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 […]

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 […]

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 […]

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 […]