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 […]
Bohr Portfolio Review: 7 July 2026
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Bohr Portfolio Update: 10 June 2026
When a portfolio is not performing up to expectations one makes changes. Such is the case with the Bohr portfolio. I am in the process of making changes in this portfolio for two reasons. Performance is below expectations. Asset Allocations are in flux in anticipation of a major market correction in the near future. I […]
Bohr Portfolio Review: 7 May 2026
As with several other portfolios I don’t intent to be fully invest in all asset classes other than SCHO. Instead of holding cash in a money market I move cash into short-term treasuries (SCHO) where the current interest rate is 4.0%. As dividends come in I will pick up a few shares in income generating […]
Bohr Asset Allocation Portfolio Update: 10 April 2026
Bohr is an asset allocation portfolio that has consistently lagged all possible benchmarks. Assets were withdrawn at a critical period and this impacted performance. The owner is now in the rebuilding process and this new asset allocation model should improve performance going forward.
Bohr Portfolio Update: 17 March 2026
This is a special blog post for two reasons. The new asset allocation for the Bohr is designed to resist the coming recession. Check the low beta value. At the bottom of the page is the most coherent explanation of why current withdrawal requests from private equity companies is placing so much stress on the […]
Bohr Portfolio Review: 18 February 2026
While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth. As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track here at ITA. Should we see a market correction or worse […]
Bohr Portfolio Review: 20 January 2026
Before delving into the Bohr review, let me remind readers to register as a Guest (free) if you wish to see all blog posts such as this one. After registering as a Guest wait for me to upgrade you to the Platinum level. Now into the Bohr update. If you have been following this portfolio […]
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