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You are here: Home / 2024 / June / Archives for 4th

Archives for June 4, 2024

Copernicus Portfolio Review: 4 June 2024

June 4, 2024 By Lowell Herr

Copernicus is one of two portfolio I highly recommend for working young folks who have little time to spend on portfolio management.  The other obvious choice is the Schrodinger.  The goal of the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency.  While I use four equity ETFs one […]

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

Rutherford Portfolio Review (Tranche 1): 31 May 2024

June 4, 2024 By hedgehunter

Apologies for being late with this week’s review, I had an emergency and had to go out of town for the weekend and only returned late last night. Last week was not a great week for US equities with the S&P Index closing the

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

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