Here's how LPL advisors are having great success using the LPL Optimum Market Portfolios with of Riskalyze:
Enter the OMP strategies you use into the Riskalyze model portfolio section by selecting the Menu in the upper right-hand corner of your Riskalyze account and selecting "model portfolios."
Then click "New Model". Enter the current allocations for the OMP strategy(s) you use.
Here are the ticker symbols for the mutual funds that make up the strategies:
- OAFIX (Optimum Fixed Income Fund)
- OAIEX (Optimum International Fund)
- OALGX (Optimum Large Cap Growth Fund)
- OALVX (Optimum Large Cap Value Fund)
- OASGX (Optimum Small-Mid Cap Growth Fund)
- OASVX (Optimum Small-Mid Cap Value Fund)
Add as many of the OMP portfolios to your model portfolio section as you like.