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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.

 

 

 

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