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You are here: Home / ITA Portfolios / Bohr Portfolio / Bohr Portfolio Review: 22 October 2021

Bohr Portfolio Review: 22 October 2021

October 22, 2021 By Lowell Herr Leave a Comment

Bohr Portfolio Review: 22 October 2021 1

Old fish house on inlet in Fort Bragg, California.

Bohr was scheduled for a review next week, but since I plan to take a few days off from this blog, here is a quick analysis of a combination income and asset allocation portfolio. The goal with the Bohr is to purchase shares and not sell anything. Or if sold, it should be a rare occurrence. Take a close look at the following investment quiver as I made a few changes. As yet, the portfolio is not fully populated. I hope to complete new purchases early in November.

Bohr Portfolio Review: 22 October 2021 2

All the settings for the Bohr are long-term and that is why I am using the LRPC model, even though this model will not completely direct management. As mentioned above, the Bohr is a Buy & Hold portfolio, much like the Schrodinger and Huygens.

Don’t pay undue attention the Buy and Sell recommendations. The goal of the Bohr is to provide a respectable income and take advantage of market growth through the holdings of VTI, VEA, VWO, and VBIAX.

Bohr Portfolio Review: 22 October 2021 3

The following worksheet is included to show the percentages invested in each security. Check the third column from the right. When under target, as many are, data will inform us which securities need additions.

Bohr Portfolio Review: 22 October 2021 4

The following data runs from 11/30/2020 through 10/21/2021. The IRR for the Bohr (22.3%) is close to the S&P 500 and tops the VTHRX benchmark.

Bohr Portfolio Review: 22 October 2021 5

Check out the Risk Ratio table and pay particular attention to the slope (1.1) of Jensen’s Performance Index, sometimes known as Jensen’s Alpha. While the Jensen curve tips over, it actually increased in value. The tip over curve is simply due to the smoothing algorithm.

Bohr Portfolio Review: 22 October 2021 6
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Filed Under: Bohr Portfolio, Asset Allocation, Income Tagged With: Bohr Portfolio, Income

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