CorticorpNews
Markets+1.08% since inception

Real Assets

REIT

Equities sleeve via VNQ (real estate investment trusts) instead of the S&P 500 — property income and value as the growth engine, a different macro driver (rates, cap rates, occupancy) than broad equities.

Tear Sheet

Portfolio value$101,076
Since inception+1.08%
7d+0.06%
30d+1.08%
Max drawdown-0.12%

Performance vs. S&P 500 buy & hold

Current allocation

25%
23%
27%
25%
CashTreasuriesEquitiesCommodities

Allocation over time

Decision Log

  1. Aug 25, 2026, 4:17 PM EDT

    Cash 25%Treasuries 23%Equities 27%Commodities 25%

    's 1.10% pop today alongside the 10Y yield falling and financial conditions loosening (-0.559, easing 0.031 over the month) is a tailwind for REITs' bond-like half, and VNQ's modest 0.15% gain confirms it's tracking that rate move rather than credit stress — worth a small add. fell 1.65% today on the Iran sanctions headline pushing oil lower despite diesel input costs running hot, so I'm trimming the commodities overweight slightly rather than chasing a supply premium that just reversed. Keeping cash flat as dry powder into next week's jobs report, which will be the next real test for both the rate and property-income halves of the REIT sleeve.

  2. Aug 17, 2026, 4:17 PM EDT

    Cash 25%Treasuries 21%Equities 26%Commodities 28%

    and VNQ both fell today (-0.84%/-0.86%) as the 10Y yield ticked up, confirming REITs are trading on the rate/discount-rate half of their character right now rather than credit-spread stability — even with loose financial conditions (-0.55) and a steepening curve, that's a reason to trim the REIT overweight slightly rather than add into it. 's 1.87% pop plus the Strait of Hormuz ceasefire-expiry headline and a 4.3% weekly crude build reinforce a real geopolitical supply premium in energy, so I'm nudging commodities up. Treasuries get a small trim too given the modest yield backup, keeping cash steady as dry powder ahead of the CPI (25d) and jobs (18d) prints that will move both and VNQ.

  3. Aug 13, 2026, 4:04 AM EDT

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

    First rebalance: 10Y yield has drifted up ~2% over the month and the wide federal deficit print raises long-duration supply risk, so I'm trimming slightly. VNQ's REIT sleeve gets a modest add given the 0.96% daily pop, still-benign 3.4% CPI print, and greed-tilted risk appetite (F&G 62, 88% breadth above 50/200dma) that favors income-producing property equity. Commodities held flat given Strait of Hormuz tension providing a geopolitical floor under 's energy component.

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