Copernicus Portfolio Update: 22 July 2026

Happy Ramblers in Portland, OR

Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities.  VOO was the primary ETF used for many months.  With the market over heated and the market drivers concentrated within such a few stocks I’ve backed off despite the excellent performance.  The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs.

Copernicus Security Holdings

Below are the current securities held in the Copernicus.  As dividends come in I will reinvest in SCHD, VYM, and VIG.  Recently I picked up another 5 shares of SCHD.

If the market continues to trend upward I’ll likely continue to park money in short-term treasuries (SCHO).

Copernicus Performance Data

Since 12/31/2021 the Copernicus outperformed all tracked benchmarks.

Copernicus Risk Ratios

Over the past year the Copernicus has seen only minor changes in the four risk metrics.  Both the Jensen and Information Ratios are down slightly over the year and this is to be expected since taking a more conservative approach with this portfolio.

All values are extremely high and therefore it is difficult to move the dials upward.