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 one portfolio.  While the target percentages will vary from investor […]

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, pay attention to this passively managed portfolio.  There are two passive portfolios tracked on the ITA […]

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 hoping for a decline in market prices, assuming […]

Filed Under: Copernicus Portfolio Tagged With: Copernicus

Meta Data

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

Search

Recent Posts

  • Einstein Portfolio Update: 14 July 2026 July 14, 2026
  • Pauling Portfolio Update: 13 July 2026 July 13, 2026
  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026
  • Bohr Portfolio Review: 7 July 2026 July 7, 2026

Recent Comments

  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

Portfolios coming up for review.  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

  • Pauling Update: 24 April 2024
  • Darwin Portfolio Review: 28 November 2025
  • Franklin Sector BPI Portfolio Review: 17 November 2023
  • Schrodinger Portfolio Review: 1 June 2023
  • Bohr Portfolio Review: 15 February 2023
  • Rutherford Portfolio Review (Tranche 3): 16 June 2023
  • Kepler Portfolio Review: 21 May 2025
  • Retirement Planning Mistake #1
  • Rutherford-Darwin Portfolio Review: 9 May 2025
  • Rutherford Portfolio Review (Tranche 1): 3 May 2024
  • Kepler Portfolio Update: 13 May 2026

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.