Copernicus Portfolio Overview: November 14, 2025 | ITA Asset Management

As you browse through this update from Copernicus, don’t miss listening to the video at the bottom of the page. There are other YouTube videos that also explain the seven stages that precede a major market decline. Since Copernicus is an all-stock portfolio, how should one prepare this account for a likely market crash?

I have implemented Trailing Stop Loss Orders for the equity positions and Copernicus currently holds almost 75% of the portfolio in Short Term Bonds (SHV).

Copernicus Security Holdings

Below you will find the current holdings for Copernicus. Trailing Stop Loss Orders (TSLOs) are in effect for SCHD, VOO and VYM. The limit orders range from 3% to 5%.

Copernicus performance data

Since December 31, 2021, Copernicus has comfortably outperformed all benchmarks. This type of performance is unlikely to continue as I move towards very conservative asset allocation positions. Should the market trend go down, Copernicus is in an excellent position to perform very well. An upward market will cause this portfolio to be stunted or limited in growth potential.

Copernicus risk ratios

Looking over the past year, the four risk measures are higher today than they were a year ago, but not near the highs of the year. Until we see a market correction, the Copernicus will likely underperform the AOR benchmark. This is the price I am willing to pay with this portfolio to protect capital.

Take the time to listen to the video below.

(visited 17 times, 1 visit today)