Huygens is a pure Asset Allocation portfolio, built around traditional asset classes with a global diversification plan. Since this review comes at a time when we are approaching the end of the second quarter, no changes are planned. After the second quarter dividends are in I will be updating asset classes that are below target. […]
Schrodinger Portfolio Review: 20 June 2025
Welcome to the Summer of 2025. Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio. Since the last review no changes were made other than to pick up a few dividends. In the next Schrodinger portfolio review second quarter dividends will appear and the hope […]
Kepler Portfolio Review: 24 June 2025
Kepler is undergoing security changes as it has been under-performing for a long time. The portfolio could wait until after the second quarter dividends are available, but I want to use this review as a reference to see how the different closed-end-funds (CEFs) perform before and after second quarter dividends.
Copernicus Portfolio Review: 3 July 2025
When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind. Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase an ETF now and again when cash became […]
Questions To Ask Your Money Manager
Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years. The neighbor mentioned he has a money manager handle his investments. When I have one of these conversations my mind begins to come up with questions I would ask a money manager […]
Einstein Portfolio Review: 18 July 2025
Einstein is in the rebuilding stage after experiencing several withdrawals for educational purposes. The owner recently added cash. More shares of SHV were purchased and there is currently a limit order in place to purchase one more share of VOO.
Bohr Portfolio Review: 24 July 2025
If you received notification of this blog post and it turned out to be Private, what happened is that I either clicked on the wrong radio button or the software sent out a notification before I finished reviewing the Bohr portfolio. Here is the latest review of the Bohr. Just a reminder to readers that […]
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 started a list which can be found in the Kepler portfolio. I plan to screen both lists […]
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