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June 9, 2025

My Portfolio’s Journey to the Vontobel FS Cupolone Index

In October 2019, I initiated a journey with the publication titled “Building My New 10% ‘Cupolone’ Income Portfolio.” This marked the beginning of my journey with a small closed-end fund portfolio. Fast forward six years to May 23, 2025, I am excited to announce the launch of the Vontobel FS Cupolone Index, which is based on the very funds I selected. My role as a strategist in this project has been both rewarding and educational. I take pride in the careful selection of underlying securities and the portfolio’s development over the years. This recognition highlights the hard work and dedication put into constructing a solid investment strategy. The launch of this index serves as a testament to the portfolio’s success and sustainability in todayโ€™s market.

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