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 the U.S. Stock Market.  The Copernicus is […]

The philosophy behind the Copernicus is two fold.  1) Simplicity of implementation.  2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing.  All one does after opening up an account with a brokerage firm such as Vanguard or […]

With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required.  As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as new cash and dividends provide opportunities to build the portfolio.

As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio.  It is easy to manage and performance is outstanding.  The one reservation I have is that there is no downside protection as this is a buy and hold portfolio.  As an owner of this type of portfolio one […]