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With the new website, how do I view the asset allocations for my combined portfolio so I can re-balance? For instance, if I have a various weightings in the different strategies I’d like to see the total I need to have invested in TLT, SPY, GLD, ZIV etc etc.
The button that says “By Stock/ETF” is not doing it. It changes the view slightly from the “By Strategy” but I’m not seeing the individual ETFs.
I was a little concerned with ZIV not trading and various people saying it was going to be de-listed. I have to admit these were on sites I’d be better off not reading!
Thanks Alex for the perspective to counter my reality check.
I signed up about 5 weeks ago and structured my portfolio based on the “max 15% Max vol” radio button. My year to date return is now a staggering -8.60%…oh well, never mind. I only hope it doesn’t get too much worse. I’m lamenting my poor timing.
[quote quote=49716]Thanks, fixed!
[/quote]Is it?
Why do the weights in your picture, for the USSECT sum only to 80%?
Is this the reason the total portfolio is less than 100%???
[quote quote=49705]The description and price of UGLD was not properly populated, that’s fixed now, sorry for the glitch. MYRS is 80% ZIV, 8% TMF and 12% UGLD, but the table moved due to missing UGLD description.
[/quote]Thanks Alex.
Here’s something else.
For the “custom portfolio” any selection for “US Sector” is not being included or shown in the “Consolidated Allocations” section of the page.
Feb 1 2018, consolidated signals.
I’m new and I’m struggling with the signals for 1 Feb. I’m using the “Max 15% Volatility” radio button for the portfolio options and when the allocations populate the numbers seem a little screwed up. UGLD doesn’t have a “Symbol Name” , Price or quantity plus the total for the portfolio doesn’t sum to what it should. I also noticed that the allocations for MYRS strategy don’t total 100%, ZIV is 80%, UGLD is 2.83% and TMF is 8.0%…that’s close to 91%…where’s the rest go?
AM I missing something?
