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You are here: Home / 2024 / November / Archives for 8th

Archives for November 8, 2024

Copernicus Portfolio Review: 8 November 2024

November 8, 2024 By Lowell Herr

Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon.  The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency.  Since the portfolio invests only in U.S. Equities the S&P 500 is an appropriate benchmark. The […]

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Portfolio Performance Tagged With: Copernicus Portfolio, Passive Portfolio

Gauss Sector BPI Portfolio Review: 8 November 2024

November 8, 2024 By Lowell Herr

Nothing has changed over the last few days that will impact the Gauss portfolio.  The only sector ETF held in any of these Sector BPI portfolios is Energy (VDE) and this sector is closer to oversold than it is to overbought.  Oversold is when the percentage of stocks in a particular sector drop to 30% […]

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

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