Bethe is updated today as it is a good followup to the Bohr review posted yesterday. These two portfolios are managed with a similar three tier approach. The first order of business is to fill any Sector BPI recommendations. The second management decision is to employ the Dual Momentum™ model if cash is available. The […]
Bethe Portfolio Review: 28 March 2023
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 Portfolio Review: 21 February 2023
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 […]
Bethe Portfolio Review: 24 January 2023
Bethe is the portfolio scheduled for review this morning. Bethe is one of the Growth-Income portfolios of which there are two. The other portfolio is the Bohr. As readers will see in a moment, the current quiver is populated with Closed-End-Funds and there are few equity holdings other than ESGV.
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