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 5 years ago
1 Posts
1 Users
0 Reactions
1,063 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 720
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

  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
  • Financial Repression: Part 1
  • Copernicus Portfolio Update: 27 April 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 627 Topics
  • 797 Posts
  • 8 Online
  • 291 Members
Our newest member: David Hamilton
Latest Post: Financial Repression Blogs
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 version 3.0.9

(Visited 39,068 times, 49 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • 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

  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026 April 14, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Financial Repression: Part 1
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe 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

  • Rutherford Portfolio Review (Tranche 1): 12 January 2024
  • Copernicus Portfolio Review: 14 October 2024
  • Rutherford Portfolio Review (Tranche 3): 6 April 2023
  • The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
  • McClintock Sector BPI Portfolio Review: 15 December 2025
  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Bullish Percent Indicators: 22 September 2023
  • Kahneman-Tversky Portfolio Review: 1 March, 2024
  • Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022
  • Darwin Portfolio Review: 6 January 2023
  • Hawking Portfolio Review: 10 January, 2023

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