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.