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You are here: Home / 2026 / September / Archives for 1st

Archives for September 1, 2026

Bethe Portfolio Review: 1 September 2026

September 1, 2026 By Lowell Herr Leave a Comment

Exactly 10 years ago the Bethe was launched.  To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by the owner of this portfolio and that diminished overall performance.  The Bethe is now […]

Filed Under: Bethe Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bethe Portfolio

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