News & Research for Our Smart Readers

  • Explore individual securities’s performance in Diversiview

    Investment research is a critical part of the investment journey. While there is abundant information online and via different investment platform, Diversiview brings a different angle to investment research. The ability to Explore an individual security will be soon expanded with non-financial information as well as current financial information. For now, you can get access […]

  • Backtest your portfolio strategy¬†compared with a major index

    One of the essential tools used in effective portfolio management is portfolio backtesting. Backtesting is a way to simulate the performance of a portfolio or strategy using historical data to gain insights into its potential future performance. It’s an essential element in crafting investment strategies, allowing investors to quantify potential risk, optimize and backtest portfolio […]

  • View the granular asset allocation for portfolios containing ETFs

    ETF stands for Exchange Traded Fund, and ETFs are securities that are traded on stocks exchanges similarly with individual stocks. The difference is that an ETF contains a set of individual securities, that could be stocks, bonds, mutual funds or even cash. The structure of each ETF is designed by their owner (fund manager), and […]

  • Harnessing Portfolio Analysis for Effective Investment Management

    Introduction Portfolio analysis is a powerful tool in the world of investment management. It provides an insightful perspective into the dynamics of your investments, shedding light on asset performance, risks, and growth opportunities. Rather than merely tracking the net worth of your portfolio, regular portfolio analysis allows you to delve deeper, evaluating your portfolio against […]

  • The Power of Being Able to Backtest Your Portfolio Strategy

    Portfolio management is a critical aspect of investing, involving a delicate balance of risk, reward, and strategy. One of the essential tools used in effective portfolio management is portfolio backtesting. Backtesting is a way to simulate the performance of a portfolio or strategy using historical data to gain insights into its potential future performance. It’s […]

  • Understanding Your Investment Risk Profile: The Key to a Successful Investment Strategy

    Investing is an essential part of building wealth and achieving financial goals. However, every investor has a different risk tolerance, and understanding one’s investment risk profile is crucial for crafting a successful investment strategy. This article will discuss the importance of knowing your investment risk profile and how it links to your goals and investment […]

  • Pros and Cons of Model Portfolios for Investing: A Balanced Perspective

    Model portfolios have become increasingly popular in the investment landscape, offering a predefined mix of assets to meet specific risk and return objectives. While these portfolios can provide investors with a simplified investment process and access to diversified, professionally managed investments, examining their advantages and disadvantages is essential. This article aims to discuss the pros […]