Adjust holdings historically in Model Portfolios
Planned
On rebalance day's especially, allow the holdings or target weights to be adjusted over time.
On rebalance day's especially, allow the holdings or target weights to be adjusted over time.
I like this idea
matthew.levy@raymondjames.ca ($3000)
matthew.levy@raymondjames.ca ($3000)
Requested by Alex BAartholomew of Bart and Co. - $12,500
Requested by Alex BAartholomew of Bart and Co. - $12,500
Requested by Kate Atwood at Solomon & Ludwin - $9,800
Requested by Kate Atwood at Solomon & Ludwin - $9,800
Requested by Connor Darrell at Valley National Advisors - $9,600
Requested by Connor Darrell at Valley National Advisors - $9,600
Requested by Curtis Bell at RBC - $2,700
Requested by Curtis Bell at RBC - $2,700
Requested by MainStreet Advisors $40k
Requested by MainStreet Advisors $40k
Requested by Huber Financial $13k
Requested by Huber Financial $13k
Replies have been locked on this page!