Bohr poses interesting investing decisions as the investing model for this portfolio is migrating toward the Sector BPI Plus style. What to do with all the Closed-End-Funds (CEFs) is the primary question, particularly as we are closing out the third quarter and dividends are no trivial matter. The $25,000 in cash will be divided among […]
Bohr Portfolio Review: 16 August 2023
Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model. It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price. Should any of the market sectors dip into the oversold zone, I will […]
Bohr Portfolio Review: 21 July 2023
Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I’m shifting toward a growth oriented portfolio. The goal is to move the return performance closer to that achieved by the Copernicus and Schrodinger portfolios.
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 slowly migrating the income driven Bohr over to the Sector BPI Plus […]
Bohr Portfolio Review: 22 June 2023
When last analyzed for performance the Bohr ranked #11 overall. The Internal Rate of Return (IRR) is too far below that of the Schrodinger (passively managed) to be permitted to languish. Therefore, over the next several months the Bohr will transition to something much closer to the Sector BPI Plus model. The plan is to […]
Bohr Portfolio Review: 12 May 2023
Before proceeding with the Bohr portfolio review, Lifetime readers need to know we have a replacement for the ITA file. Harry Stevens cleaned up the existing problem. Check the Forum for more information. Lifetime members also received an e-mail from me where I directed you to Hedgehunter’s Dropbox. If you have further questions, contact me […]
Bohr Portfolio Review: 13 April 2023
Bohr is the portfolio scheduled for review today. Some alterations are planned for this account so pay attention as I walk through what I see as some ways to “heal” or strengthen apparent weaknesses that are likely to arise in the Sector BPI model. The plan is to make similar changes to the Bethe portfolio […]
Bohr Portfolio Review: 7 March 2023
Bohr is an income/growth portfolio of which there are two. The other portfolio following this model is the Bethe portfolio. As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per year. When a retiree needs income there is always a difficult decision to […]
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