Before beginning this update of the Bethe I checked the Bullish Percent Indicator (BPI) data for the eleven sectors and none are oversold.  Sector ETFs that were overbought have long had Trailing Stop Loss Orders (TSLOs) in place in an effort to protect capital as well as to follow the investing rules for the Sector […]

Welcome to the Winter Solstice.  Christmas is soon here and 2024 to follow.  November was an outstanding month for equities and December should also end on a positive note.  This review of the Bethe Portfolio reflects these good times for U.S. stocks.  There is one major change for those using the Sector BPI model.  Communication […]

Since the last Bethe update VGT hit the 3% TSLO.  In fact all shares of Technology were sold out of the portfolio just yesterday.  The sale of VGT leaves Bethe with over $9,000 in cash.  What to do with this money is explained later in the analysis. While it is still eleven months away from […]

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 options.  The Sector BPI Plus portfolios I’m tracking hold the recommended […]

Bethe is a relative new Sector BPI Plus portfolio.  Formerly a Growth and Income portfolio this portfolio still holds three Closed-End-Funds.  Limit orders are in place to sell all shares of the CEFs which will free cash to populate to their fullest all the recommended sector ETFs. Upon checking the BPI data this morning, six […]

As the third quarter comes to a close I am updating a few portfolios before 33 calendar days expire so as to record September data for all the risk ratios.  Bethe, Huygens, and Pauling are the three remaining portfolios that need to be updated.  Bethe is gradually migrating from a growth and income portfolio over […]

Bethe is a portfolio in transition from an income oriented emphasis to the Sector BPI Plus investing model.  Bethe currently holds three Closed-End-Funds and limit orders are in place to sell those holdings.  When this happens the Kipling spreadsheet will be used for guidance as to which, if any, equities to purchase.  The Sector BPI […]