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You are here: Home / Archives for Copernicus Portfolio

Copernicus Portfolio Review: 3 July 2025

July 5, 2025 By Lowell Herr Leave a Comment

When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind.  Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase

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

Copernicus Portfolio Review: 2 June 2025

June 2, 2025 By Lowell Herr Leave a Comment

While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May.  Take that into consideration as you read this update.  As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P […]

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

Copernicus Portfolio Review: 5 May 2025

May 5, 2025 By Lowell Herr Leave a Comment

As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.  As long-time reader know, the Copernicus is an equities only portfolio.  The management model is to save and purchase S&P 500 ETFs.  Based on the current administration generated chaos I am moving

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

Copernicus Portfolio Review: 28 March 2025

March 28, 2025 By Lowell Herr Leave a Comment

With this portfolio review of the Copernicus comes a few adjustments.  I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each.  No plans are in the works to sell off any securities that are over target.  Instead, new cash

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

Copernicus Portfolio Review: 19 December 2024

December 19, 2024 By Lowell Herr Leave a Comment

Keep it simple is the philosophy of the Copernicus portfolio.  Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency.  Keep cash levels low and expenses to a minimum.  One reason for including ESGV as

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

Copernicus Portfolio Review: 4 December 2024

December 4, 2024 By Lowell Herr Leave a Comment

Next to the Schrodinger the Copernicus is the easiest portfolio to manage as it is an all equity account using VOO and VTI as the primary investment securities.  By focusing on equities such as VOO the goal is to keep pace with the S&P 500 index

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

Copernicus Portfolio Review: 8 November 2024

November 8, 2024 By Lowell Herr Leave a Comment

Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon.  The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency.  Since the portfolio invests only

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

Copernicus Portfolio Review: 14 October 2024

October 14, 2024 By Lowell Herr Leave a Comment

This morning I am updating the high risk equity only Copernicus, an investing model designed for young investors or someone who has at least 15 to 20 years of future savings.  High risk is defined as investing only in equities (stocks) while shunning bonds

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

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