Dan, i just signed up for ETF insights to gain more knowledge in that area.

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Looking at your portfolio, I see very few ETF funds. For example, I enjoyed the XIT report which you said you owned, yet it is not on your portfolio.

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Asked on June 26, 2024 6:16 pm
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Sounds good Dan, that is what I thought you might say having launched this platform.

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Posted by trevor thompson
Answered on June 27, 2024 6:28 am
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Hey there! Thank you for spotting this with XIT, I agree I could have worded it better. I imagine you're referring to this:

"I would consider Constellation the best blue-chip technology stock in the country.
Because of this, as an owner of XIT, I wouldn't necessarily be concerned that it makes up
more than 25% of the portfolio."

When I say "as an owner of XIT" I'm more so referring to if you're an owner, or owners of XIT. But, can totally see how it would get misinterpreted.

As to ETFs in my portfolio, I own a portfolio of individual stocks. However, I'm heavily considering building an ETF portfolio out for this platform that would involve real money from me and creating a bit of a model portfolio.

This platform is very much in its infancy and if anyone has stuck around for the 6-7 years we've been running Premium, feature additions will come at a rapid pace.

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Posted by Dan Kent
Answered on June 26, 2024 6:58 pm