Today we return to the review of one of my two favorite portfolios. The other is the Schrodinger. Why do I look with favor upon the Copernicus? It is simple to manage and it is an excellent portfolio for those 10 or more years away from retirement. Young folks will find the Copernicus particularly to […]
Copernicus Portfolio Review: 15 March 2024
Next to the Schrodinger the Copernicus is the easiest portfolio to manage and consistently one of the top performing portfolios tracked here at ITA Wealth Management. The Copernicus investing model is to purchase U.S. Equities and never sell unless there is an emergency. Since launching this portfolio in mid-January 2022, no shares have been sold […]
Copernicus Portfolio Review: 29 March 2024
Passive investing is the name of the game with the Copernicus portfolio. The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency. One major advantage to a no-sell model is that it has definite tax benefits. Copernicus Security Holdings Below is […]
Copernicus Portfolio Review: 1 May 2024
Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio. All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or more of the tickers found in the following investment quiver […]
Copernicus Portfolio Review: 13 May 2024
Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs. Unless there is an emergency, never sell. This investment management model is specifically designed for young investors with years ahead to save and plan […]
Copernicus Portfolio Review: 4 June 2024
Copernicus is one of two portfolio I highly recommend for working young folks who have little time to spend on portfolio management. The other obvious choice is the Schrodinger. The goal of the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. While I use four equity ETFs one […]
Copernicus Equity Only Portfolio Update: 1 July 2024
Copernicus is a U.S. Equity only portfolio. In other words, the only investments are U.S. Equity ETFs. As such the Copernicus is nearly guaranteed to outperform the S&P 500 if two conditions are met. 1) The market is higher when the performance calculation is conducted. 2) The portfolio does not carry too much cash. How […]
Copernicus Portfolio Review: 2 August 2024
Despite the significant selloff of equities, the Copernicus continues to smash the SPY benchmark. Lack of an interest rate cut, unrest in the Middle East, higher unemployment, lower than anticipated jobs report all likely contributed to today’s market drop. Regardless of the reasons, stick with the numbers as they eventually tell the story. As readers […]
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