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
Bohr Interim Update: 25 January 2022
The Bohr is a hybrid portfolio where there is a core of critical asset that include VTI, VEA, VWO, and VBIAX. Those basic asset classes are supplemented by a number of closed-end-funds designed to increase the income for the holder of the portfolio. Growth is to come from the equity holdings and income from the […]
Bohr Portfolio Update: 4 January 2022
When the Bohr was last reviewed on December 28th of last year I knew I needed to update the portfolio before too many days transpired so as to account for all the anticipated fourth quarter dividends. This is that update. The Bohr differs
Bohr Portfolio Review: 22 October 2021
Bohr was scheduled for a review next week, but since I plan to take a few days off from this blog, here is a quick analysis of a combination income and asset allocation portfolio. The goal with the Bohr is Bohr was scheduled for a review next week, but since I plan to take a […]
Bohr Portfolio Review: 5 October 2021
Last November I made a major change in the management style for the Bohr portfolio. Actually, two moves took place. 1) The assets were moved to Vanguard and 2) instead of Last November I made a major change in the management style for the Bohr portfolio. Actually, two moves took place. 1) The assets were […]
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