Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends. Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income generator. As a
Copernicus Portfolio Review: 27 July 2023
As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio. It is easy to manage and performance is outstanding. The one reservation I have is that there is no downside protection as this is a buy and
Copernicus Portfolio Review: 11 August 2023
Copernicus is a portfolio designed to keep pace with the S&P 500. The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice. Thus far, this investing model is working extremely
Copernicus Portfolio Review: 12 September 2023
The philosophy behind the Copernicus is two fold. 1) Simplicity of implementation. 2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing. All one
Copernicus Portfolio Review: 17 October 2023
Copernicus is the portfolio up for review this morning. If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus. Save, invest in U.S. Equities and forget. Ride out the highs and lows of
Copernicus Portfolio Update: 14 November 2023
From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers. In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today. Copernicus is the portfolio I highly recommend for those working full-time and
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the
Copernicus Portfolio Review: 2 February 2024
Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions. One does not need a degree in Finance from the University of Chicago to manage these portfolios. While the Schrodinger