The Bohr portfolio is still in a state of flux as I am moving from the old commission free TDA ETFs over to the new list of commission free ETFs from TDAmeritrade. The following tranche worksheet is a quick look at the Bohr as it comes up for review this week.
Just a side note. The performance data for the Bohr will show a higher IRR value as the IAM software was was not picking up the correct ticker symbol for Berkshire Hathaway Class B. TDAmeritrade uses the standard BRK.B ticker while Yahoo-Finance uses BRK-B. StockCharts requires one to use BRK/B to pull up the B Class data. Berkshire Hathaway could have save us a lot of grief if they had selected BRKB as the ticker symbol.
Bohr LRPC Recommendations: The Maximum Number of Assets is set to 20 to see if any securities need to be sold out of the Bohr. To answer this question, look under the Position column. No current holding is for sale when the number of assets is set to 20. There is considerable cash remaining in the Bohr so the number of assets will be set to five when we are looking for buying opportunities. More on this when the Bohr is reviewed later this week.