Hi, Is it possible to get previous issues of the model portfolio reports? Thanks

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Asked on June 28, 2023 1:12 pm
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Hi Dan, Just a reminder for the reports. Regards. Jean

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Posted by Jean Roberge
Answered on July 10, 2023 11:53 am
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Hey there Jean. I will get you these on Tuesday. If I forget, just drop a comment on here reminding me.

Have a great long weekend.

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Posted by Dan Kent
Answered on June 30, 2023 5:39 pm
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Thanks for the answer. I would like to get the January 2023 detailed reports to see the evolution of the model portfolios in the first half of 2023 before I make any decisions regarding my own investment.

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Posted by Jean Roberge
Answered on June 29, 2023 6:27 am
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Hi there. Typically what is done is the old one is simply replaced in our new database by the old. As such, there is no way we can get the older files.

I may be able to go onto Ycharts though and backdate the portfolio itself and get you historical holdings. Is there anything in particular you're looking for.

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Posted by Dan Kent
Answered on June 28, 2023 3:10 pm