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 […]
Copernicus Portfolio Review: 13 May 2024
Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs. Unless there is an emergency, never sell. This investment management model is specifically designed
Copernicus Portfolio Review: 1 May 2024
Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio. All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or more of the
Copernicus Portfolio Review: 29 March 2024
Passive investing is the name of the game with the Copernicus portfolio. The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency. One major
Copernicus Portfolio Review: 2 February 2024
Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions. One does not need a degree in Finance from the University of Chicago to manage these portfolios. While the Schrodinger
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the
Copernicus Portfolio Update: 14 November 2023
From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers. In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today. Copernicus is the portfolio I highly recommend for those working full-time and
Copernicus Portfolio Review: 17 October 2023
Copernicus is the portfolio up for review this morning. If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus. Save, invest in U.S. Equities and forget. Ride out the highs and lows of