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
Copernicus Portfolio Review: 19 December 2024
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
Copernicus Portfolio Review: 4 December 2024
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
Copernicus Portfolio Review: 8 November 2024
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
Copernicus Portfolio Review: 14 October 2024
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
Copernicus Portfolio Review: 13 September 2024
This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data. This change impacted the Investment Account Portfolio (IAM) software so I don’t have any way to download prices into that program. I am in contact with the developers
Copernicus Portfolio Update: 22 August 2024
Copernicus is the portfolio scheduled for review this morning. This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities. The Copernicus is designed for young investors or someone who has at least 10 years of
Copernicus Portfolio Review: 4 June 2024
Copernicus is one of two portfolio I highly recommend for working young folks who have little time to spend on portfolio management. The other obvious choice is the Schrodinger. The goal of the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. While I use four equity ETFs one […]