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You are here: Home / Archives for Huygens Portfolio

Huygens Portfolio Review: 15 March 2023

March 15, 2023 By Lowell Herr

Even though CEFs have taken quite a hit recently, the Huygens continues to outperform the S&P 500 and when last updated ranked in the top quartile of the 15 portfolios tracked here at ITA.  How is the portfolio surviving in this volatile market?  Follow along with the analysis below.

Filed Under: Huygens Portfolio Tagged With: Huygens Portfolio

Huygens Portfolio Review: 9 February 2023

February 9, 2023 By Lowell Herr

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 […]

Filed Under: Huygens Portfolio, Income Tagged With: Huygens Portfolio, Income

Huygens Portfolio Review: 9 January 2023

January 9, 2023 By Lowell Herr

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 […]

Filed Under: Huygens Portfolio, Income Tagged With: Huygens Portfolio, Income

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