Where does the Bohr Portfolio stand when examined using Quantext Portfolio Planning (QPP) analysis? Several months passed since I last ran this type of analysis. As Platinum members can see from the screen shots below, the projected return is quite good considering the high market. However, the projected risk or standard deviation is about 1.5% higher than preferred. The Diversification Metric meets current standards of exceeding 40%.
In the second screen shot the Bohr Dashboard is displayed. Several asset classes are out of balance due to recent market action as I am trying to preserve capital.