Kepler is one of the poorest performing portfolios tracked here at ITA. Hence, a major shift in the asset allocation. In preparation for the anticipated recession (or worse} I am revamping the asset allocation. Simplification is the direction I am moving with the Kepler. For the foreseeable future the portfolio will primarily be populated by […]
Kepler Portfolio Update: 3 November 2025
Kepler and Hawking are the two portfolios here on the ITA blog that are using Closed-End-Funds (CEFs) to populate their respective portfolios. In general we are looking for CEFs that are priced at a discount and throw off a dividend of ~8% to ~12%. Sometimes the yield will be outside these percentages. If you are […]
Kepler Portfolio Review: 15 October 2025
As I am updating and reviewing portfolios, thus far Kepler is the only portfolio that did not show a profit during the month of September. Kepler happens to be the only portfolio using Closed-End-Funds. I need to remind readers that the Hawking is also a CEF driven portfolio and appears to be performing better than […]
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 to watch over the next several quarters. Shares of […]
Kepler CEF Portfolio Review: 12 August 2025
Kepler recently experienced changes in the portfolio makeup. I moved the Kepler to Closed-End-Funds (CEFs) in an experiment to see how well this investing model might work going forward. The Kepler is one of the poorest performing portfolios so it made sense to make a change. In this post I will explain how I go […]
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 time. One recent recommendation (EIC) was added […]
Kepler Portfolio Review: 24 June 2025
Kepler is undergoing security changes as it has been under-performing for a long time. The portfolio could wait until after the second quarter dividends are available, but I want to use this review as a reference to see how the different closed-end-funds (CEFs) perform before and after second quarter dividends.
Kepler Portfolio Review: 21 May 2025
Followers of the Kepler will note major changes in the portfolio makeup. The latest asset allocation is income driven as I am using a number of Closed-End-Funds (CEFs) to augment VOO and SCHD. For more information on CEFs check out the latest Hawking portfolio and this blog post.
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