THIR yields 0.37% · ORCC yields 9.79%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, THIR + ORCC cover 0 of 12 months — good coverage
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THIR is passively managed to provide US large-cap equity exposure through a volatility-conscious, fund-of-funds approach. The portfolio is constructed based on a proprietary algorithm that analyzes price trends and historical volatility across three major US indices: the S&P 500, the Dow Jones Industrial Average, and the NASDAQ 100, over a medium-term horizon of three to six months. It classifies each index into either a risk-on (buy) or risk-off (sell) state. Only securities deemed risk-on are included. When all three indices are risk-on, the fund allocates 33.3% to each. In cases where only one index is risk-off, the remaining risk-on indices are equally weighted. Should only one index be risk-on, assets are allocated equally between that index and cash or cash equivalents. During sustained market declines, the fund may fully shift into US money market funds, cash alternatives, or other ETFs. Index rebalancing is done weekly, which may lead to higher portfolio turnover.
Full THIR Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.