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You are here: Home / Archives for ITA Portfolios / Bohr Portfolio

Bohr Portfolio Review: 7 July 2026

July 7, 2026 By Lowell Herr Leave a Comment

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Filed Under: Bohr Portfolio, Asset Allocation, Portfolio Management Tagged With: Bohr Portfolio, Portfolio Management

Bohr Portfolio Review: 3 August 2026

August 3, 2026 By Lowell Herr Leave a Comment

The Bohr portfolio is an asset allocation account that recently (5/1/26) experienced a revamping of the allocations in order to suppress the impact of a potential market decline.  As readers will see in the next screenshot, all asset classes are below target with exception of SCHO, the short-term treasury I use to park cash.  When […]

Filed Under: Bohr Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bohr Portfolio

Bohr Portfolio Update: 28 August 2026

August 24, 2026 By Lowell Herr 1 Comment

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 […]

Filed Under: Asset Allocation, Bohr Portfolio, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Kepler Portfolio

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