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

Copernicus Portfolio Update: 18 September 2025

September 18, 2025 By Lowell Herr Leave a Comment

  The Copernicus has essentially operated as a passive portfolio.  Save and invest in broad market equity ETFs has been the philosophy up to this point.  With an overvalued stock market what is the next move?  I plan to swap SCHD with VYM and

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

Copernicus Portfolio Review: 14 October 2025

October 14, 2025 By Lowell Herr Leave a Comment

Copernicus is one of the better performing ITA portfolios.  Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus

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

Copernicus Portfolio Review: 14 November 2025

November 14, 2025 By Lowell Herr Leave a Comment

As you move through this update of the Copernicus, don’t neglect to listen to the video linked at the bottom of the page.  There are other YouTube videos also explaining the seven stages that align before a major market draw-down.  Since the Copernicus is an equity only portfolio,

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active Tagged With: Copernicus Portfolio, Critical Material, Passive Investing.

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