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.
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.