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This topic has been viewed 219 times and has 4 replies
michal1234
all the remaining cash invested

I would like to run a simulation that invests all the remaining cash. For instance if I set the number of positions to 20 stocks but the trading system during rebalancing only allows 15 stocks, I'd like to have all the remaining cash invested in those 15 stocks. Is it possible?

Feb 21, 2022 3:57:31 PM       
yuvaltaylor
Re: all the remaining cash invested

Yes. In the rebalance tab, select "Formula Weight" as your sizing method. In the "position weight formula" box put "1" (or any other formula you want to use for weighting). At the bottom of the page, click on "Automatically adjust new transactions to remain at 100% invested."

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Feb 21, 2022 4:03:54 PM       
yuvaltaylor
Re: all the remaining cash invested

You do need to have an "Ultimate" membership to use this feature . . . I don't believe there's a way to invest the remaining cash in a simulation without it.

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Feb 22, 2022 10:59:27 AM       
Edit 1 times, last edit by yuvaltaylor at Feb 22, 2022 10:59:56 AM
michal1234
Re: all the remaining cash invested

thank you!

Feb 22, 2022 11:56:12 AM       
geov
Re: all the remaining cash invested

If you have a market timer in the rules you can get numerous periods when the model goes to cash, like the one below.

Attachment zero cash invested.png (384451 bytes) (Download count: 35)


Feb 22, 2022 12:23:27 PM