{"id":228517,"date":"2025-05-07T09:46:23","date_gmt":"2025-05-07T09:46:23","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/bohr-portfolio-review-6-may-2025\/"},"modified":"2025-05-07T09:46:23","modified_gmt":"2025-05-07T09:46:23","slug":"bohr-portfolio-review-6-may-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=228517","title":{"rendered":"Bohr Portfolio Review: 6 May 2025"},"content":{"rendered":"


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\"Bohr<\/p>\n

Arenson Gardens<\/em><\/p>\n<\/div>\n

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.\u00a0 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.<\/p>\n

Bohr Security Holdings<\/strong><\/p>\n

The Bohr currently holds the following ETFs listed below.\u00a0 Trailing Stop Loss Orders (TSLOs) are in place to sell all shares of SCHG and VOO while holding on to the dividend paying SCHD and the short-term treasury, SHV.\u00a0 New money coming from deposits and dividends are invested in SHV.<\/p>\n

\"Bohr<\/p>\n

Bohr Rebalancing Recommendations<\/strong><\/p>\n

Using the Kipling spreadsheet, only SHV is recommending a Buy.\u00a0 I have the metrics set to react rather fast to any upswings.\u00a0 Should tariffs be removed or the FEDs lower interest rates, this market would take a rapid jump.\u00a0 The longer the extreme tariff percentages are in effect the less likely the U.S. Stock Market will react positively as the supply chains are being broken daily.\u00a0 At some point it is going to take a lot of time to repair the damage that is currently taking place.<\/p>\n

\"Bohr<\/p>\n

Bohr Performance Data<\/strong><\/p>\n

Bohr has been anything but a stellar performer.\u00a0 When a portfolio is this far below its benchmark I resort to looking at the movement of the Jensen Performance Index to see which way it is trending.\u00a0 Check the next section of this blog.<\/p>\n

\"Bohr<\/p>\n

Bohr Risk Ratios<\/strong><\/p>\n

Over this past year the Bohr gained slightly on the benchmark.\u00a0 It is still much too early to know how this concentrated Asset Allocation investing model is working.<\/p>\n

The goal is to keep the slope of the Jensen moving in a positive direction.<\/p>\n

\"Bohr<\/p>\n

Buffett Indicator & Shiller PE Ratio<\/a><\/p>\n

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Arenson Gardens Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.\u00a0 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 holds the following ETFs listed […]<\/p>\n","protected":false},"author":1,"featured_media":228518,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[85286,9162,3749],"dealstore":[],"offerexpiration":[],"class_list":["post-228517","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-bohr","tag-portfolio","tag-review"],"yoast_head":"\nBohr Portfolio Review: 6 May 2025 - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=228517\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bohr Portfolio Review: 6 May 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Arenson Gardens Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.\u00a0 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. 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