Confusing portfolio change

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  • #80044
    Nelson Brady
    Participant

    I had set “My Portfolio” to be one of the canned strategies (I think the 2X leveraged US but not certain). However now it does not match any of them. If I set a strategy to match a canned one does it capture the % allocations but not the name so if the canned one changes it does not affect mine?

    #80045
    Alexander Horn
    Keymaster

    Hi Nelson,

    we’re aware that the changes in the defalt strategies have caused some confusions, we did these in response to several requests and in a best effort, but finally recognize we thereby affected other subscribers who were just fine with the previous.

    To your question:

    1) If you subscribe to one of the default portfolio with the “set as my portfolio” option [star icon], then any change we do in the strategy allocations (as last months) will be reflected also in your portfolio. So it’s like a “clone”.

    2) If you choose to build or optimize a custom portfolio, or use “modify as my portfolio” [pencil icon] then the allocations chosen by you will not be changed – they are not linked to any of the default portfolios.

    In your case it seems that you’ve build a custom portfolio (2), so there should not be any change. Pls send me an email if you need any help with this portfolio: alex at logical-invest.com

    We really think the default portfolios as a starting point for building custom portfolios, rather then “off the shelf” solutions, this was also the motivation to recap the process in this post: Creating a custom portfolio

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