- 11/20/2020 at 10:52 am #80626Brad MarshallParticipant
when and where do we see the trades for portfolios?11/20/2020 at 11:27 am #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.11/20/2020 at 11:30 am #80629Brad MarshallParticipant
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?11/20/2020 at 11:41 am #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.12/01/2020 at 6:04 am #80728Ivan FisherParticipant
Its 06:00am EST on 1st December but I don’t see any refreshed allocations on the web and I haven’t received an email either ( this also happened last month with email ) , so given the market opens in a few hours when can we expect to see the new allocations published ?
thanks12/01/2020 at 6:23 am #80729VangelisKeymaster
We are waiting for final data to be adjusted for dividends before we calculate and publish allocations. Should be in the next hour or so before NYSE opens.12/16/2020 at 7:25 am #80839appletParticipant
Is it a recommendation to do the re-balance on first day of the month? Or it isn’t that matter performance-wide, if I enter the trade during early days of the month?12/16/2020 at 11:41 am #80846
It does not make much difference if you rebalance in the first few days of month.
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