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  • iSector will match what is on your Asset Allocation Model iGreen up arrow means you are much above the Goal In Your Asset Alloc Model (over-weighted) Red down means you are below.(under-weighted) iMarket value of this position now iYour Value Above or Below cost basis. The percentage of Gain or Loss on this position iPercentage of this one Position of the total market Value of the portfolio
  • iSector will match what is on your Asset Allocation Model iGreen up arrow means you are much above the Goal In Your Asset Alloc Model (over-weighted) Red down means you are below.(under-weighted) iMarket value of this position now iYour Value Above or Below cost basis. The percentage of Gain or Loss on this position iPercentage of this one Position of the total market Value of the portfolio

    • Changing the plan will require you to set up the sectors again

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