Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to ten type stocks. Therefore, instead of investing a large […]
Copernicus Portfolio Update: 23 June 2026
Copernicus is the “all equity” portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin. At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very few shares in the total market while investing in dividend driven ETFs […]
Copernicus Portfolio Update: 22 July 2026
Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I’ve backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a […]
Copernicus Portfolio Update: 18 August 2026
For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs. In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily in mega-cap growth companies. This move may have […]
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