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 / 2024 / September / Archives for 13th

Archives for September 13, 2024

Copernicus Portfolio Review: 13 September 2024

September 13, 2024 By Lowell Herr

This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data.  This change impacted the Investment Account Portfolio (IAM) software so I don’t have any way to download prices into that program.  I am in contact with the developers

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

Meta Data

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

Search

Recent Posts

  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026

Recent Comments

  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • 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

Popular Posts

  • 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
  • Portfolio Construction: Where to Begin?
  • Millikan Portfolio Review: 4 December 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Darwin 2026: 2 January 2026

General Investment News

Portfolios coming up for review.  Carson, Millikan, Franklin, Schrodinger and Einstein 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

  • Schrodinger Portfolio Update: 3 July 2023
  • Schrodinger Portfolio Review: 1 June 2023
  • Kahneman-Tversky Portfolio Review: 4 August, 2023
  • Schrodinger Portfolio Review: 16 May 2024
  • McClintock Portfolio Review: 10 June 2022
  • Darwin Portfolio Review: 2 June 2023
  • Millikan Portfolio Review: 20 March 2025
  • Useful Website: Transparent Investing
  • Copernicus Portfolio Review: 4 December 2024
  • Portfolio Requirements: Basic Ideas For Construction
  • Millikan Preparation for 2026

Log in | Website Design by BOING