Finding data on the Bethe portfolio was easier than I first thought. Here is a quick update.
Bethe Dashboard: With a Strategic Asset Allocation of 70% stocks and 30% bonds, the managers set up the following asset allocation plan. Notice the strong tilt toward value equities. All asset classes are in balance as one might expect at this early stage.
The white boxes show the percentages selected by the money managers as the targets for each asset class. I’m not positive, but these may change over time. The original 70/30 stock/bond ratio will remain in place so long as the portfolio owner does not give the managers new guidance.
Bethe Early Performance Data: Take these figures with a grain of salt as Internal Rate of Return (IRR) calculations exaggerate figures when the time frame is only a few days. It will take months to smooth out the risk metrics. Below the performance data are the ETFs selected for constructing this portfolio. Look over the information.
For passive investors, this is going to be an interesting portfolio to follow.