With the market near an all-time high, I am altering the Strategic Asset Allocation (SAA) of the Bohr Portfolio to a more conservative plan. The big move is to reduce exposure to equities and increase the percentage in bonds. This change increased the IRR percentage of the ITA Index. Another reason for the ITA Index IRR percentage to move to a high value is that I also switched the precious metals ETF from GTU (-49.2%) to GLD (133.0%). I no longer hold shares of GTU. Even though only 3% is allocated to Precious Metals, switching from a large negative IRR to a huge positive IRR value creates a significant change in the overall Internal Rate of Return value for the customized index.
Bohr Dashboard: Here we have the new SAA for the Bohr portfolio. This puts the Bohr closer to the asset allocation alignment suggested by David Swensen in his book, Unconventional Success.