News & Research for Our Smart Readers

  • Top 10 ETFs by Expected Performance – October 2024

    View the top 10 ETFs by market (ASX and US), sorted by expected annual return*. You can also see the top performing stocks and top performing Indian mutual funds for the month. * Expected annual return is calculated as geometrical (compound) average of daily returns from the past 3 years, annualised. Expected volatility is based…

  • Top 10 Stocks by Expected Performance – October 2024

    View the top 10 stocks by market (ASX and US), sorted by expected annual return*. You can also see the top performing ETFs and top performing Indian mutual funds for the month. * Expected annual return is calculated as geometrical (compound) average of daily returns from the past 3 years, annualised. Expected volatility is based…

  • Top 10 Performing Indian Mutual Funds – October 2024

    View the top 10 Indian Mutual Funds, sorted by expected annual return*. You can also see the top performing ETFs and top performing stocks for the month. * Expected annual return is calculated as geometrical (compound) average of daily returns from the past 3 years, annualised. Expected volatility is based on historical volatility. Only funds…

  • The Ethical Investing Dilemma

    Investors are increasingly conscious of the environmental impact of their investments. As the climate crisis intensifies, it’s imperative to consider ethical factors when making investment decisions.  This article compares Northern Star Resources (ASX:NST) and Ramelius Resources (ASX:RMS) based on their environmental performance, providing insights for ethically minded investors. The two securities are analysed using Diversiview,…

  • Top 10 Stocks by Expected Performance – September 2024

    View the top 10 stocks by market (ASX and US), sorted by expected annual return*. You can also see the top performing ETFs and top performing Indian mutual funds for the month. * Expected annual return is calculated as geometrical (compound) average of daily returns from the past 3 years, annualised. Expected volatility is based…

  • Top 10 ETFs by Expected Performance – September 2024

    View the top 10 ETFs by market (ASX and US), sorted by expected annual return*. You can also see the top performing stocks and top performing Indian mutual funds for the month. * Expected annual return is calculated as geometrical (compound) average of daily returns from the past 3 years, annualised. Expected volatility is based…

  • Top 10 Performing Indian Mutual Funds in September

    View the top 10 Indian Mutual Funds, sorted by expected annual return*. You can also see the top performing ETFs and top performing stocks for the month. * Expected annual return is calculated as geometrical (compound) average of daily returns from the past 3 years, annualised. Expected volatility is based on historical volatility. Only funds…

  • Managing Your Portfolio Volatility With Diversiview

    Volatility is the measure of how much a security’s price fluctuates over time, an inherent risk in investing. Understanding volatility is crucial for safeguarding your portfolio’s long-term health. Diversiview is a powerful portfolio analysis and optimisation tool, offering a suite of features to help you manage your portfolio’s volatility with accurate asset allocation. What Influences…

  • Is Your Portfolio Efficient?

    Portfolio balancing has been a central theme in investing for decades. Developed in the 1950s by the late Harry Markowitz, his revolutionary concept of Modern Portfolio Theory (MPT) formalised the idea that diversification, or spreading your investments across different asset classes, is the key to managing risk and maximising potential returns. One of the most…

  • Optimising An All Indian Mutual Funds Portfolio

    This case study explores the concept of portfolio rebalancing and its impact on portfolio performance. We will compare three allocation scenarios applied to a portfolio containing four popular Indian Mutual Funds (MFs). The analysis will cover a three-year period (June 2021 – June 2024) where the scenarios will begin with an equal allocation in 2021,…