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
754 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 655
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: 28 July 2025
  • Millikan Portfolio Review: 25 July 2025
  • Selecting Closed-End-Funds
  • Schrodinger Portfolio Review: 22 July 2025
  • Huygens Portfolio Review: 22 July 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 565 Topics
  • 729 Posts
  • 1 Online
  • 278 Members
Our newest member: Adam Imiolek
Latest Post: Health and Materials
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 2.4.6

(Visited 30,449 times, 7 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: 28 July 2025 July 28, 2025
  • Millikan Portfolio Review: 25 July 2025 July 28, 2025
  • Selecting Closed-End-Funds July 26, 2025
  • Schrodinger Portfolio Review: 22 July 2025 July 23, 2025
  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025
  • Hawking Portfolio Review: 14 July 2025 July 15, 2025

Recent Comments

  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Hawking Portfolio Review: 14 July 2025
  • Lowell Herr on Selecting Closed-End-Funds
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 July 2025
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lee Cash on Hawking Portfolio Review: 14 July 2025
  • hedgehunter on Hawking Portfolio Review: 14 July 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 2 May 2025
  • Hawking Portfolio Review: 14 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Copernicus Portfolio Review: 5 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bohr Portfolio Review: 6 May 2025

General Investment News

Portfolios coming up for review.  Kepler, Bethe, Einstein, and Gauss 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

  • Schrodinger Portfolio Review: 20 June 2025
  • Millikan Portfolio Review: 25 July 2025
  • Rutherford Portfolio Review (Tranche 1): 28 April 2023
  • Dual Momentum Investing by Gary Antonacci
  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Reviewing The Fundamentals of Investing
  • Rutherford Portfolio Review (Tranche 3): 3 March 2023
  • Retirement Planning Mistake #11
  • Ten Investment Resolutions for 2015
  • Rutherford Portfolio Review (Tranche 4): 1 March 2024
  • Life Insurance: My Story

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