ITA Wealth Management

You are here: Home / 2023 / Archives for September 2023

Archives for September 2023

Bethe Portfolio Review: 31 August 2023

By

Bethe is a portfolio in transition from an income oriented emphasis to the Sector BPI Plus investing model.  Bethe currently holds three Closed-End-Funds and limit orders are in place to sell those holdings.  When this happens the Kipling spreadsheet will be used for guidance as to which, if any, equities to purchase.  The Sector BPI […]

Popular Posts

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts