News & Research for Our Smart Readers

  • Diversiview’s AI Voice Portfolio Summary

    A New Way To Understand Your Investments Gain effortless investment insights without having to read through long portfolio analysis reports. Diversiview’s new Artificial Intelligence technology delivers clear, concise briefings in minutes, making it easy to understand your portfolio’s health, even if you’re not a financial expert. This AI feature leverages the power of OpenAI platform…

  • Efficient Rebalancing to an Efficient Portfolio

    This case study examines the effectiveness of Diversiview’s portfolio optimisation tools in a real-world scenario. A Diversiview user, Sachin from New Delhi, India (name changed for privacy) analysed and optimised their portfolio on February 2, 2024. Sachin utilised Diversiview’s sophisticated algorithms to calculate the expected performance of his portfolio and optimise its asset allocation for…

  • 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…