Monthly Allocations ??

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  • #78859
    Robert Janson
    Participant

    I 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?

    #78860
    Robert Janson
    Participant

    It 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??

    #78861
    Patrick
    Keymaster

    There 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.

    #78866
    Robert Janson
    Participant

    Understand but you can not do that with the basic subscription rate correct?

    #78883
    Patrick
    Keymaster

    Correct. Creating a custom portfolio does require the All Portfolios subscription.

    #78885
    Robert Janson
    Participant

    Why 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?

    #78925
    Robert Janson
    Participant

    Can I get an answer please!

    #78928
    Vangelis
    Keymaster

    You 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.php

    #78947
    Patrick
    Keymaster

    Robert, I have enabled your access to the Moderate 401 portfolio.

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