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Jim Dean

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Posts: 1059

Joined: 10/11/2012
Location: L'ville, GA

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Subject : RE: How Omnivest Works
Posted : 5/10/2014 10:23 AM
Post #30496 - In reply to #30495

P.S:
I tried to present the description as I understand how OV is "supposed" to work, at least as originally envisioned. I am unclear, myself, on many of the algebraic magic that occurs to determine allocations and sizing ... and that all is CHANGING soon with the mod's to how Port's work, and a bit later, to some degree, with the tighter integration of TP.

So, I tried to keep my explanations fairly general. Note that I said it's best to think of the strat alloc %'s as "sort of weights" and did not try to focus too much on it. I didn't talk much at all about Port alloc's since that will all be changing, too. I tried to sidestep the original question by deferring it till OV3 was in place ... to some degree, right now, this stuff not fully understood (ie guessed-at) by most of us.

[Edited by Jim Dean on 5/10/2014 11:56 AM]

Deleting message 30496 : RE: How Omnivest Works


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