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 2,425 times, 1 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Search

Categories

Recent Posts

  • Gauss Portfolio Review: 29 April 2026
  • Copernicus Portfolio Update: 27 April 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026

Archives

Calendar

May 2026
S M T W T F S
 12
3456789
10111213141516
17181920212223
24252627282930
31  
« Apr    

Online Members

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Portfolio Review: 29 January 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe and Bohr 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

  • Darwin Portfolio Review: 12 April, 2024
  • Schrodinger Portfolio Review: 28 August 2023
  • McClintock Portfolio Review: 22 January 2024
  • Rutherford Portfolio Review (Tranche 3): 1 November 2024
  • Bullish Percent Indicators: 21 July 2023
  • Rutherford Portfolio Review (Tranche 2): 10 May 2024
  • Bullish Percent Indicators: 12 January 2024
  • Rutherford Portfolio Review (Tranche 4): 14 April 2023
  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Carson Portfolio Review: 1 February 2023
  • Huygens Portfolio Review: 13 May 2025

Log in | Website Design by BOING

%d