Bohr Portfolio Review: 18 February 2026

While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth.  As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track here at ITA.  Should we see a market correction or worse sometime in 2026, I will reorient the assets and move back into equities.  As for now, the Bohr is set up to provide some resistance to a market retraction.

Bohr Asset Allocation Holdings

Below are the current holdings in the Bohr.  Sometime during the coming year the owner of this portfolio anticipates major contributions or the infusion of new cash.  When that begins to occur a fresh look at the asset allocations will make sense.

Bohr Rebalancing Recommendations

Limit orders are in place for many of the ETFs under target.  The ultimate goal is to keep each asset class within one percentage point of the target.

Bohr Performance Data

First bit of information is that the data for VT is in error.  I failed to spot this before pasting the following into the blog format.  VT is not negative.

As readers can see, the Bohr is far below any of the benchmarks.  A severe market correction would be welcome to the Bohr, particularly if this coincides with the anticipation of major cash contributions.

Bohr Risk Ratios

Over the past year the critical risk ratio, Jensen Alpha, continued to hang around the -3 to -4 region.  I don’t expect the current asset allocation to make up much ground on the benchmark, particularly if the stock market continues to move upward.

I am patiently waiting for a market correction before the mid-term elections, but we might be a year away from such an event.