As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%. I don’t anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds (CEFs) are not meeting
Closed End Funds (CEFs): 19 May 2025
Have you been following the Hawking Portfolio? If not, you may want to give a close looking to this unique approach to investing. If income is of interest then investing in Closed End Funds (CEFs) is definitely an option. Before launching into this management model I highly recommend
Bohr Portfolio Review: 12 July 2025
When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted. That is what happened to both the Bohr and Einstein portfolios. The owners of each needed funds for education and other emergencies. When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio […]
Hawking Portfolio Review: 14 July 2025
The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios. Although there may be
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 five (5) at a