QUOTE(Klawo @ May 16 2019, 11:57 AM)
can i confirm if i set up 3 different risk profile then change all to the same %, it will all the same stocks?
example: List A is 36%, List B is 20%, list C is 6.5%. Change both List B and List C to 36%.
Will my List A, List B and List C have the same same exact same stock?
Yes. You can ask for them to consolidate into 1 portfolio to allow them to rebalance better. Otherwise all portfolios will have higher tracking errors if you don’t deposit into them often enough.example: List A is 36%, List B is 20%, list C is 6.5%. Change both List B and List C to 36%.
Will my List A, List B and List C have the same same exact same stock?
May 16 2019, 11:59 AM

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