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Diamondjag
Posts: 123
Joined: 10/11/2012
Location: Brighton, Co.
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In going through the OmniVest Strategy Library I noticed that each Strategy has an individual "Allocation" percentage. Some are 5%, some 10%, some 15%.
I see how you can input an allocation when you create a strategy by running Strategy Lab. Is there any way to modify the individual Strategy allocation on current Strategies or do you just have to create a new strategy and input a new number when you build it?
Thanks
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Barry Cohen
Posts: 1844
Joined: 10/11/2012
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The individual strategy allocation is only set when the strategy is created. It can't be modified.
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Mark Holstius
Posts: 744
Joined: 10/11/2012
Location: Sleepy Hollow, IL
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Good evening David,
Barry's certainly correct, but after you put a Strategy in a Portfolio you can modify the Allocation it will use for trading in that Portfolio...
Mark
 Attached file : Strategy Allocations In a Portfolio.png (62KB - 417 downloads)
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Diamondjag
Posts: 123
Joined: 10/11/2012
Location: Brighton, Co.
User Profile |
Barry, Thanks for the reply. Pretty much figured that would be the case.
Mark, Also appreciate your reply. In my research I had also printed out your excellent post on 8/3/2016 "Portfolio Setting Calculations Spreadsheet". Big help, Thanks.
Dave
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