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 2,436 times, 3 visits today)

Search

Categories

Recent Posts

  • Copernicus Portfolio Update: 14 September 2026
  • ITA Weekly: 11 September 2026
  • Kepler Asset Allocation Portfolio Review: 11 September 2026
  • Pauling Asset Allocation Portfolio Review: 9 September 2026
  • Carson Sector BPI Portfolio Review: 8 September 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026

Archives

Calendar

September 2026
S M T W T F S
 12345
6789101112
13141516171819
20212223242526
27282930  
« Aug    

Online Members

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Millikan 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

  • Gauss Asset Allocation Portfolio Review: 8 October 2025
  • Gauss Asset Allocation Portfolio Review: 31 July 2025
  • Dirac Portfolio Review: 8 January 2025
  • Bethe Portfolio Review: 20 November 2025
  • Huygens Portfolio Review: 18 April 2023
  • Where To Begin If You Have Never Managed a Portfolio*
  • Bullish Percent Indicators: 11 April 2025
  • Dirac 2026 Portfolio Review: 17 April 2026
  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024
  • Bullish Percent Indicators: 1 March 2024

Log in | Website Design by BOING