Your portfolio seems pretty risky to me. Not only are you 85% stocks, you have stocks that are all pretty correlated.
I will be criticized (hopefully only in a professional constructive way) for sharing this thought. And FYI I understand the math and history. But I've also been investing for three plus decades.
You might find this relevant and useful:
100% stocks allocation suffers from two flaws.BTW, for my traditional asset class investing, I'm personally using Swensen's model:
30% US stocks
15% REITs
15% Developed international markets
15% intermediate treasuries
15% TIPS
10% emerging markets
Note that Swensen's model puts 70% into equities but 30% into riskless assets to protect you from worst case scenarios. Also that he puts 30% into real assets to protect you from inflation. This is modern portfolio theory in practice.
One other thought: there's a thread here about the lack of correlation between housing and equities and the "Rate of Return of Everything" study. That would be a useful thing to peruse. It's really about your question.