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You are here: Home / Archives for Bohr Portfolio

Bohr Portfolio Review: 4 June 2025

June 4, 2025 By Lowell Herr Leave a Comment

As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio.  As a result there is a willingness to give up potential returns during these uncertain times.  The on again, off again tariff battle is an anathema to business

Filed Under: Bohr Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Bohr Portfolio

Bohr Portfolio Review: 6 May 2025

May 7, 2025 By Lowell Herr Leave a Comment

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently

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

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  Technology is still overbought and that is the

Filed Under: Bohr Portfolio, Bullish Percent Indicators, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Bohr Portfolio, Sector BPI

Bohr Portfolio Update: 3 July 2023

July 3, 2023 By Lowell Herr

Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of

Filed Under: Bohr Portfolio, Sector BPI Tagged With: Bohr Portfolio

Bohr Portfolio Review: 24 August 2022

August 24, 2022 By Lowell Herr

Bohr is one of the growth-income portfolios that is essentially a passive portfolio.  Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio.  While the Kipling spreadsheet is used to keep track of

Filed Under: Bohr Portfolio Tagged With: Bohr Portfolio

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