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You are here: Home / Archives for ITA Portfolios / Copernicus Portfolio

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr 1 Comment

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to consider.  As stated before, young savers are

Filed Under: Copernicus Portfolio Tagged With: Copernicus

Copernicus Portfolio Review: 23 December 2022

December 23, 2022 By Lowell Herr Leave a Comment

Copernicus is a Buy & Hold portfolio that is closing in on one year of operation.  2022 was not the most lucrative time to launch an equity only portfolio.  However, it is working out quite well as equities were purchased throughout the year at lower

Filed Under: Copernicus Portfolio Tagged With: Copernicus Portfolio

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr Leave a Comment

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not have time to spend working

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio, Passive Portfolio

Copernicus All Seasons Portfolio Review: 27 March 2023

March 27, 2023 By Lowell Herr Leave a Comment

While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list.  Before anyone is overwhelmed with the various management tools,

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus, Passive Portfolio

Copernicus Portfolio Review: 6 April 2023

April 6, 2023 By Lowell Herr Leave a Comment

Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio

Copernicus Portfolio Review: 3 May 2023

May 3, 2023 By Lowell Herr Leave a Comment

Based on yesterday’s market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities.  The philosophy behind the Copernicus is to save and invest.  Never sell unless there is an emergency.  How

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Copernicus Portfolio

Copernicus Buy & Hold Portfolio Review: 18 May 2023

May 18, 2023 By Lowell Herr Leave a Comment

Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site.  Diversification comes from holding hundreds of companies in the United States.  If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio, Passive Investing.

Copernicus Portfolio Review: 7 June 2023

June 7, 2023 By Lowell Herr 6 Comments

Portfolios fall into two major categories, actively managed or passively managed.  The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities.  Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency.  Over the past 17 months

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio, Passive

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