Are There Pre-Built Model Portfolios?

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.