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 time. One recent recommendation (EIC) was added […]
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 exceptions to this, depending on how closely an investor might choose to monitor his or […]
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 investors first read Steven Bavaria’s book, The […]
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.
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 […]
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 […]
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