How Often do you Update Model Porfolios

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Great Service ! I am a new subscriber. I was wondering how often you update the Model Portfolios !

I am an aggressive Gen-Xer !!!!

Thanks

Greg

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Asked on May 2, 2020 7:05 am
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Private answer

Hey there! We typically review the portfolios semi-annually, but thus far very little changes have been made besides some rebalancing from Shopify running up so much.

With the outperformance of every portfolio in relation to the TSX, it's tough to make many changes right now!

With that being said, you'll see a general portfolio overview and review in the near future.

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Posted by Dan Kent
Answered on May 2, 2020 9:25 am
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