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You are here: Home / ITA Portfolios / Huygens Portfolio / Huygens Interim Update: 22 November 2021

Huygens Interim Update: 22 November 2021

November 23, 2021 By Lowell Herr Leave a Comment

 

Huygens Interim Update: 22 November 2021 1
Thanksgiving preparation at neighbors house.

Below is the new Investment Quiver for the Huygens portfolio. Note the 8.17% yield. Remember that the primary goal for this portfolio is to generate an income of 8.0% or higher. There is another $5,000 to invest this morning after the market opens. Putting that cash to work will push the yield higher.

Huygens Interim Update: 22 November 2021 2

Included in this interim review is the Tranche Momentum worksheet from the Kipling portfolio. Three screens are used to populate this portfolio and they are as follows:

  1. Seek closed end funds that are generating a yield of 7.5% or higher. Eight percent and higher is preferred as the goal is to generate a total yield of 8.0% or higher.
  2. Select CEFs that are priced below their Net Asset Value (NAV). If you need help with #1 and #2, post a comment in the space provided below.
  3. When possible, select CEFs that show up as a Buy using the Kipling worksheet. A sample worksheet is displayed below.
Huygens Interim Update: 22 November 2021 3

The following Manual Risk Adjustment worksheet is displayed primarily so readers can see what percentage each of the CEFs or securities occupy. The percentage is found in the third column from the right.

Huygens Interim Update: 22 November 2021 4

Below is the current performance data over the past year. The Investment Quiver was changed in an effort to improve the performance of Huygens. Thus far the change is working, but it is much too early to draw any conclusions. It will be at least a year until we have a clue if this change is making a difference.

Huygens Interim Update: 22 November 2021 5

This is an early version of the Huygens Risk Ratio data. Give this table a few more months before we infer improvement or disappointment. Right now the slope (0.98) for the Jensen Alpha curve looks promising.

Huygens Interim Update: 22 November 2021 6

Long-time Platinum members should cancel their Paypal monthly fee as the blog is now free to users. There is a cost to owning the Kipling and that cost will be used to fund the continuing operation of this investment blog.

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