ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / 2025 / September / Archives for 12th

Archives for September 12, 2025

Kepler CEF Portfolio Review: 12 September 2025

September 12, 2025 By Lowell Herr 1 Comment

As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August.  It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs).  The Kepler is certainly a portfolio

Filed Under: Kepler Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Kepler Portfolio

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Kepler CEF Portfolio Review: 12 September 2025 September 12, 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025 September 10, 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025 September 5, 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025 September 2, 2025
  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025
  • Huygens Portfolio Review: 19 August 2025 August 20, 2025
  • Copernicus Portfolio Review: 15 August 2025 August 15, 2025

Recent Comments

  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Huygens Portfolio Review: 19 August 2025
  • BOB_P on Huygens Portfolio Review: 19 August 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Lowell Herr on Selecting Closed End Funds (CEFs)

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Bullish Percent Indicators: 17 April 2025
  • Dirac Portfolio Review: 4 August 2025

General Investment News

Portfolios coming up for review.  Pauling, McClintock, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Rutherford-Darwin Portfolio Review: 31 January 2025
  • Rutherford Portfolio Review (Tranche 3): 19 April 2024
  • Returning To Investing Roots: 5 August 2024
  • Bullish Percent Indicators: 9 June 2023
  • The True Cost of Management Fees
  • Preparing the Millikan For Transition: 26 December 2022
  • Bullish Percent Indicators: 4 April 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Hawking Portfolio Review: 2 June 2023
  • Carson Sector BPI Portfolio Review: 29 August 2024

Log in | Website Design by BOING