Bohr Portfolio Review: 3 August 2026

A walk in the woods.

The Bohr portfolio is an asset allocation account that recently (5/1/26) experienced a revamping of the allocations in order to suppress the impact of a potential market decline.  As readers will see in the next screenshot, all asset classes are below target with exception of SCHO, the short-term treasury I use to park cash.  When the market begins to decline (assuming it will eventually) shares of SCHO will be sold and the cash used to pick up shares in the ETFs most under target.

When the August dividends are in I should be able to move ETFs more than 5.0% below target up to somewhere in the 4.0% below target.

Bohr Security Holdings

Below are the current holdings within the Bohr portfolio.  In the far right-hand column readers can see how far below target are the specific asset classes or ETFs.  As dividends or fresh cash arrive I will concentrate on the assets most below target.  I recently added shares of SCHD and SCHP.  When the August dividends from SCHO arrive I will then begin to focus on adding shares to SCHD and VTIP.  While VTI is well under target I plan to wait for much better buying opportunities before dipping into the broad market of U.S. Equities.

Bohr Performance Data

The Bohr portfolio is still digging out of a performance hole.  As with similar poor performing portfolios I concentrate on where the portfolio is headed over the past year.  The data below goes back to 12/31/2021.  The Bohr did not perform well in 2022 and that is still showing up in the following data.

Bohr Risk Ratios

Signs of life are showing up in the Bohr over the past year.  The account increased in value (Sortino Ratio) and the all important Jensen Alpha has a modest positive slope.  All risk ratios are above where they were last year with exception of the Information Ratio.

When a few more months pass I will examine the performance data for this new asset allocation model that began on May 1 of this year.

Financial Repression Portfolio Update From ChatGPT

Financial Repression Portfolio from ChatGPT