Copernicus is a new and very different portfolio from all other portfolios tracked here at ITA Wealth Management.  If I were giving advice to a young person who just secured their first job and had a little money to save each month, the Copernicus comes close to my recommendation.  In addition to following this investing […]

This is a quick update of the Copernicus, an equity only portfolio.  The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market.  Add money when available and use that cash to purchase shares of ESGV or VTI.  Avoid selling.  Only add to existing shares […]

Copernicus is a portfolio that stands apart from all the other portfolios tracked here at ITA Wealth Management.  Its uniqueness is two fold.  1) The securities cover only a single asset class, U.S. Equities.  2) The plan is to never sell shares unless there is an emergency.  Dual Momentum™ portfolios also cover only one asset […]