Core Portfolios

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  • #78789
    Robert Janson
    Participant

    I just signed up and am going to allocate a portion of my portfolio to the conservative core. I do not see any difference in the performance between by stock/ETF vs. by strategy. There must be some difference in performance?

    #78790

    A Portfolio is a collection of Strategies. The “By Stock” view is a consolidation of the individual holdings of each of the Strategies in the Portfolio. The “by Strategy” view is for informational purposes and the “By Stock” view is for executing your trades.

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