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Frequently asked questions and other supporting information

Investing with Us
Why does my portfolio not have exactly the same weightings as the model?

You may notice your portfolio will not hold the stocks to the exact same weight as the model. Holdings may be marginally out for example a stock may be 4.2% rather than 4.6%. This is due to the practicality of buying stock. We cannot buy a fraction of a stock and depending on the dollar size of your portfolio this could lead to it not being 100% on the model. Our minimum transaction size can cause the portfolio to not run exactly to the model as well.

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