The Little Portfolio And The Good Certificate

Jun. 09, 2025 5:06 AM ET, , , , , , , , , , , , , , , , , , , , , , 5 Comments
Guido Persichino
4.94K Followers
(17min)

Summary

  • On October 15, 2019, I published an article in SA titled "Building My New 10% 'Cupolone' Income Portfolio," christening my small CEF portfolio in this way.
  • Six years later, on May 23, 2025, a leading Swiss bank issued the certificate named Vontobel FS Cupolone Index based on the funds in my portfolio.
  • I present here the story of it, proud to have been called upon to participate in its creation as a strategist for the selection of underlying securities.

Creazione di Adamo di Michelangelo

Michelangelo's "Creation of Adam," Sistine Chapel.

Vieriu Adrian/iStock via Getty Images

Renaissance Intimacies

In the first half of May, the media spread images around the world of the Sistine Chapel, site of the conclave to elect the new pope. The Chapel's vault, frescoed by

This article was written by

4.94K Followers
I graduated in Languages in 1988, and then worked for 25 years as an editor at various publishing houses. In 2005, fate turned my attention to the world of finance, and when I lost my job in 2013, I decided to dedicate myself to it. In particular, I focused on building an income portfolio based on ETFs and CEFs. Although I have never worked as a Financial Advisor, I believe that sharing my experiences with managing my own income portfolio can provide others with helpful insights for their own portfolios.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BST, EOS, ETO, EVT, GOF, HTD, PCN, PDI, PDT, PTY, RQI, SPE, UTF, UTG, JEPI, JEPQ, USOI, XYLD, ARCC, CCAP, FDUS, MCI, RVT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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