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

  • Copernicus Portfolio Review: 26 May 2026 May 26, 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026 May 22, 2026
  • Schrodinger Portfolio Review: 15 May 2026 May 15, 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026

Recent Comments

  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Financial Repression: Part 1
  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Gauss, Millikan, Huygens, Bethe 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): 2 June 2023
  • Hawking Portfolio Review: 4 August 2023
  • Charles Ellis: Loser’s Game of Stock Picking
  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Rutherford Portfolio Review (Tranche 4): 14 April 2023
  • Rutherford Portfolio Review (Tranche 4): 5 January 2024
  • Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
  • Bullish Percent Indicators: 31 May 2024
  • Why I Use ETFs Instead of Individual Stocks
  • Millikan Sector BPI Portfolio Review: 8 August 2023
  • Carson Sector BPI Portfolio Review: 28 October 2023

Log in | Website Design by BOING