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
Copernicus Portfolio Review: 1 March 2022
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 Portfolio Update: 14 May 2022
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.
Copernicus Portfolio Review: 8 July 2022
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
Copernicus Portfolio Review: 11 August 2022
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
Copernicus Portfolio Review: 19 October 2022
Copernicus is the portfolio on the dock for updating this morning. While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices. This is what the young investor needs to consider. As stated before, young savers are
Copernicus Portfolio Review: 23 December 2022
Copernicus is a Buy & Hold portfolio that is closing in on one year of operation. 2022 was not the most lucrative time to launch an equity only portfolio. However, it is working out quite well as equities were purchased throughout the year at lower
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not have time to spend working
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