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You are here: Home / 2025 / November / Archives for 3rd

Archives for November 3, 2025

Kepler Portfolio Update: 3 November 2025

November 3, 2025 By Lowell Herr 2 Comments

Kepler and Hawking are the two portfolios here on the ITA blog that are using Closed-End-Funds (CEFs) to populate their respective portfolios.  In general we are looking for CEFs that are priced at a discount and throw off a dividend of ~8% to ~12%.  Sometimes the yield will be outside these percentages. If you are […]

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

ChatGPT Summary of ITA Wealth Management Blog

November 3, 2025 By Lowell Herr 2 Comments

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched the blog in February 2008. ITA Wealth […]

Filed Under: Miscellaneous Tagged With: Misc

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