Additional FAQs

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Differences in Model Portfolio Returns vs. “Portfolio Holdings” Excel Templates Returns

The Model Portfolio Returns can be calculated using periodic rebalancing for returns (monthly, quarterly, annual or never) whereas the “Portfolio Holdings” excel templates use a total weighted average of all holdings in the portfolio. This will cause a difference in returns in time frames.

For example, if you wanted a 5 year total return of a monthly rebalanced portfolio, the “Portfolio Holdings” excel templates will take the weighted average of the 5 year total return for all holdings included in the portfolio. Model Portfolios, on the other hand, will take the weighted average monthly returns of the holdings over the same time frame to then calculate the 5 year total return of the portfolio

What does the error message “A Model Portfolio cannot use a comparable security as its own benchmark” mean?

When changing a Model Portfolfio’s benchmark you may encounter the following error on the Editor page: “A Model Portfolio cannot use a comparable security as its own benchmark”. This means one of the comparables you’ve added on the Performance tab inside of your portfolio is the same security as the benchmark. To fix this, simply return to your portfolio, go to the Performance tab and Edit Comparables to remove/replace the conflicting security.

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