ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Copernicus

Copernicus Portfolio Update: 14 December 2025

December 13, 2025 By Lowell Herr Leave a Comment

Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead.  Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least

Filed Under: Asset Allocation, Copernicus Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Copernicus, Portfolio Construction

Copernicus All Seasons Portfolio Review: 27 March 2023

March 27, 2023 By Lowell Herr

While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list.  Before anyone is overwhelmed with the various management tools,

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus, Passive Portfolio

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to consider.  As stated before, young savers are

Filed Under: Copernicus Portfolio Tagged With: Copernicus

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Schrodinger Portfolio Review: 15 May 2026 May 15, 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026

Recent Comments

  • Lowell Herr on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 5 May 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 5 May 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 12 May 2026
  • William Tynes on Franklin Sector BPI Portfolio Review: 12 May 2026
  • Lowell Herr on Carson Sector BPI Portfolio Update: 23 April 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Financial Repression: Part 1
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026

General Investment News

Portfolios coming up for review.  Schrodinger, Pauling, Einstein and Carson are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Rutherford-Darwin Portfolio Review – 10 January 2025
  • Rutherford Portfolio Review (Tranche 3): 3 March 2023
  • Copernicus Portfolio Review: 3 May 2023
  • Hawking Portfolio Review: 1 November, 2024
  • Why Use Index Funds?
  • Rutherford Portfolio Review (Tranche 2): 10 May 2024
  • Closed End Funds (CEFs): 19 May 2025
  • Using Volatility as a Diversifier and a Portfolio Hedge
  • Bullish Percent Indicators: 23 August 2024
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Rutherford Portfolio Review (Tranche 3): 6 October 2023

Log in | Website Design by BOING