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- The Recommended and the Target portfolio percentages are determined when the asset allocation screen is first opened based on the responses to the Risk Profile questionnaire, thus the two columns will initially be the same.
- You have the option to change the target portfolio to be different from the recommended portfolio. Change by selecting a new portfolio from the drop down menu.
- If the “Custom” portfolio option is available, you are able to select your own weightings as opposed to having a standard portfolio being used.