Bethe Portfolio Review: 12 May 2023

One of the newer fishing ships returning to Newport Bay to unload fish and refuel.

Bethe is a similar portfolio to the Bohr, only with a slightly better performance record.  Both are Growth-Income portfolio with Sector BPI options now available.

Bethe Investment Quiver and Holdings

Here we have the investment quiver and current holdings for the Bethe.  With a yield of nearly 9.0% the portfolio throws off a dividend of over $9,300 annually.

Bethe Security Recommendations

VOX is the single sector showing up as a BUY based on BPI data, not data from the following table.  A limit order is in place to pick up more shares of VOX.

Bethe Manual Risk Adjustments

I also have a limit order in to add shares of VEA as it is also listed as a Buy.

Bethe Performance Data

Over the past 16.5 months the Bethe outperformed SPY as well as AOA and AOR.  The positive margin is slight, but still on the right side of the desired effect.

Bethe Risk Ratios

Despite outperforming the benchmark, the Bethe has a negative Jensen Alpha.  The risk-free treasury is now up to 2.32% and that is having a negative impact on the risk measurement, Jensen.

Just another note to let Lifetime members know there is a new ITA file available.  Contact me if you missed the e-mail or Forum announcement.