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: 12 July 2025
When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted. That is what happened to both the Bohr and Einstein portfolios. The owners of each needed funds for education and other emergencies. When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio […]
Bohr Portfolio Review: 4 June 2025
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
Bohr Portfolio Review: 6 May 2025
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
Sector BPI Investing: Bohr Portfolio Review – 22 November 2023
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
Bohr Portfolio Update: 3 July 2023
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
Bohr Portfolio Review: 24 August 2022
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
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