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 11 months ago
1 Posts
1 Users
0 Reactions
407 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 707
Topic starter April 23, 2025 11:57 AM  

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
    4 years ago
Topic Tags:  Copernicus (2) ,

Search Blog

Recent Posts

  • Gauss Portfolio Review: 5 March 2026
  • Pauling Portfolio Review: 3 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 614 Topics
  • 784 Posts
  • 4 Online
  • 288 Members
Our newest member: alain david
Latest Post: No Change
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 2.4.16

(Visited 34,594 times, 22 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • 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

  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026
  • Copernicus Portfolio Update: 12 February 2026 February 12, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 4 December 2025
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beating the Dow With Bonds
  • Millikan Portfolio Review: 13 January 2026
  • Copernicus Portfolio Update: 14 December 2025
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beta: A Brief Description

General Investment News

Portfolios coming up for review.  Bethe, Copernicus 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

  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Schrodinger Portfolio Review: 3 March 2025
  • Rutherford Portfolio Review (Tranche 2): 24 November 2023
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Kahneman-Tversky Portfolio Review: 6 April 2023
  • Pauling Portfolio Review: 3 March 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • What Is Working?
  • Occam’s Razor and Investing
  • Bullish Percent Indicators: 21 July 2023

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