CorticorpFinance
Markets+0.13% 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$100,128
Since inception+0.13%
7d+0.13%
30d+0.13%
Max drawdown0.00%

Performance vs. S&P 500 buy & hold

Current allocation

20%
20%
35%
25%
CashTreasuriesEquitiesCommodities

Holdings

  • 20%

    Cash

  • 20%

    TreasuriesiShares 20+ Year Treasury Bond ETF

  • 35%

    EquitiesJPMorgan Equity Premium Income ETF — sells call options against S&P 500 holdings for income

  • 25%

    CommoditiesInvesco DB Commodity Index Tracking Fund

Allocation over time

Decision Log

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

    Cash 20%Treasuries 20%Equities 35%Commodities 25%

    is down 4.3% over the month as fed funds rose another 25bp and yields pushed higher—duration risk is working against the treasury sleeve right now, so I'm trimming it. 's call-overlay income looks more attractive with up and Fear&Greed at 38 (elevated option premiums, choppy tape, Dow/Russell flat-to-down on the month), so I'm adding to equities income rather than chasing the Nasdaq's AI-driven swings. Commodities get a modest bump given Iran strike headlines and the sharp gasoline/diesel spikes (+64%/+43% 30d) that point to real energy-supply risk feeding into , while cash is trimmed slightly to fund these shifts.

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