Bohr is one of two major growth-income portfolios. The other is the Bethe. The growth comes from investing in VTI, VEA, and VWO. The income is generated from numerous Closed-End-Funds (CEFs). In the first screenshot below the CEFs have a light gray background. What to do with all the cash is the major problem as […]
Huygens Portfolio Review: 9 January 2023
Huygens is one of the income portfolios that is constructed around Closed-End-Funds. It is best to use this approach with tax deferred accounts as much of the growth is tied to dividends. This is a relative new investing model here at ITA and as such the model is under performance notice. In other words, I […]
Bethe Portfolio Review: 24 January 2023
Bethe is the portfolio scheduled for review this morning. Bethe is one of the Growth-Income portfolios of which there are two. The other portfolio is the Bohr. As readers will see in a moment, the current quiver is populated with Closed-End-Funds and there are few equity holdings other than ESGV.
Huygens Portfolio Review: 9 February 2023
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 the yield requirement. Huygens Investment Quiver Since the last review […]
Bohr Portfolio Review: 7 March 2023
Bohr is an income/growth portfolio of which there are two. The other portfolio following this model is the Bethe portfolio. As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per year. When a retiree needs income there is always a difficult decision to […]
Bohr Portfolio Review: 13 April 2023
Bohr is the portfolio scheduled for review today. Some alterations are planned for this account so pay attention as I walk through what I see as some ways to “heal” or strengthen apparent weaknesses that are likely to arise in the Sector BPI model. The plan is to make similar changes to the Bethe portfolio […]
Huygens Portfolio Review: 18 April 2023
Huygens is strictly an income generating portfolio, patterned after Steven Bavaria’s Income Factory model. Thus far these income portfolios have generated adequate income, but the underlying value of the securities have not kept pace with the stock market.
Huygens Income Portfolio Reviewed: 19 May 2023
Huygens is the income oriented portfolio up for review this morning. Since dividends play such an important role in this style portfolio, it is best to use this approach with tax deferred accounts.
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