Kepler is the portfolio up for review this morning. Major asset allocation changes are coming to the Kepler for two reasons. 1) The portfolio has been a poor performer. Therefore adjustments are appropriate 2) The new asset allocation model is designed to be somewhat recession resistant.
Kepler CEF Portfolio Review: 12 September 2025
As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio
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
Kepler Portfolio Review: 13 February 2025
Kepler is the small portfolio up for review this morning. The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror. As readers will see in the following update, this portfolio is finally coming
Kepler Portfolio Transition: 21 October 2023
As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model. I’ve simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end of the month data so