Bohr Portfolio Review: 13 August 2025

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Bohr is another mini-asset allocation portfolio where only a few index ETFs are used to populate the portfolio.  Cash was needed for personal reasons so this account is in a state of flux and will need to be rebuilt over the coming months.

Bohr Security Holdings

Below are the current holdings for the Bohr.  The bulk of the portfolio is held in SHV or a conservative position.  We are waiting to see how tariffs impact business over the remainder of this calendar years.

Bohr Rebalancing Recommendations

If one were to rebalance the portfolio one would pay attention to the 9th column from the right.  At this point I don’t plan to sell shares of SHV, but will wait a few months to see how the economy reacts to erratic policies.

I have several limit orders in place to purchase shares of SCHG and VOO.  The purchase price in each case is set approximately 5% below the current price.

Bohr Performance Data

Since 12/31/2021 the Bohr lags all benchmarks and will continue to do so when the market is moving up as is currently the situation.

Bohr Risk Ratios

Based on the Sortino Ratio the Bohr is a tad more valuable than it was a year ago and it gained a small amount based on its underlying risk.  However, the Information Ratio points out the portfolio is trailing its benchmark.

This risk measurements are not likely to change much until the Bohr is holding a higher percentage of the S&P 500 (VOO).

Buffett Indicator & Shiller PE Ratio