Topic

Reg rebalance email for Composite Portfolios

Hi - i saw the statement taht

Asset Allocation Composite based portfolios are rebalanced at the end of a month.
In the email that i got today, only the Composite Global Risk assets and Composite Style ETFs portfolios were featured. Could you clarify about the others? Thanks

rptrader1 asked · 12/01/2020
Re.
  • #1
  • Most portfolios should have be rebalanced by the month end or first day of a month. Some advanced ones might have their own timing. Can you email us the portfolios in question? Thanks
    Admin · 12/02/2020 13:16:07
  • #2
  • Hi _ i got only 1 email which had the following 2 composite portfolios - Global Risk Assets and Style ETFs. I need for: 1. Composite Fidelity Select Funds 2. Composite ARK ETFs 3. Composite Factor ETFs 4. Composite Industry ETFs (I added this recently) 5. Momentum Market VFINX
    rptrader1 · 12/02/2020 13:51:05
  • #3
  • We had a problem in our recent rebalance email. The best way now is to look at these portfolios on your dashboard and see the latest holdings. You can also find their historical holdings on the detailed portfolio page. 
    Admin · 12/02/2020 13:59:36
  • #4
  • ok Thanks
    rptrader1 · 12/03/2020 14:46:30
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