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 / 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

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

Meta Data

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

Search

Recent Posts

  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026 April 14, 2026
  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • 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

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • 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

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Buffett Indicator & Shiller PE Ratio
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Kepler 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 Robo Advisor Portfolio Review: 23 March 2026
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Thoughts on “Dividend Income Investing” and other Philosophical Topics.
  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • Millikan Portfolio Review: 13 January 2026
  • Carson Portfolio Review: 9 January 2023
  • Bullish Percent Indicators: 15 September 2023
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Rutherford Portfolio Review (Tranche 2): 27 September 2024
  • Franklin Portfolio Update With A Bard Example: 12 April 2023
  • Five Habits of People In Debt

Log in | Website Design by BOING