Sample Portfolio

Sample Portfolio Showing Asset Allocation Plan


The following Dashboard is an example of an asset allocation plan that makes use of eighteen (18) asset classes.  Not all eighteen asset classes are used in this example, but the options are available.  The Dashboard screen shot is a worksheet extracted from the TLH Spreadsheet.  Serious investors will use the TLH Spreadsheet to monitor their portfolio(s) and those interested in holding down portfolio risk will employ either the ITA Risk Reduction (ITARR) model or the more recent Momentum-Optimization Model (MOM).  Search these terms for more information.

To learn more about constructing, managing, and monitoring a portfolio, seriously consider taking out a Platinum membership for a mere $5.00 per month.  Pay for this taxable subscription by increasing return while reducing portfolio risk.

ETFs used to populate these eighteen asset classes can be found elsewhere on the blog.  Track the eleven portfolios for more information as each one is reviewed and updated every 33 days.
Bohr Dashboard


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