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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]

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Portfolio Management

Hawking Portfolio Review: 3 March, 2023

The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs). As such, it requires very little management, other than to re-invest any dividends paid, except for occasional reviews to check on current yields (min 8% target) and discount/premium to Net Asset Value (NAV). The Portfolio is currently holding 25 CEFs with an estimated annual yield of ~11%: The portfolio has … [Read More...]

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Dirac 2026: 5 January 2026

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I have reset the Dirac Portfolio to an $80,000 account and made a minor adjustment to the asset list ("quiver") in order to limit the number of assets in the quiver to a maximum of 10 for ease of management. I have also decided to move this portfolio … [Read more]

Darwin 2026: 2 January 2026

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I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list ("quiver") and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this … [Read more]

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