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 / November / Archives for 14th

Archives for November 14, 2023

Copernicus Portfolio Update: 14 November 2023

November 14, 2023 By Lowell Herr

From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers.  In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today.  Copernicus is the portfolio I highly recommend for those working full-time and

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

Meta Data

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

Search

Recent Posts

  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026
  • Millikan Portfolio Review: 13 January 2026 January 13, 2026
  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025
  • Gifting a Grandchild December 29, 2025
  • Copernicus Portfolio Update: 24 December 2025 December 24, 2025

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Len Suelter on Gifting a Grandchild
  • Lowell Herr on Gifting a Grandchild

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Review: 4 December 2025
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Selecting Closed End Funds (CEFs)

General Investment News

Portfolios coming up for review.  Pauling, Millikan, Gauss, 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

  • Rutherford Portfolio Review (Tranche 1): 22 September 2023
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023
  • Kahneman-Tversky Portfolio Review: 4 August, 2023
  • Rutherford Portfolio Review (Tranche 4): 14 April 2023
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Hawking Portfolio Review: 1 March, 2024
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • The Elements of Investing: Part I
  • Schrodinger Portfolio Review: 4 November 2024
  • Bullish Percent Indicators: 13 January 2023
  • Copernicus Portfolio Review: 29 March 2024

Log in | Website Design by BOING