After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio.  Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below is the current investment quiver and holdings for the Copernicus.  I added SHV […]

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 hold portfolio.  As an owner of this type of portfolio one […]

With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required.  As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as new cash and dividends provide opportunities to build the portfolio.

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 does after opening up an account with a brokerage firm such as Vanguard or […]