Bohr Asset Allocation Portfolio Update: 10 April 2026

Tree Removal

Bohr is an asset allocation portfolio that has consistently lagged all possible benchmarks.  Assets were withdrawn at a critical period and this impacted performance.  The owner is now in the rebuilding process and this new asset allocation model should improve performance going forward.

Bohr Security Holdings

Below is the revised group of ETFs used to populate the Bohr.  When fully populated the portfolio should generate between 2.5% and 3.0% in dividends.

In the next screenshot I show how I am repopulating the different asset classes.

Bohr Rebalancing Recommendations

Dividend and international ETFs are well below target.  I set multiple limit orders to repopulate the asset classes that are under target.  I do not plan to sell shares of IEF and the three sector ETFs despite them being well above target.  I am counting on dividends and the infusion of new cash to bring the under populated ETFs closer to target.

Of the eight ETFs under target, limit orders are set for each one.  In several cases I have multiple limit orders set for a single ETF.

Bohr Performance Data

Since 12/31/2021 the Bohr lagged all benchmarks.  This portfolio may never catch up to AOR so we look to the four risk ratios to track the direction of the Bohr.

Bohr Risk Ratios

All risk measurements are below their April 2025 values with exception of the Sortino Ratio.  While the Jensen dropped since this past March it is slightly ahead of where it was for most of 2025.  This accounts for the slight positive slope for the Jensen Alpha.

Beta: A Brief Description

Bohr Portfolio Update: 17 March 2026