{"id":165209,"date":"2025-03-30T20:40:58","date_gmt":"2025-03-30T20:40:58","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/copernicus-portfolio-review-28-march-2025\/"},"modified":"2025-03-30T20:40:58","modified_gmt":"2025-03-30T20:40:58","slug":"copernicus-portfolio-review-28-march-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=165209","title":{"rendered":"Copernicus Portfolio Review: 28 March 2025"},"content":{"rendered":"


\n<\/p>\n

\n
\"Copernicus<\/p>\n

Spring brings color.<\/em><\/p>\n<\/div>\n

With this portfolio review of the Copernicus comes a few adjustments.\u00a0 I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each.\u00a0 No plans are in the works to sell off any securities that are over target.\u00a0 Instead, new cash and dividends will be used to gradually build up SCHD which will be under target for many months.<\/p>\n

Copernicus Holdings<\/strong><\/p>\n

Below are the current holdings in the Copernicus portfolio.\u00a0 The recommended percentages are listed in the third column from the left while the actual percentages are found in the far right-hand column.\u00a0 As readers can see, SCHD is the ETF that will require additions over the next few months.<\/p>\n

\"Copernicus<\/p>\n

Copernicus Performance Data<\/strong><\/p>\n

Since 12\/31\/2021, or close to the launch of the Copernicus, this portfolio has far outperformed the S&P 500 (SPY) benchmark.\u00a0 Dollar cost averaging is the primary reason for the excellent performance.<\/p>\n

\"Copernicus<\/p>\n

Copernicus Risk Ratios<\/strong><\/p>\n

While the Copernicus has an excellent Internal Rate of Return (IRR) in recent months the Jensen Performance Index declined.\u00a0 This is yet another example as to how difficult it is to keep pace with the broad U.S. Equities market.<\/p>\n

The Copernicus is not exactly set up to weather the chaotic market anticipated over the next few years.\u00a0 Regardless, I will continue to stick to the original plan of only adding to the portfolio with the idea of never selling unless there is some emergence declared by the owner.<\/p>\n

\"Copernicus<\/p>\n

Comments are always welcome.\u00a0 Send the https:\/\/itawealth.com link to your friends and relatives.\u00a0 This blog is free to all who register as a Guest.<\/p>\n

(Visited 9 times, 1 visits today)<\/p>\n

\n

Like this:<\/h3>\n

Like<\/span><\/span> Loading…<\/span><\/p>\n

<\/div>\n

\n
\n
\n

Discover more from ITA Wealth Management<\/h3>\n

Subscribe to get the latest posts sent to your email.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Spring brings color. With this portfolio review of the Copernicus comes a few adjustments.\u00a0 I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each.\u00a0 No plans are in the works to sell off any securities that are over target.\u00a0 Instead, new cash and dividends will be used […]<\/p>\n","protected":false},"author":1,"featured_media":165210,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[20187,7095,9162,3749],"dealstore":[],"offerexpiration":[],"class_list":["post-165209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-copernicus","tag-march","tag-portfolio","tag-review"],"yoast_head":"\nCopernicus Portfolio Review: 28 March 2025 - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=165209\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Copernicus Portfolio Review: 28 March 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Spring brings color. With this portfolio review of the Copernicus comes a few adjustments.\u00a0 I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each.\u00a0 No plans are in the works to sell off any securities that are over target.\u00a0 Instead, new cash and dividends will be used […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=165209\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-30T20:40:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=165209#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=165209\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Copernicus Portfolio Review: 28 March 2025\",\"datePublished\":\"2025-03-30T20:40:58+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=165209\"},\"wordCount\":301,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=165209#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg\",\"keywords\":[\"Copernicus\",\"March\",\"Portfolio\",\"review\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=165209#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=165209\",\"url\":\"https:\/\/fivemor.com\/?p=165209\",\"name\":\"Copernicus Portfolio Review: 28 March 2025 - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=165209#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=165209#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg\",\"datePublished\":\"2025-03-30T20:40:58+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=165209#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=165209\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=165209#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg\",\"width\":2000,\"height\":1500},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=165209#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Copernicus Portfolio Review: 28 March 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fivemor.com\/#website\",\"url\":\"https:\/\/fivemor.com\/\",\"name\":\"Som2ny Network\",\"description\":\"Daily Deals\",\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fivemor.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/fivemor.com\/#organization\",\"name\":\"Som2ny Network\",\"url\":\"https:\/\/fivemor.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"width\":300,\"height\":86,\"caption\":\"Som2ny Network\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/fivemor.com\"],\"url\":\"https:\/\/fivemor.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Copernicus Portfolio Review: 28 March 2025 - Som2ny Network","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fivemor.com\/?p=165209","og_locale":"en_US","og_type":"article","og_title":"Copernicus Portfolio Review: 28 March 2025 - Som2ny Network","og_description":"Spring brings color. With this portfolio review of the Copernicus comes a few adjustments.\u00a0 I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each.\u00a0 No plans are in the works to sell off any securities that are over target.\u00a0 Instead, new cash and dividends will be used […]","og_url":"https:\/\/fivemor.com\/?p=165209","og_site_name":"Som2ny Network","article_published_time":"2025-03-30T20:40:58+00:00","og_image":[{"width":2000,"height":1500,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/fivemor.com\/?p=165209#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=165209"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"Copernicus Portfolio Review: 28 March 2025","datePublished":"2025-03-30T20:40:58+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=165209"},"wordCount":301,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=165209#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg","keywords":["Copernicus","March","Portfolio","review"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=165209#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=165209","url":"https:\/\/fivemor.com\/?p=165209","name":"Copernicus Portfolio Review: 28 March 2025 - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=165209#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=165209#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg","datePublished":"2025-03-30T20:40:58+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=165209#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=165209"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=165209#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Columbine-66.2.jpg","width":2000,"height":1500},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=165209#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"Copernicus Portfolio Review: 28 March 2025"}]},{"@type":"WebSite","@id":"https:\/\/fivemor.com\/#website","url":"https:\/\/fivemor.com\/","name":"Som2ny Network","description":"Daily Deals","publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/fivemor.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/fivemor.com\/#organization","name":"Som2ny Network","url":"https:\/\/fivemor.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","width":300,"height":86,"caption":"Som2ny Network"},"image":{"@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","caption":"admin"},"sameAs":["https:\/\/fivemor.com"],"url":"https:\/\/fivemor.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/165209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=165209"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/165209\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/165210"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=165209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=165209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=165209"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=165209"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=165209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}