Why does the portfolio update date change every day, even if I don't make any changes, please?

Can it do this when I open my portfolio to see what it looks like, so that PortfoliosLab automatically updates the current day as if a change has been made?

Thank you in advance for clarifying this behavior.

With Best Regards,

Jan Vokurka

Hello,

Is there way to enhance the portfolio rebalancing tool to look at other factors beside time ? It would be nice to see rebalancing guidelines based on time and also portfolio weights. If there's a stock holding that is at a 5% holding, and it decreases to 2%, then there's an automatic rebalancing based on that vs. waiting for the time component to be that trigger. Other ideas that would be cool, is portfolio rebalancing factors based on time, weight/size, and some technical indicators for trend following portfolios. An example would be by default rebalance the portfolios weights quarterly (time), also if something deviates from it's static allocation of 10% by (+/-10% ,25%, 50% or whatever variable here based on a percentage) or a fixed number where the static allocation is at 10% and if it deviates by 2% or more in either direction, rebalance the portfolio. The technical indicators would just be other factors to consider and they can be simple (20,50,100,200 MA's). Same concept just a different trigger, if a static weight of an asset is 10% and it crosses below its 50day MA then reduce it to 5%. Just something to consider in enhancing the tool.

Thanks

R

The PortfoliosLab Trends Portfolio has been rebalanced today. Every three months, we analyze all user portfolios on PortfoliosLab, select the top 10 symbols that make up those portfolios, and weigh them by popularity.

In this update, the Invesco QQQ ETF has been newly added with a weight of 7.33%. The Schwab US Dividend Equity ETF has been removed; it previously held a weight of 6.95%.

Other noteworthy changes include a drop in the Vanguard Total Stock Market ETF popularity from 11.35% to 10.62% and a rise in the iShares Core S&P Mid-Cap ETF from 11.87% to 12.42%. But overall, the portfolio remains stable, with other changes in it being relatively minor.

Previous allocation

New allocation

The portfolio remains heavily weighted in technology, with symbols like AAPL, MSFT, and NVDA, which suggests a generally bullish sentiment on the tech sector. The addition of QQQ, which tracks the NASDAQ-100 Index, further reinforces this focus. The removal of SCHD could signal a shift away from dividend-yielding stocks towards growth or sector-specific assets.

Stay tuned for our next rebalancing update in three months to see how market trends continue to influence this unique portfolio.