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 advantage to a no-sell model is that it has definite tax benefits. Copernicus Security Holdings Below is […]
Copernicus Portfolio Review: 15 March 2024
Next to the Schrodinger the Copernicus is the easiest portfolio to manage and consistently one of the top performing portfolios tracked here at ITA Wealth Management. The Copernicus investing model is to purchase U.S. Equities and never sell unless there is an emergency. Since launching this portfolio in mid-January 2022, no shares have been sold […]
Copernicus Portfolio Review: 23 February 2024
Today we return to the review of one of my two favorite portfolios. The other is the Schrodinger. Why do I look with favor upon the Copernicus? It is simple to manage and it is an excellent portfolio for those 10 or more years away from retirement. Young folks will find the Copernicus particularly to […]
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 is an asset allocation portfolio managed […]
Copernicus Portfolio Review: 24 January 2024
If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required. Open up a broker account and begin saving. While the Copernicus focuses on four broad index ETFs (VTI, SPY, VOO, and ESGV) one can narrow this to one or two ETFs. VOO […]
Copernicus Portfolio Review: 29 December 2023
To end 2023 portfolio reviews on a strong note I selected the Copernicus as it is the portfolio for the young or those investors several years away from retirement. The thesis of the Copernicus is to invest only in U.S. Equities and never sell unless there is a dire emergency. While I use four equity […]
Copernicus Portfolio Review: 21 December 2023
Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management. All that is required for those interested in the Copernicus is to save and invest in U.S. Equities. Sale of shares will never happen unless there is an emergency. Don’t think of this portfolio […]
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 case of the Schrodinger, and let their […]
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