Regular Portfolio Rebalance Symbols

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asked Mar 20, 2018 09:24 AM by
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Hello Jin,

I just want to thank you initially for all the hard work you put into the site, the backend and your blog posts where I always learn something new.

I noticed when using the re-balance function under the regular portfolios the tickers CAPE, XEF.TO, and ZPR.TO are now there. I did my re-balance without using them and the numbers seem to correspond to what I would expect so I can only hazard a guess that there is a back end issue that is displaying these tickers and allowing them to be used.

Have a good day.


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answered Mar 20, 2018 09:53 AM by
Jin Won Choi gravatar image Administrator

Hi Nate,

You're seeing ZPR.TO and other tickers because they once formed part of the portfolios. Having them there helps those who still hold ZPR.TO. I know there's very few people who still hold them, but it doesn't hurt to have those tickers there either.


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Asked: Mar 20, 2018 09:24 AM

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Last updated: Mar 20 '18

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