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A HYP shopping list?

For discussion of the practicalities of setting up and operating income-portfolios which follow the HYP Group Guidelines. READ Guidelines before posting
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Arborbridge
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Re: A HYP shopping list?

#41231

Postby Arborbridge » March 25th, 2017, 8:32 am

They have three things to do, first rebalance as required, second dispose of any unwanted holdings and finally buy any new holdings.


I'm not sure how long these things take for institutions (Rob?) but given that the changes so far seem to be small to non existent, it could be quite quickly done. For example, if their description of rebalancing on the third friday of the month (quaterly) means they make the decision on Friday morning, it may only take a couple of days to come into effect. It's possible that my snapshot about a week later could include the changes - which is why I waited thatperiod of time.

However, I will check again in the near future.

JMN2
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Re: A HYP shopping list?

#41260

Postby JMN2 » March 25th, 2017, 11:41 am

I wonder when they start rebalancing if their execution desk actually works the order, in which case it could take some time.


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