Before beginning this update of the Bethe I checked the Bullish Percent Indicator (BPI) data for the eleven sectors and none are oversold. Sector ETFs that were overbought have long had Trailing Stop Loss Orders (TSLOs) in place in an effort to protect capital as well as to follow the investing rules for the Sector […]
Bethe Sector BPI Portfolio Review: 19 January 2024
Bethe is the Sector BPI portfolio reviewed this morning. This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm. We have been housebound for over a week, but experienced only four electric energy (EE) brownouts so we are extremely fortunate compared to many Portland citizens. Now to […]
Bethe Portfolio Update: 8 February 2024
Bethe is the portfolio scheduled for review today and a few changes were made in the investment quiver. The Maximum Asset Allocation percentages (green arrow) were adjusted in order to emphasize or tilt the portfolio toward the S&P 500 (VOO) as that is the benchmark. Rather than eliminate VTI and ESGV, I just lowered the […]
Bethe Portfolio Review: 26 February 2024
The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement “With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, this portfolio aims to maximize returns while minimizing risk. It offers a diversified mix of assets specifically tailored to meet long-term retirement […]
Bethe Sector BPI Portfolio Review: 20 March 2024
“The greatest enemy of a good plan is the dream of a perfect plan.” – von Clausewitz Bethe is the Sector BPI portfolio up for review this morning. While the portfolio holds approximately 13% in cash, I’m not in a big hurry to invest this money with the market this high. Several limit orders to […]
Bethe Sector BPI Portfolio Review: 5 July 2024
The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash. It looks like this is not a summer to “Sell in May and go play.” Over the last few days shares of VTI and VOO were added to the Bethe. It goes against the grain to purchase […]
Bethe Asset Allocation Portfolio Review: 30 July 2024
Bethe is one of the more recent portfolios I am moving over to the Asset Allocation investing model. Should the portfolio be returned to the owner for management, they would be able to handle the AA model easily whereas the Sector BPI model requires a bit more work. One other significant change is the move […]
Bethe Asset Allocation Portfolio Review: 12 August 2024
Bethe was first launched eight years ago, but not as an Asset Allocation portfolio. This month we begin a new (to the Bethe) investing approach with this portfolio. As we gather data from month to month we will see how this model performs, both on a return and risk basis. Diversification across the globe is […]
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