ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
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.

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026
  • Copernicus Portfolio Review: 6 April 2026 April 6, 2026
  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026 March 20, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Huygens, Copernicus and McClintock 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • Rutherford Portfolio Review (Tranche 4): 19 July 2024
  • William Bernstein’s Latest E-Book: Getting Rich Slowly
  • The Elements of Investing: Part I
  • Carson Sector BPI Portfolio Review: 19 March 2025
  • Gifting a Grandchild
  • Millikan Portfolio Review: 23 August 2023
  • Tweaking Sector BPI Plus Investing Model: Part II
  • Bullish Percent Indicators: 21 July 2023
  • Rutherford Portfolio Review (Tranche 4): 8 December 2023
  • How Much Are You Leaving With Your Financial Advisor?

Log in | Website Design by BOING