Bohr is one of the two Growth-Income portfolios where growth comes from VTI, VEA, and VWO whereas the income comes from 10 to 15 CEFs.  Currently, the Bohr is investing in 15 CEFs providing a yield of 4.9%.  I want to elevate this yield as this portfolio needs to provide more income for the owner.

Bohr is a Buy and Hold style portfolio where the investment quiver is made up of a group of ETFs designed to produce growth and another group of Closed-End-Funds set up to produce income.  Think of the Bohr as a blend style portfolio.  The Bethe is a similar style portfolio. Don’t miss the article referenced […]

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 the asset allocations, it is not used in the same way […]

Bohr is one of the easier portfolios to manage once it is set up with Closed-End-Funds.  Why is this so?  This is a Buy & Hold portfolio were dividends and new cash are used to purchase more shares.  The plan is to sell no shares so one-half of decision making is removed.  This portfolio operates […]

Bohr is a growth-income combo portfolio that is taking a beating in today’s down market.  This is a Buy & Hold portfolio so there is no effort to provide downside protection.  Unlike the Dual Momentum™ and Relative Momentum portfolios, the Bohr will ride the waves of market storms.  When the market recovers, this style portfolio […]