Bethe is a portfolio managed using a simplified version of the Asset Allocation (AA) model. It is much too early to know how this truncated AA model will work during volatile markets. As readers will see in a moment, I am holding a much larger percentage in a short-term treasury ETF (SHV) than normal as […]
Bethe Asset Allocation Portfolio Simplified: 14 March 2025
Bethe is undergoing a further simplification. This time narrowing the number of assets to five Exchange Traded Funds (ETFs) and most likely down to four as VTI will eventually be sold out of the portfolio.
Bethe Asset Allocation Portfolio Review: 25 February 2025
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 classes such as BND, BNDX, and SHV are the dividend paying ETFs I am […]
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 […]
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 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 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 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 […]
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