ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Bethe Portfolio

Bethe Asset Allocation Portfolio Review: 25 February 2025

February 25, 2025 By Lowell Herr 2 Comments

Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance.  Asset classes that are far above their target percentages are for sale while lower volatility asset

Filed Under: Bethe Portfolio, Asset Allocation, Passive vs. Active Tagged With: Bethe Portfolio

Bethe Portfolio Review: 4 February 2025

February 4, 2025 By Lowell Herr Leave a Comment

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. 

Filed Under: Bethe Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Bethe Portfolio

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy

Filed Under: Bethe Portfolio, Sector BPI Tagged With: Bethe Portfolio, Sector BPI

Bethe Portfolio Review: 27 June 2023

June 27, 2023 By Lowell Herr

The following Bethe update is not so much where the portfolio is currently.  Rather, it is the direction the portfolio is moving in the future.  Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs.  While I have many limit orders in

Filed Under: Bethe Portfolio Tagged With: Bethe Portfolio

Bethe Portfolio Review: 30 May 2023

May 29, 2023 By Lowell Herr

Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day.  This was a day to decorate graves, particularly of fallen war soldiers.  Small towns celebrated the day with a parade that included the high school band, decorated bicycles, tractors, fire engines, […]

Filed Under: Bethe Portfolio Tagged With: Bethe Portfolio

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025
  • Bohr Portfolio Review: 4 June 2025 June 4, 2025
  • Copernicus Portfolio Review: 2 June 2025 June 2, 2025
  • Selecting Closed End Funds (CEFs) May 31, 2025

Recent Comments

  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Selecting Closed End Funds (CEFs)
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Franklin Portfolio Update: 8 April 2025
  • Bullish Percent Indicators: 2 May 2025

General Investment News

Portfolios coming up for review.  Kepler and Franklin are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • New Carson Launched: 4 November 2022
  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Bullish Percent Indicators: 1 September 2023
  • Bullish Percent Indicators: 23 August 2024
  • Rutherford Portfolio Review (Tranche 4): 1 March 2024
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
  • William Bernstein’s Latest E-Book: Getting Rich Slowly
  • Test Notification of New Blog Posts
  • Kahneman-Tversky Portfolio Review: 1 September, 2023

Log in | Website Design by BOING