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You are here: Home / Archives for Bethe

Bethe Portfolio Update: 8 February 2024

February 8, 2024 By Lowell Herr

Bethe is the portfolio scheduled for review today and a few changes were made in the investment quiver.  The Maximum Asset Allocation percentages (green arrow) were adjusted in order to emphasize or tilt the portfolio toward the S&P 500 (VOO) as that is the benchmark.  Rather than eliminate VTI and ESGV, I just lowered the […]

Filed Under: Bethe Portfolio, Sector BPI Tagged With: Bethe

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