Bohr is one of two major growth-income portfolios. The other is the Bethe. The growth comes from investing in VTI, VEA, and VWO. The income is generated from numerous Closed-End-Funds (CEFs). In the first screenshot below the CEFs have a light gray background.
What to do with all the cash is the major problem as we near the end of 2022. This morning I set a number of limit orders, but am not in a big hurry to use up all the available cash as I suspect there will be ample opportunities to invest sometime in 2023. Most of the available cash will go into SCHP as it is throwing off a yield of 7.0%.
Bohr Investment Quiver
Below is the investment quiver and the current holdings for the Bohr. One goal is to increase the yield to a minimum of 6.0%.
Bohr Security Recommendations
The following worksheet only serves as a guide for the equity holdings. Currently, there is a Buy recommendation to invest in Developed International Equities (VEA). I have several limit orders in place to purchase more shares of VEA.
Bohr Manual Risk Adjustments
This morning I set several limit orders to add more shares to VEA. To boost income I set more limit orders for RGT. Left over cash to be invested in SCHP.
Bohr Performance Data
The Bohr climbed back into positive territory in October. Since 11/30/2020 the Bohr is outperforming all three benchmarks listed below. AOA is the primary benchmark I’m trying to exceed.
Bohr Risk Ratios
2022 November values have not kept pace with 2021 November values. This past year has not been kind to U.S. Equities. but at least all values are positive.
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