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 / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Rethinking the Cope...
 
Notifications
Clear all

Rethinking the Copernicus

 
Portfolio Management
Last Post by Lowell Herr 1 month ago
1 Posts
1 Users
0 Reactions
63 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 651
Topic starter April 23, 2025 12:57 PM  

Recognizing the chaos within the current administration I am seriously considering making a few changes in the philosophy of the Copernicus portfolio.  Thus far the management model is to continue to save and never sell.  This approach will work for the young, but not for the current owner who prefers not to continue to put this much money at risk.

Much as I don't particularly like TSLOs, this is one approach to preserving capital.  Next week is the date for another Copernicus update so look for specific information when the portfolio is reviewed.

The Copernicus is not the only portfolio that will require additional thought.  These are very unsettling times. 

Lowell


   
Quote
Topic Tags
Copernicus

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Copernicus: Launching New Portfolio
    3 years ago
Topic Tags:  Copernicus (2) ,

Search Blog

Recent Posts

  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicator: 30 May 2025
  • Gauss Portfolio Review: 28 May 2025
  • Millikan Portfolio Review: 27 May 2025
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 561 Topics
  • 725 Posts
  • 5 Online
  • 279 Members
Our newest member: Adam Imiolek
Latest Post: Communications is Overbought
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.5

(Visited 29,925 times, 3 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

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

Search

Recent Posts

  • Selecting Closed End Funds (CEFs) May 31, 2025
  • Bullish Percent Indicator: 30 May 2025 May 31, 2025
  • Gauss Portfolio Review: 28 May 2025 May 28, 2025
  • Millikan Portfolio Review: 27 May 2025 May 27, 2025
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used May 19, 2025
  • Closed End Funds (CEFs): 19 May 2025 May 19, 2025
  • Schrodinger Portfolio Review: 16 May 2025 May 16, 2025

Recent Comments

  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • hedgehunter on Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
  • Stellaluna on Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
  • Lee Cash on Schrodinger Portfolio Review: 16 May 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

Popular Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Millikan, Gauss, Pauling and McClintock 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

  • Sector BPI Portfolio Report: 27 November 2023
  • How Much Are You Leaving With Your Financial Advisor?
  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Rutherford Portfolio Review (Tranche 3): 29 December 2023
  • Rutherford-Darwin Portfolio Review: 24 January 2025
  • Hawking Portfolio Review: 1 December 2023
  • Bullish Percent Indicators: 7 February 2025
  • Rutherford Portfolio Review (Tranche 2): 1 September 2023
  • Bullish Percent Indicators: 21 July 2023
  • Why I Use Index ETFs
  • Schrodinger Portfolio Review: 1 February 2024

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d