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. The default portfolio holdings consist of Core U.S. Aggregate Bond EFT (AGG), developed by the Blackrock Funds group, and the SPDR S&P 500 ETF Trust, which was developed by State Street Global Advisors. Below are the percentage of holdings for each default portfolio.
Conservative: 40% SPY, 60% AGG
Moderate: 60% SPY, 40% AGG
Aggressive: 80% SPY, 20% AGG
You can access and update Covisum's default portfolios by navigating to 'Portfolio Assumptions' on the Covisum homepage side navigation menu.
