- RichardModerator10/01/2017 at 9:54 amPost count: 22
Using the on line Signals Consolidation tool for monthly re-balancing today, I find that the allocation table columns are no longer sortable. Of course, the CSV download file can be sorted, but previously I found the ability to sort columns in the tool itself helpful and would like to see that feature enabled once again.
- AatiParticipant10/05/2017 at 12:45 pmPost count: 5
If I want to get the allocations for the Portfolio, MaxDD below 15%. Do I do get it online using the Consolidated Tool or do it by using the Excel sheet. I did it both ways and got a variance the Online tool says to purchase 10 shares of MDY (4.6%) , whereas the Excel sheet says to purchase 11 shares (5%).
Also on the LI website, under the Members area, when i click on Strategy Signals, I land on a page with all the strategies and their allocations, and it has two columns which show Entry and Exit dates. The Exit date says 10/5/2017, which is today’s date, I am not understanding this. Is this the date you Exit out of the strategy?
- VangelisModerator10/05/2017 at 3:21 pmPost count: 125
LI strategies trade monthly, in the beginning and end of the month. The only exception is MYRS that trades every 2 weeks. The exit day of the current month does not refer to when you should exit but rather it is today’s date (or the last day that we have updated data) so that we can keep track of performance from the last day of last month – to current day (month-to-date performance). Every time we update data the exit day will move to the current day, until we close the month. You should trade on or after the first of the month.
I hope I did not confuse you more…
I will let Alex respond about his baby, the portfolio builder 🙂
- AatiParticipant10/05/2017 at 11:10 pmPost count: 5
Thanks for clearing my confusion about the exit date. I have been reading up on various strategies and articles from the Academy. Did learn quite a bit from Morpeus, but I am leaning towards MaxDD<15%.
My question with regards to the Allocations is primarily, should I use the online tools from the Members Area or the downloadable Excel files?
Alex has been helping me answer questions via email.
- Alexander HornKeymaster10/05/2017 at 11:27 pmPost count: 306
Hi Aati, night shift is mine, so let me jump in. We´re offering both the offline and online tools as our followers have different preferences, finally up to you to choose which you prefer.
The Excel tool comes with close prices from month-end – if you do not update them, while the online tool queries realtime prices once an hour, this explains smaller differences in shares.
- daniel mortonParticipant10/15/2017 at 9:37 pmPost count: 13
- Alexander HornKeymaster10/15/2017 at 9:51 pmPost count: 306
Hi Daniel, Yahoo reports a 3/1 share split on Oct 6, so this explains the difference. See here: https://finance.yahoo.com/quote/ISRG/history?p=ISRG, now prices are already back-adjusted.
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