Universal Studios Movie Set
Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to ten type stocks. Therefore, instead of investing a large percentage of the Copernicus in VOO, I diversified into dividend paying ETFs such as SCHD, VIG and VYM. In addition, I added SCHO or a short-term treasury. Bottom line is to go a bit more conservative.
Copernicus Security Holdings
Below are the current holdings in the Copernicus. This morning I placed a 3.5% TSLO under RSP. If sold I will use the cash to add more share to SCHO. Future dividends will be used to purchase more shares of SCHO.
Copernicus Performance Data
Since 12/31/2021 the Copernicus has crushed all benchmarks tracked here at ITA Wealth Management (ITA). How has this been possible? This is a classic case of dollar-cost-averaging which is simply the discipline of adding dollars every month to the portfolio. Dollars invested in 2022, or a poor market, are now adding up as the market continues to rise.
Copernicus Risk Ratios
May 2026 values are quite high, but off the highs of last summer and early fall of 2025. Keep in mind that any Jensen Alpha value in excess of zero is excellent.
Financial Repression Portfolio: Part V
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