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You are here: Home / Archives for ITA Portfolios / Copernicus Portfolio

Copernicus: New Portfolio Launch – 17 January 2022

January 17, 2022 By Lowell Herr 2 Comments

This is launch day for an entirely new portfolio, the Copernicus.  This is a simple portfolio where there is only one investment, VTI.  The idea behind this portfolio is to feed it with new dollars each month and to never sell. I’ve wanted to run such a portfolio for a long time and I am […]

Filed Under: Copernicus Portfolio Tagged With: Copernicus

Copernicus Portfolio Review: 1 March 2022

March 1, 2022 By Lowell Herr Leave a Comment

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 […]

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

Copernicus Portfolio Update: 14 May 2022

May 16, 2022 By Lowell Herr Leave a Comment

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 […]

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

Copernicus Portfolio Review: 8 July 2022

July 11, 2022 By Lowell Herr 1 Comment

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 […]

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

Copernicus Portfolio Review: 11 August 2022

August 11, 2022 By Lowell Herr Leave a Comment

This morning we come to the Copernicus review or what I think of as the young investor portfolio.  The Copernicus is one, if not the easiest portfolio to manage.  My advice to the young investor, open an account with a brokerage firm such as Vanguard or Schwab and save in a Roth IRA account.  If […]

Filed Under: Copernicus Portfolio Tagged With: Copernicus Portfolio

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