Copernicus Portfolio Review: August 1, 2025 | ITA Wealth Management

I push the Copernicus review prior to schedule, because I want to see what damage or impact of Friday’s sale on this stock -oriented portfolio. Low unemployment numbers and the upcoming rates are shooting the US stock market. I expect this to take place next week. Political uncertainty, threats for institutions and the general lack of leadership will not arrange the stock and bond markets.

Instead of making predictions, I will continue to try to follow the numbers. At the moment the bullish percentage of indicator percentages tell us that this is one average Or reasonably appreciated market. That can change this, but we have to wait to see if the market is stabilizing.

Copernicus Security Holdings

Below are the current companies for the Copernicus. If the market is falling next week, I will sell and invest shares of SHV and invest in VOO. In recent years, the Copernicus has performed very well by adding shares from VOO to market dips.

Copernicus performance data

Since 31/12/2021, the Copernicus has performed all potential benchmarks better with a broad margin. This is a classic example of dollar cost average, because many shares were purchased when the market was dumps in the 2022.

Copernicus Risk Traditions

Note the figures for July 2025, not Augustus, because one day does not make a trend.

• Sortino ratio has risen from June to July. This indicates that the portfolio is more valuable.
• The Jensen Performance Index has risen and this is the most important of the four risk measurement.
• The Treynor ratio is higher, but not so important.
• The increase in information ratio is quite important because it indicates that the Copernicus has collected the land above the benchmark.

In a few months, the slope of the Jensen should become positive.

Comments are always welcome.

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Buffett Indicator & Shiller PE ratio

Copernicus Portfolio Review: February 24, 2025

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