Bethe is the portfolio scheduled for review this 4th day of August.  Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model.  The primary reason for the change is that the Sortino continues in negative territory indicating the account is […]

In addition to updating the Bethe portfolio, this account is undergoing significant changes.  Simplification of the holdings is coming with the hopes of reducing portfolio churning while increasing the return/risk ratio.  Numerous limit orders are in place to sell most of the CEFs and as cash becomes available, shares will be purchased from a smaller […]

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 place to sell off the CEFs, the limit orders […]

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, […]

Bethe is a similar portfolio to the Bohr, only with a slightly better performance record.  Both are Growth-Income portfolio with Sector BPI options now available.

Investors seeking income and growth will find Bethe and Bohr the two portfolios to follow.  This morning I will update the Bethe.  If one seeks only income, then Huygens is the portfolio of interest.

Bethe is one of two growth-income portfolios.  The other is the Bohr.  Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly.  With portfolios that have any emphasis on income, we always look forward to the end of the quarter as that is when dividends are highest.  Since […]