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Just wanted to ask 2 questions regarding portofolios. 1 – in the past we could see the data or updates (buy/sells) that you guys are making within the portfolio. Can we still view that data now that it’s through YCharts? Also, i noticed on one of the portfolios that only 70% was allocated to CAD equities, 20% were to US and 10% to International. Is that date available to view as well, and is that 30% performance taken into the performance charts are only the 70% Canadian equities?

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Asked on March 7, 2021 12:29 pm
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Hey there. We are building something out in terms of historical transactions. It will likely be accompanied with a Word file that details this.

Secondly, the data on the equity allocation is available. Have a read of the "Basic Info" page of the portfolio and you'll find it!

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Posted by Dan Kent
Answered on March 7, 2021 1:03 pm
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