ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Bohr Portfolio

Bohr Portfolio

The Bohr portfolio is undergoing a major change.  Instead of using one of the four basic investing systems found within the Kipling spreadsheet, this portfolio is now following an Asset Allocation model.  Search for Bohr and follow the monthly reviews.

The philosophy behind the Bohr is to set up an Asset Allocation plan and stick with it through all market gyrations.  When dividends are paid, they are reinvested in the ETF or asset class that is most below its designated percentage. This is a Buy-Hold-Rebalance portfolio.

 

 

 

(Visited 2,420 times, 1 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Search

Categories

Recent Posts

  • Huygens Portfolio Review: 13 May 2025
  • Bohr Portfolio Review: 6 May 2025
  • Copernicus Portfolio Review: 5 May 2025
  • Bullish Percent Indicators: 2 May 2025
  • Buffett Indicator & Shiller PE Ratio

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • hedgehunter on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Schrodinger Portfolio Review: 11 April 2025
  • Lowell Herr on Bullish Percent Indicators: 11 April 2025
  • Lowell Herr on Schrodinger Portfolio Review: 3 March 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Stellaluna on Bullish Percent Indicators: 4 April 2025
  • Lowell Herr on Bullish Percent Indicators: 4 April 2025
  • Stellaluna on Bullish Percent Indicators: 4 April 2025
  • Robert Warasila on Bullish Percent Indicators: 4 April 2025
  • Lee Cash on Bullish Percent Indicators: 4 April 2025

Archives

Calendar

May 2025
S M T W T F S
 123
45678910
11121314151617
18192021222324
25262728293031
« Apr    

Online Members

 No online members at the moment

Popular Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Bullish Percent Indicators: 7 February 2025

General Investment News

Portfolios coming up for review.  Carson, Huygens, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Dirac Portfolio Review: 8 January 2025
  • Darwin Portfolio Review: 1 March, 2024
  • McClintock Portfolio Review: 16 August 2022
  • Debunking Dividend Fallacies
  • Rutherford Portfolio Review (Tranche 1): 5 April 2024
  • Rutherford Portfolio Review (Tranche 3): 6 April 2023
  • Franklin Sector BPI Portfolio Review: 10 August 2023
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
  • Rutherford Portfolio Review (Tranche 1): 31 May 2024
  • McClintock Portfolio Review: 23 November 2022
  • The Importance of Algorithms

Log in | Website Design by BOING

%d