Copernicus Portfolio Review: August 15, 2025 | ITA Wealth Management

De Copernicus follows Warren Buffett’s advice to invest the most important port of the portfolio in a cheap index fund that follows the S&P 500. In the past 3.7 years, this management approach has paid off very well, because readers will see so well. The owner of these portfolios adds a few dollars every month and with those dollars a share or two from VOO or a similar cheap index ETF.

Copernicus Security Holdings

Eighty percent of Copernicus is invested in American equity ETFs and the remaining 20% in lower volatile and income -oriented ETFs. That is at least the goal. The portfolio is currently tilted to shares.

The management style is absolutely passive and it only takes a few minutes a month to add a few shares for VOO or Spy when money becomes available. If there is insufficient cash to add shares, buy a few shares from SHV to increase income. The approach is fairly simple.

To keep it very easy, one can limit the posture to two ETFs, VOO and SHV.

Copernicus performance data

Since 31/12/2021, the Copernicus has performed better than, with a wide margin, all potential benchmarks, including the S&P 500 (Spy).

Copernicus Risk Traditions

How does the portfolio based on the style with high risk management perform? The Sortino ratio is holding, while the all important Jensen Alpha has been improving since last winter. Both the Treynor and information relationships are higher than a year ago, as one would expect, given the very strong US stock market.

Copernicus Portfolio Review: February 24, 2025

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