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Mark Holstius

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Joined: 10/11/2012
Location: Sleepy Hollow, IL

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Subject : RE: Can Dynamic Portfolios Use Different Settings
Posted : 11/24/2014 3:15 PM
Post #34537 - In reply to #34536

Hi John... I agree, it's an important question.

I haven't tried saving a Dynamic Omni Portfolio (just learned from you it's possible), and I don't know of any changes to the previous precautions about using Dynamic Portfolios made with one set of Account Settings with different Account Settings.

I've been busy with family matters, and will be for another couple of weeks...

Maybe someone else can chime in?

Mark
Deleting message 34537 : RE: Can Dynamic Portfolios Use Different Settings


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