Edit Portfolio Cash Amount
Align to Demonstration Portfolios
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Proposal group split
This tool allows you to easily keep your own portfolio aligned with Saltydog’s Tugboat and Ocean Liner demonstration portfolios. It does not place the trades for you, rather it shows you the trades you would need to do in order to match to our current portfolio. It also allows you to split your portfolios between the 2 different SDI portfolios and shows you in easy to follow steps the trades you need to do.Disclaimer
Before using this feature there are a couple of things that you need to know.
It has been designed to make it easy for you understand which Saltydog 'Groups' your current portfolio is invested in, and it allows you to easily compare your holdings with those in our demonstration portfolios.
The fact that it can help you align your portfolio with our demonstration portfolios does not mean that we recommend that you do so. Our portfolios show how we invest our money – how you invest yours should be determined by your financial situation, objectives, and needs. Before making any investment decisions you should consider seeking professional financial advice.
You cannot make any financial transactions directly from this site – to buy and sell funds you will need to use a broker or fund supermarket.
Saltydog Investor Ltd is not authorised or regulated by the Financial Conduct Authority, and does not provide financial advice.
Neither Saltydog nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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Past performance is no guarantee of future results.
The information contained herein is proprietary to Saltydog Investor Ltd. It is not warranted to be accurate, complete or timely. It may not be copied, distributed or combined with other 3rd party data without prior written consent. Neither Saltydog nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Funds invest in shares, bonds, and other financial instruments and are by their nature speculative and can be volatile. You should never invest more than you can safely afford to lose. Information in the Saltydog Investor Newsletter is for general information only and not intended to be relied upon by readers in making (or not making) specific investment decisions. Appropriate independent advice should be obtained before making any such decisions. Saltydog Investor Ltd and its staff do not accept liability for any loss suffered by readers as a result of any such decisions.
The tables and graphs are derived from data supplied by Morningstar, Inc. All rights Reserved.
Saltydog Investor Ltd is not authorised or regulated by the Financial Conduct Authority, and does not provide financial advice. Any information you use, or guidance you follow, is entirely at your own risk.
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