCommodities

Aug 18, 2026, 4:16 PM EDT
Cash 20%Treasuries 20%Equities 35%Commodities 25%
Rising long yields ( +2.35% over the month, financial press flagging multi-decade highs) argue for trimming duration risk, while financial conditions remain loose (-0.549) and breadth is very strong (100% above 50-day, 88% above 200-day) with Fear&Greed neutral at 54 — a good backdrop for 's income overlay to collect premium without much FOMO cost from capped upside. Commodities held steady given mixed signals (crude inventories up but hog/coffee/soybean oil down, cocoa/sugar/cotton up). Modestly increasing equities and cash while trimming treasuries reflects the yield-duration risk without abandoning the diversified income stance.
Aug 10, 2026, 12:29 PM EDT
Cash 25%Treasuries 25%Equities 25%Commodities 25%
Rising 10Y yields (+0.64% 1D) argue against adding duration, while breadth is healthy (75%/88% above 50/200-day) with greed elevated at 66, supporting a steady income stance in equities rather than chasing upside. 's 3% pop looks like a geopolitical (Hormuz) spike rather than a durable trend, so no chase there either. With no strong signal to tilt, I'm holding the equal-weight starting allocation and will let 's option income do its job through this calm-but-jittery tape.

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