ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Robo Advisor Portfo...
Bohr Portfolio
 
Notifications
Clear all

Bohr Portfolio

 
Robo Advisor Portfolios
Last Post by Lowell Herr 4 years ago
1 Posts
1 Users
0 Reactions
659 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 651
Topic starter January 9, 2021 10:10 AM  

Since the Bohr portfolio is undergoing a major change, I am interested in how it is performing based on the underlying risk.  I've attached a file of the five Risk Ratios and if you are able access the file you will see that Jensen's Alpha is now generating a positive slope.

The idea behind the Bohr is to sell nothing, but to keep the asset classes in balance.  Dividends will be used to maintain the asset allocation balance.

I wanted to be able to include the Risk Ratio screenshot, but this Forum section of the blog does not permit including slides within the text.  If you cannot access the file, it will be available when the Bohr is next reviewed.

Lowell

PS  Physical distance, wear a mask, and wash your hands regularly.  Stay safe as we should be out of this pandemic by this time next year.

 

Attachment :  2021-01-09_8-59-56.png


   
Quote
Topic Tags
Bohr Portfolio

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  Bohr Portfolio (1) ,

Search Blog

Recent Posts

  • Copernicus Portfolio Review: 2 June 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicator: 30 May 2025
  • Gauss Portfolio Review: 28 May 2025
  • Millikan Portfolio Review: 27 May 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 561 Topics
  • 725 Posts
  • 1 Online
  • 279 Members
Our newest member: Adam Imiolek
Latest Post: Communications is Overbought
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.5

(Visited 29,936 times, 2 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Copernicus Portfolio Review: 2 June 2025 June 2, 2025
  • Selecting Closed End Funds (CEFs) May 31, 2025
  • Bullish Percent Indicator: 30 May 2025 May 31, 2025
  • Gauss Portfolio Review: 28 May 2025 May 28, 2025
  • Millikan Portfolio Review: 27 May 2025 May 27, 2025
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used May 19, 2025
  • Closed End Funds (CEFs): 19 May 2025 May 19, 2025

Recent Comments

  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Schrodinger Portfolio Review: 3 March 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Copernicus, Kepler, and Bohr are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Back Testing Issues: Remain Skeptical of Results
  • Schrodinger Portfolio Review: 16 May 2025
  • McClintock Portfolio Review: 16 August 2022
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Schrodinger Portfolio Review: 21 July 2022
  • Bohr Portfolio Review: 24 August 2022
  • Copernicus Portfolio Review: 29 March 2024
  • Gauss Sector BPI Portfolio Review: 25 October 2024
  • Schrodinger Portfolio Review: 15 March 2023
  • Kahneman-Tversky Portfolio Review: 4 August, 2023
  • Rutherford Portfolio Review (Tranche 1): 9 February 2024

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d