Huygens is the portfolio up for review this morning.  If you checked the performance data published yesterday you will see that Huygens is one two portfolios not yet updated in September.  The other is the Pauling and I will be working on it later today.  The Bethe was updated on 9/28 and the data has […]

In the process of reviewing the Huygens there are a few significant items to bring to readers attention.  I’m gradually shifting the income model over to a growth model.  This may take a few months as I don’t want to sell off the CEFs at a significant loss.  The other issue, less visible, it the […]

Huygens is an income oriented portfolio built around high income Closed-End-Funds (CEFs).  Other than generating income, the performance is lack luster, thus requiring some special attention after the second quarter dividends are paid out.  As cash mounts I’ll be purchasing shares of securities recommended from the ETFs list ESGV through BND.  See the following screenshot. […]

Over the next few months watch for possible changes in how the Huygens is managed.  I’m less than impressed with the income approach, particularly as there are signs U.S. Equities may be ready for a positive run.  This particular portfolio is housed with TD Ameritrade and I was told the transition from TD Ameritrade to […]