The Bohr portfolio is undergoing a major change. Instead of using one of the four basic investing systems found within the Kipling spreadsheet, this portfolio is now following a modification of the “Swensen Six” model. Search for Bohr and follow the monthly reviews.
The change began in November of 2020. Also, the portfolio was moved over to Vanguard so as to take advantage of one mutual fund.
The philosophy behind the Bohr is to set up an Asset Allocation plan and stick with it through all market gyrations. When dividends are paid, they are reinvested in the ETF or asset class that is most below its designated percentage. This is a Buy-Hold-Rebalance portfolio.
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