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

Copernicus Portfolio Review: 26 May 2026

May 26, 2026 By Lowell Herr Leave a Comment

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 […]

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

Copernicus Portfolio Update: 23 June 2026

June 23, 2026 By Lowell Herr 1 Comment

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 […]

Filed Under: Copernicus Portfolio, Portfolio Management Tagged With: Copernicus Portfolio

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