Elf and Santa
Rebuilding the Bohr portfolio is the primary concern for this account. As readers will soon see, the Bohr is a classic asset allocation portfolio built around U.S. and International Equities. Sprinkled in are a few low volatile ETFs.
Bohr Asset Allocation Holdings
Below are the current asset allocations for the Bohr portfolio. Based on purchases this morning the portfolio is coming into balance as most of the asset classes (ETFs) are within plus or minus one percentage point. I’ll let them float as far as 3% to 5% from the target percentage before rebalancing. It all depends on how much cash is available for rebalancing.
Bohr Rebalancing Recommendations
The purple arrow points to the number of shares that are currently set up with limit orders. By the time the next update arrives I expect most of the asset classes will be in balance or very close to the target percentages.
Bohr Performance Data
Since 12/31/2021 the Bohr lags the AOR benchmark by a wide margin. Significant withdraws were made from the Bohr over the last few years and these withdrawals definitely impacted performance.
Bohr Risk Ratios
The Sortino Ratio indicates the portfolio has gained in value over this past year. However, the Jensen Alpha is holding rather steady rather than increasing in value.
Wishing everyone a Happy Holiday Season.
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