The Copernicus Portfolio at ITA Wealth Management: Is It a Useful Investing Method? The Copernicus Portfolio at ITA Wealth Management is worth examining if you are interested in systematic investing, portfolio diversification, and methods for managing risk during stock-market corrections. The key question is whether Copernicus provides a repeatable, evidence-based way to improve investment … [Read More...]
ChatGPT Evaluates The Copernicus Portfolio
The Copernicus Portfolio at ITA Wealth Management: Is It a Useful Investing Method? The Copernicus Portfolio at ITA Wealth Management is worth examining if you are interested in systematic investing, portfolio diversification, and methods for … [Read more]
Millikan Portfolio Update: 15 October 2026
The Millikan portfolio is a relatively simple asset allocation portfolio. Other than VTI the portfolio is in balance. As with a number of other portfolios, I am waiting for the coming market correction. Any type of correction could be months … [Read more]
Copernicus Portfolio Update: 13 October 2026
Are you looking for an easy portfolio to model or a low intensive investing model? Other than the Schrodinger, the Copernicus is about as low maintenance as one will find. Yes, it is slightly more complicated than initially envisioned. That added … [Read more]
Dirac 2026 Portfolio Review: 12 October 2026
US Equities continue to consolidate in a narrow range - with the SPX (S&P 500 Index) having tested previous all-time highs last week. Over the past week there was evidence of a rotation into more defensive sectors with Consumer Staples, Energy … [Read more]
Gauss Portfolio Update: 12 October 2026
Gauss is the asset allocation portfolio up for review this morning. As readers will see in the first screenshot, the Gauss focuses on value equities and dividend producing ETFs. The large cash holding is temporary as limit orders are in place to … [Read more]
Kepler Portfolio Review: 8 October 2026
About four or five years ago I was managing the Kepler portfolio using a Relative Strength model. That model turned out to be a mistake. More recently I switched to an asset allocation model or an investing approach I have used with a number of … [Read more]
Pauling Portfolio Update: 6 October 2026
Pauling is a simple asset allocation portfolio with world-wide diversification. VTI and VXUS pretty well cover the global stock market. Dividend producers such as VIG and SCHD add additional value style to the portfolio. Real Estate and inflation … [Read more]
Darwin Portfolio Review: 2 October, 2026
US Equities, as represented by the SPX (S&P 500 Index), ended the week at about the same spot as they were at last week's close despite selling earlier in the week: I suspect this selling might have been a reflection of Fund managers selling … [Read more]
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