ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Portfolio Management
    • Golden Rule of Investing
  • Forums
  • Guest Registration
    • Lifetime ITA Membership
  • Contact
  • Reset Password
  • About Me
You are here: Home / Archives for Copernicus Portfolio

Copernicus Portfolio Review: 27 February 2023

February 27, 2023 By Lowell Herr Leave a Comment

Copernicus is on the dock to be updated this morning.  ITA readers who have been checking in regularly know this portfolio is U.S. Equity specific and the goal is to never sell.  Only purchase more shares when cash becomes available.  When to buy is not

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

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr Leave a Comment

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not have time to spend working

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

Copernicus Portfolio Review: 23 December 2022

December 23, 2022 By Lowell Herr Leave a Comment

Copernicus is a Buy & Hold portfolio that is closing in on one year of operation.  2022 was not the most lucrative time to launch an equity only portfolio.  However, it is working out quite well as equities were purchased throughout the year at lower

Filed Under: Copernicus Portfolio Tagged With: Copernicus Portfolio

Copernicus Portfolio Review: 11 August 2022

August 11, 2022 By Lowell Herr Leave a Comment

This morning we come to the Copernicus review or what I think of as the young investor portfolio.  The Copernicus is one, if not the easiest portfolio to manage.  My advice to the young investor, open an account with a brokerage firm such as Vanguard or

Filed Under: Copernicus Portfolio Tagged With: Copernicus Portfolio

Copernicus Portfolio Review: 8 July 2022

July 11, 2022 By Lowell Herr 1 Comment

Copernicus is a portfolio that stands apart from all the other portfolios tracked here at ITA Wealth Management.  Its uniqueness is two fold.  1) The securities cover only a single asset class, U.S. Equities.  2) The plan is to never sell shares unless there is

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

Copernicus Portfolio Update: 14 May 2022

May 16, 2022 By Lowell Herr Leave a Comment

This is a quick update of the Copernicus, an equity only portfolio.  The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market.  Add money when available and use that cash to purchase shares of ESGV or VTI.  Avoid selling. 

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

Copernicus Portfolio Review: 1 March 2022

March 1, 2022 By Lowell Herr Leave a Comment

Copernicus is a new and very different portfolio from all other portfolios tracked here at ITA Wealth Management.  If I were giving advice to a young person who just secured their first job and had a little money to save each month, the

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

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Copernicus All Seasons Portfolio Review: 27 March 2023 March 27, 2023
  • Rutherford Portfolio Review (Tranche 1): 24 March 2023 March 25, 2023
  • Rutherford Portfolio Review (Tranche 5): 17 March 2023 March 18, 2023
  • Bullish Percent Indicators: 18 March 2023 March 18, 2023
  • Schrodinger Portfolio Review: 15 March 2023 March 14, 2023
  • Rutherford Portfolio Review (Tranche 4): 10 March 2023 March 11, 2023
  • Hawking Portfolio Review: 3 March, 2023 March 5, 2023

Recent Comments

  • Lowell Herr on What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Lowell Herr on What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Todd Kousky on What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023

Users Online

4 Users Online
Users: Jeffrey Farrington, Robert Warasila, 2 Bots

Popular Posts

  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Carson Portfolio: Creating A New Investing Model
  • Portfolio Summary: 16 January 2023
  • Carson Portfolio Review: 1 February 2023
  • ITA Portfolios: Summarizing Investing Approaches
  • Celebrating 15 Years of ITA Wealth Management: 14…
  • Bullish Percent Indicators: 13 January 2023
  • Bullish Percent Indicators: 9 December 2022
  • ITA Portfolios: Breaking The Models Into Groups

General Investment News

Portfolios coming up for review are:  Carson, Beth, and Millikan.  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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Hawking Portfolio Review – 1 April 2022
  • Huygens Portfolio Review: 27 July 2022
  • Gauss Portfolio Review: 10 March 2021
  • Darwin Portfolio Review: 3 March 2023
  • Bullish Percent Indicators: 18 March 2023
  • Carson Portfolio Update: 18 November 2022
  • Rutherford Portfolio Review (Tranche 4): 18 February 2022
  • Bohr Portfolio Update: 4 January 2022
  • Rutherford Portfolio Review (Tranche 3): 27 May 2022
  • Dual Momentum Over Past Year – February 2020 – February 2021
  • Kahneman-Tversky Portfolio Review: 2 December, 2022

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.