CorticorpFinance
Markets+0.39% 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$100,394
Since inception+0.39%
7d+0.39%
30d+0.39%
Max drawdown0.00%

Performance vs. S&P 500 buy & hold

Current allocation

28%
20%
22%
30%
CashTreasuriesEquitiesCommodities

Holdings

  • 28%

    Cash

  • 20%

    TreasuriesiShares 20+ Year Treasury Bond ETF

  • 22%

    EquitiesVanguard Real Estate ETF, income-producing property held through REITs

  • 30%

    CommoditiesInvesco DB Commodity Index Tracking Fund

Allocation over time

Decision Log

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

    Cash 28%Treasuries 20%Equities 22%Commodities 30%

    Rising long yields ( +8% 1M, Fed funds +0.25 to 3.88%) are hitting both the rate-sensitive halves of this portfolio — -4.3% and -5.1% over the month — exactly the discount-rate/cap-rate pressure the REIT sleeve is most exposed to, while financial stress and conditions indices are both climbing off their lows. Commodities are the one sleeve holding up ( +0.2% 1M) amid real geopolitical oil risk (Iran strike headlines, gasoline +64%/diesel +42% 30d) and still-elevated CPI (3.4%, tariff-driven per NY Fed), so I'm trimming treasuries and equities modestly into cash and adding to commodities as the actual inflation/geopolitical hedge. This is a moderate, not panicked, shift given the yield curve is still only modestly positive and not signaling imminent recession.

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