{"id":232409,"date":"2025-05-09T09:08:13","date_gmt":"2025-05-09T09:08:13","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/copernicus-portfolio-review-5-may-2025\/"},"modified":"2025-05-09T09:08:13","modified_gmt":"2025-05-09T09:08:13","slug":"copernicus-portfolio-review-5-may-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=232409","title":{"rendered":"Copernicus Portfolio Review: 5 May 2025"},"content":{"rendered":"


\n<\/p>\n

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

White Dogwood<\/em><\/p>\n<\/div>\n

As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.\u00a0 As long-time reader know, the Copernicus is an equities only portfolio.\u00a0 The management model is to save and purchase S&P 500 ETFs.\u00a0 Based on the current administration generated chaos I am moving toward a more conservative model.\u00a0 I am keeping tabs on the Buffett Indicator and the Shiller PE Ratio.\u00a0 Both are near historical (1999-2000) highs.<\/p>\n

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

Note the changes in the Strategic or Max AA column.\u00a0 TSLOs are in place to sell all shares of ESGV, SPY, and VTI.\u00a0 If and when any of these three ETFs are sold I will invest the cash in SHV.\u00a0 Buffett made similar moves with his 300 billion plus cash holdings.<\/p>\n

\"Copernicus<\/p>\n

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

Since 12\/31\/2021 the Copernicus holds a commanding lead over the SPY benchmark.\u00a0 I want to maintain this lead, and perhaps grow it, in anticipation of a market downturn.<\/p>\n

\"Copernicus<\/p>\n

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

In the early part of 2024 the Jensen Alpha was extremely high.\u00a0 That ratio is slowly returning to earth, although it did make some recent gains.<\/p>\n

\"Copernicus<\/p>\n

\u00a0<\/p>\n

(Visited 15 times, 3 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":"

White Dogwood As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.\u00a0 As long-time reader know, the Copernicus is an equities only portfolio.\u00a0 The management model is to save and purchase S&P 500 ETFs.\u00a0 Based on the current administration generated chaos I am moving toward a more conservative model.\u00a0 […]<\/p>\n","protected":false},"author":1,"featured_media":232410,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[20187,9162,3749],"dealstore":[],"offerexpiration":[],"class_list":["post-232409","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-copernicus","tag-portfolio","tag-review"],"yoast_head":"\nCopernicus Portfolio Review: 5 May 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=232409\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Copernicus Portfolio Review: 5 May 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"White Dogwood As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.\u00a0 As long-time reader know, the Copernicus is an equities only portfolio.\u00a0 The management model is to save and purchase S&P 500 ETFs.\u00a0 Based on the current administration generated chaos I am moving toward a more conservative model.\u00a0 […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=232409\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-09T09:08:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1604\" \/>\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=232409#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=232409\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Copernicus Portfolio Review: 5 May 2025\",\"datePublished\":\"2025-05-09T09:08:13+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=232409\"},\"wordCount\":217,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=232409#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg\",\"keywords\":[\"Copernicus\",\"Portfolio\",\"review\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=232409#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=232409\",\"url\":\"https:\/\/fivemor.com\/?p=232409\",\"name\":\"Copernicus Portfolio Review: 5 May 2025 - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=232409#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=232409#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg\",\"datePublished\":\"2025-05-09T09:08:13+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=232409#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=232409\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=232409#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg\",\"width\":2000,\"height\":1604},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=232409#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Copernicus Portfolio Review: 5 May 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: 5 May 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=232409","og_locale":"en_US","og_type":"article","og_title":"Copernicus Portfolio Review: 5 May 2025 - Som2ny Network","og_description":"White Dogwood As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.\u00a0 As long-time reader know, the Copernicus is an equities only portfolio.\u00a0 The management model is to save and purchase S&P 500 ETFs.\u00a0 Based on the current administration generated chaos I am moving toward a more conservative model.\u00a0 […]","og_url":"https:\/\/fivemor.com\/?p=232409","og_site_name":"Som2ny Network","article_published_time":"2025-05-09T09:08:13+00:00","og_image":[{"width":2000,"height":1604,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.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=232409#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=232409"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"Copernicus Portfolio Review: 5 May 2025","datePublished":"2025-05-09T09:08:13+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=232409"},"wordCount":217,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=232409#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg","keywords":["Copernicus","Portfolio","review"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=232409#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=232409","url":"https:\/\/fivemor.com\/?p=232409","name":"Copernicus Portfolio Review: 5 May 2025 - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=232409#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=232409#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg","datePublished":"2025-05-09T09:08:13+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=232409#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=232409"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=232409#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Arneson-Gardens-6.jpg","width":2000,"height":1604},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=232409#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"Copernicus Portfolio Review: 5 May 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\/232409","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=232409"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/232409\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/232410"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=232409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=232409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=232409"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=232409"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=232409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}