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You are here: Home / Archives for Copernicus Portfolio

Copernicus Portfolio Review: 3 February 2017

February 3, 2017 By Lowell Herr

Strategic Asset Allocation Model Investors looking for a stable and easy to manage portfolio need look no further than the Copernicus or any of the other three passively managed portfolios.  This management style is known as the Strategic Asset Allocation Model (SAAM) and it is this methodology that is recommended by William J. Bernstein, Richard […]

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

Copernicus Portfolio Review: A Passive Model

December 31, 2015 By Lowell Herr

Since this review happens on the last trading day of 2015, I will post a limited update as none of the fourth quarter dividends are recorded.  Additional information will be presented later.  As one of the passively managed portfolios [Others are Schrodinger and Pasteur] the Copernicus is following a Strategic Asset Allocation model as laid […]

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

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