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 year ago
1 Posts
1 Users
0 Reactions
511 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
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
    4 years ago
Topic Tags:  Copernicus (2) ,

Search Blog

Recent Posts

  • Schrodinger Portfolio Review: 15 May 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 633 Topics
  • 803 Posts
  • 9 Online
  • 293 Members
Our newest member: Bob ryan
Latest Post: 5/20/26 Sector Information
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 version 3.1.0

(Visited 41,614 times, 13 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

  • Schrodinger Portfolio Review: 15 May 2026 May 15, 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026

Recent Comments

  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein and Carson 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

  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Gauss Portfolio Review: 18 March 2025
  • Carson Sector BPI Plus Portfolio Review: 1 May 2023
  • Relative Portfolio Performance Data: 12 January 2024
  • Beating the Dow With Bonds
  • Rutherford Portfolio Review (Tranche 4): 8 December 2023
  • Debunking Dividend Fallacies
  • Rutherford Portfolio Review (Tranche 2): 9 June 2023
  • Hawking Portfolio Review: 4 August 2023
  • Schrodinger Portfolio Review: 16 May 2024
  • The Feynman Study

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