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 2,424 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

  • Millikan Portfolio Review: 9 April 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026
  • Copernicus Portfolio Review: 6 April 2026
  • Dirac 2026 Portfolio Review: 2 April 2026
  • Portfolio Hedge: 27 March 2026

Recent Comments

  • 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
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026

Archives

Calendar

April 2026
S M T W T F S
 1234
567891011
12131415161718
19202122232425
2627282930  
« Mar    

Online Members

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds

General Investment News

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

  • Relative Portfolio Performance Data: 12 January 2024
  • Rutherford-Darwin Portfolio Review: 7 March 2025
  • Bullish Percent Indicators: 24 February 2023
  • Franklin Sector BPI Portfolio Review: 2 October 2023
  • Schrodinger Portfolio Review: 26 August 2024
  • Why Use Index Funds?
  • Beginning to Advanced Investors: 4 December 2021
  • Rutherford Portfolio Review (Tranche 4): 28 March 2024
  • Bullish Percent Indicators: 21 November 2025
  • Back Testing Issues: Remain Skeptical of Results
  • ITA Portfolios: Breaking The Models Into Groups

Log in | Website Design by BOING

%d