As one of the numerous Asset Allocation portfolios, Bethe is beginning to round into shape. Or to put it another way, the various asset classes are slowly coming into balance. This morning shares of TLT and QQQ were added to the portfolio. So as to be tax efficient, the goal of Bethe is to never […]
Bethe Asset Allocation Portfolio Review: 18 September 2024
Bethe is another Asset Allocation model portfolio similar to the Kepler and Einstein, two portfolio recently reviewed. In the case of the Bethe, it is outperforming the AOR benchmark. Just a short word about investment books. Simply put, there are not many that are of use to investors. William Bernstein, Richard Ferri, Larry Swedroe, Burton […]
Bethe Asset Allocation Portfolio Review: 4 October 2024
Asset Allocation portfolio management is an old tried and true method for managing an investment portfolio. This is the strategy followed by Intelligent Portfolios such as the Schrodinger. The Bethe is a portfolio where the selected securities cover U.S. Equities of all sizes, Domestic and International Bonds, Domestic and International Real Estate, Developed International Equities, […]
Bethe Portfolio Review: 15 October 2024
Bethe is scheduled for an update this morning. I may have mentioned in a comment that I plan to simplify the Asset Allocation portfolios. More on this in a bit. If you Google building a portfolio using Asset Allocation (AA) you will find a wide array of suggestions. Many are quite useful so one can […]
Bethe Asset Allocation Portfolio Review: 6 November 2024
Bethe is another Asset Allocation portfolio that is approaching a balanced state. Since there is a 90% overlap in stocks held in VTI and VOO, I placed a Trailing Stop Loss Order of 3% for VTI. Inflation is currently not a problem so a TSLO of 1% is in place for TIP. Once cash available […]
Bethe Asset Allocation Portfolio Review: 25 November 2024
Bethe is one of the portfolios recently shifted over to the Asset Allocation (AA) model as the owner is looking for long-time “stability.” Stability as best can be established for a financial account. As with the other AA portfolios, the Bethe is diversified widely across the globe using both equities and bonds. The portfolio includes […]
Bethe Asset Allocation Update: 6 January 2024
Bethe is the Asset Allocation portfolio up for review this morning. The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe. Unrest in the energy sector continues to keep the stock market off balance. Despite fourth quarter dividends 2024 […]
Bethe Portfolio Review: 4 February 2025
With chaos emerging from the “Dunning-Kruger Administration” every day, what should investors be doing with their retirement accounts? A reasonable question. If you are young and are taking the long view, root for the market to decline so you can purchase shares at lower prices. If you are retired and need to live off your […]
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