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You are here: Home / 2026 / March / Archives for 11th

Archives for March 11, 2026

Copernicus Portfolio Review: 11 March 2026

March 11, 2026 By Lowell Herr Leave a Comment

Copernicus is the equity portfolio scheduled for review this morning.  Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs.  Below you see a significant percentage of the portfolio focusing on VIG, SCHD and VYM. 

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

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