Archives for 2025

Kepler CEF Portfolio Review: 28 July 2025

July 28, 2025 By Lowell Herr Leave a Comment

Kepler is a portfolio in transition. The move is from a growth portfolio to an income portfolio where the income is derived from Closed-End-Funds (CEFs). In a recent blog post I requested readers submit CEF ideas, but to limit them to no more than five (5) at a

Millikan Portfolio Review: 25 July 2025

July 28, 2025 By Lowell Herr Leave a Comment

Millikan is one of several Asset Allocation portfolios, but with a narrowly defined set of securities. Currently I am playing it safe as this is an over-heated market. Playing it safe means that I am overloading the portfolio using the short-term treasury SHV. Should the market decline I

Selecting Closed-End-Funds

July 26, 2025 By Lowell Herr 1 Comment

This blog is designed to elicit contributions from readers as it pertains to selecting Closed-End-Funds (CEFs) for portfolio construction. Hedgehunter has already compiled a list of CEFs and these securities can be found in the Hawking portfolio. I started a list which can be found in the

Schrodinger Portfolio Review: 22 July 2025

July 23, 2025 By Lowell Herr Leave a Comment

Up for review once more is the Robo Advisor or computer managed Schrodinger. No new shares were recently added despite all the dividends declared for the second quarter. Cash is building to where I expect some purchasing to take place on any market decline. Schrodinger Asset Allocation Below

Huygens Portfolio Review: 22 July 2025

July 22, 2025 By Lowell Herr Leave a Comment

Huygens is an Asset Allocation (AA) portfolio built using a conventional set of Exchange Traded Funds (ETFs) primarily from Vanguard. The AA model has only been operational with the Huygens for approximately 16 months so the history is limited. This management style is similar to

Carson Sector BPI Portfolio Review: 18 July 2025

July 19, 2025 By Lowell Herr 3 Comments

Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works. As yet I have not seen another website using this investing model. If ITA readers ever spot something similar, pass the link or

Hawking Portfolio Review: 14 July 2025

July 15, 2025 By hedgehunter 4 Comments

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios. Although there may be

Bohr Portfolio Review: 12 July 2025

July 12, 2025 By Lowell Herr Leave a Comment

When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted. That is what happened to both the Bohr and Einstein portfolios. The owners of each needed funds for education and other emergencies. When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio […]