Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix. What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial […]
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 […]
Bethe Portfolio Review: 11 February 2026
Bethe is one of numerous Asset Allocation (AA) investing models tracked and managed here at Investment Trend Analysis (ITA). While the Bethe is not fully in balance, the shares of the different ETFs are making their way toward the target percentages. I had hoped to have all the AA portfolios in balance by the end […]
Bethe Asset Allocation Portfolio Review: 5 January 2026
During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026. Bethe is one of those portfolios and as readers will see in a moment, the portfolio is positioned well to handle what is coming in 2026. At least […]
Bethe Portfolio Review: 8 December 2025
Bethe is the next asset allocation portfolio up for review. Note the new array of assets as this change is designed to create a “recession resistant” portfolio by increasing lower volatile Exchange Traded Funds (ETFs) and to increase the monthly yield.
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