Introducing Timeline's new Model Portfolio Centre
We’ve recently released our latest change to our Model Portfolio Centre. In this video we explain what these changes are and how to use it.
The biggest changes are that now when you go to the Advanced Settings, instead of seeing the “Portfolio” with the “Rebalance Strategy” and the “Withdrawal Strategy” these strategies are now embedded within the Portfolio. Clicking on “Edit Portfolio” takes you to the Model Portfolio Centre where you can create your portfolio by setting the asset allocation and now also create a portfolio using real holdings”.