Ephesus Ruins
In place of a complete review this blog post will focus in how I am reworking the asset allocation for the Bohr portfolio. This new asset allocation mix is in preparation for a major market draw-down. The focus is to set up a low volatile portfolio that will generate sufficient dividends to keep the different asset classes in balance.
Bohr Security Holdings
Below is the revised asset allocation for the Bohr portfolio. There is a heavy emphasis on TIPs, short-term treasuries, and value oriented securities.
Bohr Rebalancing Recommendations
Before I do a complete update for the Bohr, I will wait for the September dividends to show up from the over-weighted SCHO. Once those dividends come in I will sell some shares of SCHO in an effort to bring the out-of-balance ETFs closer to their target percentage.
The first focus is to bring all high dividend payers within 1.0% of target. As the months go by I will use dividends (and any new cash deposits) to move other ETFs that are below target closer to their target percentage.
Once all ETFs are within 1.0% of target future dividends will be used to keep the various ETFs in balance. VTI is the heavy lifter of U.S. Equities. In this environment of an overvalued market VTI will be the last to move closer to target.
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Hi Lowell, I also have a new computer and Microsoft Office. I’d also appreciate a current version. Thanks John Distasio