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You are here: Home / 2026 / October / Archives for 22nd

Archives for October 22, 2026

Bethe Portfolio Update: 22 October 2026

October 22, 2026 By Lowell Herr Leave a Comment

The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post.  One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio.  […]

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

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