Bethe is the asset allocation portfolio schedule for an update this morning. This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction. As currently constructed the Bethe is holding too many shares of SCHD, based on […]
Bethe Portfolio Review: 1 September 2026
Exactly 10 years ago the Bethe was launched. To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by the owner of this portfolio and that diminished overall performance. The Bethe is now […]
Bethe Portfolio Update: 5 August 2026
Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession. The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]
Bethe Portfolio Redesigned: 9 July 2026
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Bethe Portfolio Review: 4 June 2026
“Create a diversified portfolio for a retiree using 12 to 15 low cost ETFs with the goal to withstand a market correction or a recession.” This is the request I made to ChatGPT. Following is the answer to the request. For a retiree, the portfolio should focus on four objectives: Capital preservation during market […]
Bethe Portfolio Review: 8 May 2026
Bethe is another portfolio built around the idea Financial Repression is in the future and needs to be faced and taken into account through portfolio construction. In the second screenshot you will see the current portfolio beta is very low. This simply means as currently constructed, the Bethe will move up or down approximately 1/3 […]
Bethe Portfolio Review: 9 April 2026
Bethe is the second portfolio to be reviewed today. Like the Millikan, the Bethe is holding a significant percentage in cash as the current equities market is overvalued or overbought. At this point I am in a waiting game to see what might trigger a market correction or worse.
Bethe Portfolio Review: 10 March 2026
Bethe is the conservative asset allocation portfolio scheduled for review today. As I look over the current holdings, I may make a change in the future. One that merits change is to sell QUAL and replace it with SCHD. This switch would increase income and lower the overall portfolio beta. While the war in […]
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