U.S. Equities are taking another huge hit as I write this blog. Due to holding a high percentage in short-term treasuries and a dividend oriented ETF, the Bohr is tempering the draw-down. Nevertheless, the tariff debacle is ripping into 401(k) retirement accounts. In the rebalancing section of this blog I will state how I am […]
Bohr Asset Allocation Portfolio Review: 4 April 2025
Individual-1’s tariffs are the self-inflicted decisions driving down the market or should I say, markets. Global markets are also taking a major hit. Rather then telling readers what to do, read on and see what I am doing as different portfolios come up for review. This morning I am updating the Bohr portfolio, one of […]
Bohr Asset Allocation Portfolio Review: 28 February 2025
Bohr is the final portfolio up for review in February. This portfolio is new to the Asset Allocation investing model so we are looking to the Jensen Performance Index or Jensen Alpha to see if the account is gaining or losing ground to the benchmark. Do to cash limitation it will be several months before […]
Bohr Portfolio Review: 27 January 2025
The most important key to successful investing can be summed up in just two words – asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance. In a few months we will have one year of data with this Asset Allocation investing model. Of […]
Bohr Asset Allocation Portfolio Review: 20 December 2024
Sending all readers a Merry Christmas. This will be a slow week for blog writing as only Kepler and Millikan are scheduled for reviews. This update of the Bohr portfolio will not show much action other than a limit order was struck to sell shares of VEA. I plan to rebuild VEA, but only if […]
Bohr Asset Allocation Portfolio Review: 27 November 2024
Bohr is another asset allocation portfolio under construction or in the process of rebuilding. In operation for nearly seven months and carrying quite a bit of cash it will require some patience before all asset classes are in balance. With a value in excess of $100,000 the goal is to bring each asset class within […]
Bohr Asset Allocation Portfolio Review: 13 November 2024
Bohr is one of several portfolios that were transferred over to the Asset Allocation (AA) investing model within the last year. AA is the model commonly used to manage portfolios as it is well diversified to handle various market conditions. Although well diversified there is no guarantee if will always generate positive returns. Even bonds […]
Bohr Asset Allocation Portfolio: 22 October 2024
The Bohr portfolio is slowly coming into balance according to the Asset Allocation plan. This morning I sold all share of VTI as over 85% of the stocks in VTI are also in VOO. The remaining percentage can be found in VO and VB. These last two ETFs include companies not found in either VTI […]