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
825 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 662
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

  • Kepler CEF Portfolio Review: 12 September 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025
  • Schrodinger Portfolio Review: 21 August 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 572 Topics
  • 736 Posts
  • 15 Online
  • 280 Members
Our newest member: Sandy Caster
Latest Post: Staples Sector Alert - 9/12/2025
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 2.4.8

(Visited 30,978 times, 6 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

  • Kepler CEF Portfolio Review: 12 September 2025 September 12, 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025 September 10, 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025 September 5, 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025 September 2, 2025
  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025
  • Huygens Portfolio Review: 19 August 2025 August 20, 2025
  • Copernicus Portfolio Review: 15 August 2025 August 15, 2025

Recent Comments

  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Huygens Portfolio Review: 19 August 2025
  • BOB_P on Huygens Portfolio Review: 19 August 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Bullish Percent Indicators: 17 April 2025

General Investment News

Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, and Franklin 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

  • Carson Sector BPI Portfolio Review: 28 June 2024
  • Bullish Percent Indicators: 23 August 2024
  • Bullish Percent Indicators: 28 July 2023
  • Occam’s Razor and Investing
  • Millikan Sector BPI Portfolio Review: 6 September 2024
  • Over-Valued Market: Four Critical Indicators
  • Schrodinger Portfolio Review: 4 November 2024
  • Rutherford Portfolio Review (Tranche 2): 5 May 2023
  • Absolute Acceleration
  • Darwin Portfolio Review: 2 June 2023
  • Rutherford Portfolio Review (Tranche 4): 23 June 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