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You are here: Home / Archives for Portfolio Management / Asset Allocation

Copernicus Portfolio Update: 22 July 2026

July 22, 2026 By Lowell Herr Leave a Comment

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 […]

Filed Under: Copernicus Portfolio, Asset Allocation Tagged With: Asset Allocation, Copernicus Portfolio

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