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
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
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
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
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 treasury SHV. Should the market decline I
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 expect this to continue into next week. Political uncertainty,
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. The
Kepler CEF Portfolio Review: 12 September 2025
As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio
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