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You are here: Home / Archives for Passive Investing.

Pay Attention to Fees: 8 June 2023

June 8, 2023 By Lowell Herr

While I’ve written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an “endowment” on the doorstep of an active manager.  A few readers will remember load funds where the cost to gain access to a fund cost 8.5%. 

Filed Under: Passive vs. Active Tagged With: Fees, Passive Investing.

Copernicus Buy & Hold Portfolio Review: 18 May 2023

May 18, 2023 By Lowell Herr

Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site.  Diversification comes from holding hundreds of companies in the United States.  If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options

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

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