Bohr Portfolio Review: 24 July 2025

Flowers – Intentional Camera Movement (ICM)

If you received notification of this blog post and it turned out to be Private, what happened is that I either clicked on the wrong radio button or the software sent out a notification before I finished reviewing the Bohr portfolio.  Here is the latest review of the Bohr.

Just a reminder to readers that the owner of this portfolio is in the rebuilding stage.  By 2026 this portfolio should be on the road to recovery, assuming the U.S. Equities market continues to be strong.

Bohr Security Holdings

Based on the current holdings, this is an income oriented portfolio.  I have a limit order in place to purchase 5 shares of VOO.  The price is set at 5% below the current price.  As cash becomes available I will be slowly moving back into the equities market with the Bohr.

Bohr Performance Data

Since 12/31/2021 the Bohr lags all benchmarks by a wide margin.  This is one of the portfolios where the owner needed cash for personal expenses and now needs to rebuild the portfolio.  When the IRR difference is this great we look to the Risk Ratios to see if the portfolio is in a state of recovery or if it continues to decline.

Bohr Risk Ratios

Based on the slope of the Jensen Alpha, the portfolio is just holding its own.  The July Jensen is a touch above the June value.  If we go back to June of 2024 we see the Bohr has improved in nearly all areas.  Now we need to see this continue over the next year.

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