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Copernicus Portfolio Update: 18 August 2026

For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs.  In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily in mega-cap growth companies.  This move may have been early, but the warning flags are flying indicating some sort of correct is on the near … [Read More...]

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Portfolio Management

Franklin Sector BPI Portfolio Review: 15 July 2025

Franklin is one of three Sector BPI portfolios, all named after women scientists.  Since the last review of the Franklin, shares of VHT and VOX were sold out of the portfolio leaving shares in Consumer Staples (VDC)  and Energy (VDE).  The Franklin also holds shares in VOO and the bulk of the portfolio resides in a short-term treasury, SHV. We now patiently wait for one or more sectors to drop … [Read More...]

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Bethe Portfolio Review: 4 February 2025

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With chaos emerging from the "Dunning-Kruger Administration" every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can … [Read more]

Franklin Portfolio Review: 31 January 2025

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Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

Bohr Portfolio Review: 27 January 2025

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The most important key to successful investing can be summed up in just two words - asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance.  In a few … [Read more]

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