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 / 2025 / July / Archives for 5th

Archives for July 5, 2025

Copernicus Portfolio Review: 3 July 2025

July 5, 2025 By Lowell Herr Leave a Comment

When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind.  Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase an ETF now and again when cash became […]

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

Meta Data

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

Search

Recent Posts

  • Copernicus Portfolio Update: 22 July 2026 July 22, 2026
  • Gauss Portfolio Review: 21 July 2026 July 21, 2026
  • Dirac 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Darwin 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Kepler Portfolio Review: 20 July 2026 July 20, 2026
  • Carson Sector BPI Portfolio Update: 16 July 2026 July 16, 2026
  • Einstein Portfolio Update: 14 July 2026 July 14, 2026

Recent Comments

  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression Portfolio: Part V
  • Financial Repression: Part IV

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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

  • Bethe Sector BPI Portfolio Review: 5 December 2023
  • Franklin Sector BPI Portfolio Review: 11 March 2024
  • Bullish Percent Indicators: 24 March 2023
  • Carson Portfolio Update: 6 March 2023
  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Portfolio Performance Comparisons: 7 April 2023
  • Rutherford Portfolio Review (Tranche 2): 15 March 2024
  • Rutherford-Darwin Portfolio Review: 28 March 2025
  • Millikan Portfolio Review: 29 June 2026
  • Explaining the Hypothesis of the Sector BPI Model
  • Rutherford Portfolio Review (Tranche 2): 16 February 2024

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.