Model Portfolios

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Hi,

Are you planning to release new Model Portfolios? As a new client, it would be great to start with new ones when they are released instead of using the current portfolios where the market values are much higher now.

Thank you!

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Asked on October 14, 2020 6:48 pm
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Private answer

Hi there,

It is something we have considered. If you have a specific recommendation for a particular type of model portfolio, please let us know. Since we have started, we have added MANY new features and always welcome suggestions.

Of note, we rebalance our model portfolios every 6 months - so we drop and add new positions twice yearly. These are built with a long-term view, so even though they have had nice gains thus far, the expectation is that they will continue to do quite well. If we don't think the stock has further upside potential, we will remove it and replace it with a new stock that we believe has better potential.

Mat

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Posted by Mathieu Litalien
Answered on October 15, 2020 4:37 am