Bethe is one of the “mini” asset allocation portfolios and one that needed rebalancing. This morning I sold a significant number of SHV shares making rebalancing possible. SCHD was most out of balance and I will explain below how I went about setting limit orders.
Bethe Portfolio Review: 30 June 2025
Few changes took place within the Bethe portfolio since the last review. A few more shares of SHV were added as I am taking a conservative approach with this portfolio. I will most likely continue along these capital preservation lines until after the 2026 elections so patience is required.
Bethe Portfolio Review: 23 May 2025
Bethe is another portfolio using the truncated asset allocation model. A maximum of five Exchange Traded Funds (ETFs) are used to populate the Bethe. The down market this morning resulted in selling shares of VOO and investing in SHV, a short-term treasury. Erratic tariff threats are once more roiling the stock and bond markets. I […]
Bethe Asset Allocation Portfolio Review: 16 April 2025
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 […]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- …
- 7
- Next Page »
You must be logged in to post a comment.