Riskalyze has implemented five custom ticker symbols to make it simple for advisors to match clients with LPL Model Wealth Portfolios.
The symbols (and corresponding allocation) are as follows:
- #MWPICP — MWP Income with Capital Preservation Benchmark (20% equity, 70% bonds, 10% cash)
- #MWPIMG — MWP Income with Moderate Growth Benchmark (40% equity, 53% bonds, 7% cash)
- #MWPGI — MWP Growth with Income Benchmark (60% equity, 35% bonds, 5% cash)
- #MWPG — MWP Growth Benchmark (80% equity, 15 % bonds, 5 % cash)
- #MWPAG — MWP Aggressive Growth Benchmark (95% equity, 5% cash)
These tickers can be added both to your Model Portfolios, as well as the proposed portfolios you build for clients.
Information on Optimum Market Portfolio funds can be found HERE.