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You are here: Home / 2023 / May / Archives for 18th

Archives for May 18, 2023

Copernicus Buy & Hold Portfolio Review: 18 May 2023

May 18, 2023 By Lowell Herr

Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site.  Diversification comes from holding hundreds of companies in the United States.  If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio, Passive Investing.

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Portfolios coming up for review.  Copernicus, Bohr, and Franklin are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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