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Two questions

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David10 августа 24 г. | Опубликовано в Помощь

1) This portfolio has always had these stocks? you don't make any changes? (if you made any change when was it?)

https://portfolioslab.com/portfolio/dividend-paying-portfolio

2) Why are the YTD returns so exaggerated when in fact they don't carry those returns during the year?

https://portfolioslab.com/screener/etf

e.g. SPX5.L says 126% YTD and it doesn't carry that, same with many others.

Thank you very much

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Dmitry Shevchenko20 августа 24 г.

We do not track changes to portfolios, but the one you mentioned doesn’t seem to have had any recent changes.

Regarding SPX5.L, yes, the data does seem off, thanks for pointing that out. I've contacted our data provider to get it fixed on their end. It looks like the price was incorrectly adjusted for dividends. The stock trades in pounds, but the dividends are accounted for in pence, hence the huge jumps on the chart.



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