when and where do we see trades?

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  • #80626
    Brad Marshall
    Participant

    when and where do we see the trades for portfolios?

    #80628

    Allocations for your portfolio are emailed to you the morning after the last trading day of each month. You can also look online at any portfolio or strategy and scroll down to Allocations to see current allocations. You can also enter your account value and it will calculate the shares to buy for each allocation.

    #80629
    Brad Marshall
    Participant

    So, if we want to follow the core portfolios, we need to look daily and change allocations on our end? The trades for core portfolios are not published anywhere?

    #80631

    The portfolio allocations only update at the beginning of each month, which is when you would make your trades. There is no need to track them daily.

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