Once you set up a model portfolio, you can create houshold accounts and client accounts.
Each client account allows you to tag one model portfolio. If you would like more than one model
for one client account, you will have to set up a second client account with the same details and
assign another model to newly created client account.
Intrinsic value is a term used by value investors to understand the underlying value
of a stock. There are different measures and different approaches to determine the
intrinsic value. We use free cash flow model to determine the intrinsic value. In order
to obtain the intrinsic value, you must have hedge fund class.
Click on your email address on the top and select Your Profile. Click Contact us
and submit your inquiries or issues. We will respond to you usually within 2 business
hours. For more urgent matter, please call us at 1 604 628 7738.
Data returns might be different across platform because of the datasource.
We pull data from the premium sources and and we measure returns to 6 decimals if
available. Over a long period of time, the return figures might be different from one platform
to another as a result of daily compounding.