Yes, use the model portfolios as a proxy for a conservative, moderate, and aggressive portfolio.
Covisum provides three pre-built portfolios used as a proxy for a conservative, moderate, and aggressive portfolio. We also provide 7 fixed and indexed portfolios ranging from 0-5 percent returns. The holdings used to create a proxy for the conservative, moderate, and aggressive portfolios are as follow:
Conservative: 40% SPY, 60% AGG
Moderate: 60% SPY, 40% AGG
Aggressive: 80% SPY, 20% AGG
You can access and create your own custom portfolios by navigating to 'Portfolio Assumptions' on the Covisum homepage side navigation menu.