{"id":300510,"date":"2025-06-18T10:34:59","date_gmt":"2025-06-18T10:34:59","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/bohr-portfolio-review-4-june-2025\/"},"modified":"2025-06-18T10:34:59","modified_gmt":"2025-06-18T10:34:59","slug":"bohr-portfolio-review-4-june-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=300510","title":{"rendered":"Bohr Portfolio Review: 4 June 2025"},"content":{"rendered":"


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\"Bohr<\/p>\n

Schreiner\u2019s Garden Display<\/em><\/p>\n<\/div>\n

As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio.\u00a0 As a result there is a willingness to give up potential returns during these uncertain times.\u00a0 The on again, off again tariff battle is an anathema to business as it interferes with future planning.\u00a0 Right now the Bohr portfolio is hunkered down to holding a dividend paying Exchange Traded Fund (ETF) and a short-term treasury.\u00a0 SCHD and SHV are the two current holdings and are likely to remain the sole investments throughout the remainder of the year.\u00a0 Should Individual-1\u2019s tariffs defy court orders we should begin to see their effects during the third and fourth quarters of this year.<\/p>\n

A few readers may recall the blog post of what to do if one were fortunate to come into the possession of a relative large amount of cash.\u00a0 This link<\/a><\/strong><\/em><\/span> will take you to one possible strategy.<\/p>\n

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

As mentioned above, the Bohr currently holds only SCHD (dividend payer) and SHV (short-term treasury).\u00a0 This is a very conservative position and one not recommended for \u201cnormal\u201d times.<\/p>\n

\"Bohr<\/p>\n

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

In \u201cnormal\u201d times I would follow the recommendations shown below.\u00a0 This worksheet comes out of the Kipling spreadsheet and you see three of the four ETFs are a Buy.\u00a0 SCHD is actually a hold.<\/p>\n

Instead of adding more shares to VOO and SCHG, I will be investing more of the available cash in SHV.\u00a0 SHV is currently paying a dividend of 4.78%.<\/p>\n

\"Bohr<\/p>\n

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

By taking a conservative capital preservation position the Bohr sacrifices returns and this is evident in the performance since 12\/31\/2021.\u00a0 The gap is significant when one compares the portfolio performance with SPY, the ETF that tracks the S&P 500.\u00a0 Check out the Copernicus<\/a><\/strong><\/em><\/span> for a portfolio that goes head to head with the S&P 500.<\/p>\n

\"Bohr<\/p>\n

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

When risk enters the equation, how is the Bohr performing?\u00a0 The slope of the Jensen is nearly flat with a slight positive bias.\u00a0 Based on the Sortino Ratio, the portfolio is slowly gaining in value, although not as fast as its benchmark.\u00a0 All risk ratios, with exception of the Treynor, improved over the past year.\u00a0 The Treynor is the least important of the four as it is too dependent on the portfolio beta.<\/p>\n

\"Bohr<\/p>\n

Comments and Questions are always welcome.<\/p>\n

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

Returning To Investing Roots: 5 August 2024<\/a><\/p>\n

(Visited 25 times, 1 visits today)<\/p>\n

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Schreiner\u2019s Garden Display As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio.\u00a0 As a result there is a willingness to give up potential returns during these uncertain times.\u00a0 The on again, off again tariff battle is an anathema to business as it interferes with future […]<\/p>\n","protected":false},"author":1,"featured_media":300511,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[85286,6128,9162,3749],"dealstore":[],"offerexpiration":[],"class_list":["post-300510","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-bohr","tag-june","tag-portfolio","tag-review"],"yoast_head":"\nBohr Portfolio Review: 4 June 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=300510\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bohr Portfolio Review: 4 June 2025 - 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