Copernicus is the last portfolio to be assessed before Christmas. The most important change is reducing ownership in VOO and shifting the percentage to RSP. The reason for this move is to reduce exposure to overvalued mega-cap stocks and increase exposure to mid- and small-cap stocks. The ‘all US Equity’ philosophy still applies.
The Copernicus remains a portfolio designed for young investors or investors with a horizon of ten to fifteen years – or longer.
Copernicus Portfolio
Below you will find the current holdings and new asset allocations for the Copernicus portfolio. Many of the ETFs are still out of balance as limit orders are placed to tap into available cash. I expect cash levels to be significantly reduced by the January update.
Copernicus recommendations for rebalancing
This morning I sold most of SHV to raise money to balance RSP or bring the stock closer to the target rate.
Limit orders have been set to buy more shares of RSP and VOO.
Copernicus performance data
As of 12/31/2021, Copernicus has significantly outperformed all tracked benchmarks, including the S&P 500 (SPY).
Copernicus risk ratios
Although the Jensen Alpha has not reached its high for the year, the current value is higher than last December. In fact, all risk measures are well above December 2024 values. With such high values, it will be difficult to maintain this pace of performance.
Comments are always welcome.
Copernicus Portfolio Overview: November 14, 2025
Copernicus Portfolio Update: December 14, 2025
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