Portal update
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@PM3 said in Portal update:
and if the dummies in oil and gas ( and I would know ) can do it....anyone can
True
When I first went offshore all calculations were long hand and hsd to be telexed to the field partners as soon as the radio op was up at 0600 hrs
That shows you how long ago that was
Latterly everything was done and dusted by 00.30 automatically with a press of f9
Excel is great
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Hi,
The custodian file failed to upload. It happens from time to time. It will be fixed, Monday. Nothing to do with the rebalance.
Regards
Adam
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@Adam-Kay sorry to be a pain but would the rebalancing currently going on cause drops in portfolio values? I've seen a 2.5% drop overnight across various family holdings and I'm sure the market itself wasn't that bad over the weekend unless I've missed something. Thanks.
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Hello Xera,
It's the Palo Alto Stock split- I noticed it (valuations)earlier and needed to confirm why. It will impact IML/PHT. The custodian should have applied the new units. 2:1 split so the valuation as it stands is showing the new price with the old units-i.e 50% of its value. It will be fixed today. Apologies
Regards
Adam
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We've seen splits over half a dozen holdings over the past year or so. I've always informed them in advance and every time they've told us 'we know!' the last few, NVDA, SMCI etc all adjusted correctly. This one wasn't. Nothing we can do about it other than press for a resolution(fast). No one wants to see a 3% dip when there isn't one, more like 0.3%
Regards
Adam
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Hi Adam,
Apologies as I don’t know how I can send a direct message to you. Just trying to find more info on Intelligent money and Cobens direct. I am in need of withdrawing money but no one has responded to my emails. -
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Thanks. I did yesterday. Will wait or try to call. Thanks
