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You are here: Home / Archives for Copernicus

Copernicus Portfolio Update: 14 December 2025

December 13, 2025 By Lowell Herr Leave a Comment

Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead.  Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least

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

Copernicus All Seasons Portfolio Review: 27 March 2023

March 27, 2023 By Lowell Herr

While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list.  Before anyone is overwhelmed with the various management tools,

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

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to consider.  As stated before, young savers are

Filed Under: Copernicus Portfolio Tagged With: Copernicus

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Portfolios coming up for review.  Bethe, Copernicus and McClintock are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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