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 Schwab and save in a Roth IRA account. If […]
Copernicus Portfolio Review: 8 July 2022
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 an emergency. Dual Momentum™ portfolios also cover only one asset […]
Copernicus Portfolio Update: 14 May 2022
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. Only add to existing shares […]
Copernicus Portfolio Review: 1 March 2022
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 Copernicus comes close to my recommendation. In addition to following this investing […]