Home › Forums › Logical Invest Forum › Monthly Allocations ??
- This topic has 8 replies, 3 voices, and was last updated 4 years, 8 months ago by
Patrick @ Logical-Invest.
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- 05/30/2020 at 12:23 pm #78859
Robert Janson
ParticipantI signed up the other day and received an email overnight for monthly allocations but it says for 2020-05-01. Is this for last month or effective for June? Very confusing! I signed up for core portfolios only. If it is for June why does it say May 1 or will I get the June update over the weekend or on Monday?
05/30/2020 at 5:06 pm #78860Robert Janson
ParticipantIt now says June 1, so it corrected. One more question, when I click the link for the substitute portfolio with ETFs rather than individual stocks it takes me to the Moderate Risk portfolio rather than the conservative model??
05/30/2020 at 6:11 pm #78861Patrick @ Logical-Invest
KeymasterThere is only one alternate portfolio available that does not include any of the strategies that invest in individual stocks. You can always modify it using the Portfolio Builder or Portfolio Optimizer to align with your own risk/reward profile.
05/30/2020 at 9:33 pm #78866Robert Janson
ParticipantUnderstand but you can not do that with the basic subscription rate correct?
05/31/2020 at 12:22 pm #78883Patrick @ Logical-Invest
KeymasterCorrect. Creating a custom portfolio does require the All Portfolios subscription.
05/31/2020 at 12:43 pm #78885Robert Janson
ParticipantWhy does the moderate core tell me I need to upgrade to see the ETF version. It is my understanding that you get access to all the core portfolios with the core subscription?
06/01/2020 at 11:31 pm #78925Robert Janson
ParticipantCan I get an answer please!
06/02/2020 at 5:00 am #78928Vangelis
KeymasterYou should be able to see all three Core portfolios including the Moderate one. If this persists I can reset you account but please use our form
https://logical-invest.com/app/help.php06/02/2020 at 8:20 pm #78947Patrick @ Logical-Invest
KeymasterRobert, I have enabled your access to the Moderate 401 portfolio.
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