Editing a Variable Model Portfolio

1. In the left navigation pane, open either the Investment Planning or Workspace tabs, then select Model Portfolios, Variable Model.

2. Double-click on the model portfolio you want to edit. The model portfolio opens and you land on the Holdings Summary screen.

3. If you want to delete holdings, do so on this screen. Select the holding you want to delete by checking the box to the left of the holding name.

4. From the Action menu, click Delete.

5. If you want to add holdings or change the allocation weighting, from the toolbar above the grid select Edit, Edit Portfolio.

6. Select the date of the portfolio you want to edit from the drop-down menu, then click OK. The Holdings Entry dialog box opens.

1. • To add holdings: From the Action menu, click Add Multiple. The Add Holdings box opens. Add holdings here, then click OK. The new holdings will appear in the Symbol and Name columns. Adjust the allocation.

   • To adjust allocation weighting: In the Weight % column, type new percentages. The total weighting must equal 100%.

6. When you are done, click Finish. You'll return to the Holdings Summary spreadsheet and your changes are reflected.