Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and … [Read More...]
Huygens Portfolio Review: 19 August 2025
Little has changed within the Huygens since the last review. No new money was added and the few dividends are being used to purchase another share of SHV. For any readers managing an Asset Allocation portfolio, and using the Kipling spreadsheet, … [Read more]
Copernicus Portfolio Review: 15 August 2025
The Copernicus follows Warren Buffett's advice to invest the major port of the portfolio in a low-cost index fund that tracks the S&P 500. Over the last 3.7 years this management approach has paid off very well as readers will see in a moment. … [Read more]
Carson Sector BPI Portfolio Review: 7 August 2025
I could have skipped this review as there has not been any action since the last update. This blog will inform readers where the Carson portfolio currently stands and how well the Sector BPI model is working. Carson Security Holdings The bulk of … [Read more]
Dirac Portfolio Review: 4 August 2025
Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday's weakness in the US equity markets - since this portfolio is totally focused on these markets: … [Read more]
Copernicus Portfolio Review: 1 August 2025
I am pushing the Copernicus review ahead of schedule as I want to see what damage or impact Friday's selloff had on this equity oriented portfolio. Low unemployment numbers and the coming tariffs are roiling the U.S. Equities market. I … [Read more]
Kepler CEF Portfolio Review: 28 July 2025
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 … [Read more]
Millikan Portfolio Review: 25 July 2025
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 … [Read more]
Selecting Closed-End-Funds
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 … [Read more]
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