Rethinking the Copernicus - Portfolio Management https://itawealth.com/community/portfolio-management/rethinking-the-copernicus/ ITA Wealth Management Discussion Board en-US Sat, 17 Oct 2026 12:45:40 +0000 wpForo 60 Rethinking the Copernicus https://itawealth.com/community/portfolio-management/rethinking-the-copernicus/#post-892 Wed, 23 Apr 2025 19:57:35 +0000 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

]]> Portfolio Management Lowell Herr https://itawealth.com/community/portfolio-management/rethinking-the-copernicus/#post-892