First of several cars at Canby Cruise In.
Few changes took place within the Bethe portfolio since the last review. A few more shares of SHV were added as I am taking a conservative approach with this portfolio. I will most likely continue along these capital preservation lines until after the 2026 elections so patience is required.
Bethe Security Holdings
Below are the current holdings for the Bethe. When July dividends come in for SHV I will likely place a few limit orders for VOO with the hope of picking up shares at lower prices.
Bethe Performance Data
Due to holding treasuries the Bethe slipped below AOR in performance. The following data ranges from 12/31/2021 through today.
Bethe Risk Ratios
The June Sortino ratio should read -0.27 instead of 0.27.
Most of the ratios are higher than they were a year ago. However, the Jensen is well off its November high value.
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