Category: Uncategorised
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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,…
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Hong Kong Stock Exchange (HKEX) Added to Diversiview
We’re thrilled to announce the addition of the Hong Kong Stock Exchange (HKEX) to our growing list of supported exchanges. This expansion allows you to seamlessly analyse and optimise your portfolio using a wider range of investment opportunities. Over 3,000 Stocks and ETFs Added As of March 2024, HKEX stands as the world’s 8th largest…
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Are You Using The Best Portfolio Management Strategy?
Maintaining a diversified portfolio is crucial for long-term investment success. However, market fluctuations can cause asset class allocations to drift from your initial targets. This is where portfolio rebalancing comes in. This case study explores three common portfolio management strategies and compares their performance over a three-year period (February 2021 – June 2024) using a…
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The New Diversiview Dashboard
We’re excited to announce the arrival of the all-new Diversiview dashboard! This redesigned hub is the centerpiece of your investment experience, offering a more intuitive and user-friendly way to manage your portfolio analyses and optimisations. The new dashboard brings everything you need together in one central location, empowering you to make informed investment decisions with…
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Strategies for Portfolio Rebalancing and its Importance
Portfolio rebalancing is the art and science of periodically adjusting the proportions of different assets in an investment portfolio. As the financial markets move, individual assets within a portfolio will either gain or lose value, causing shifts in their original allocations. Over time, these shifts can diverge significantly from an investor’s intended strategy and risk…
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Increase Your Expected Portfolio Returns with Regular Optimisation
The stock market offers exciting investment opportunities, but navigating its volatility can be challenging. Diversifying your portfolio with various assets is crucial, but how do you ensure the optimal allocation for maximum return and minimum risk? This is where Diversiview comes in. Let’s explore a scenario with four popular NSE stocks: Imagine you invested an…
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Strategic Asset Allocation: Optimising Portfolios in Dynamic Markets
Asset allocation, the strategy of distributing investments across various asset classes like stocks, bonds, and real estate, is a fundamental practice for investors in Australia and around the world. It’s a balancing act designed to maximise returns while managing risk, tailored to your unique goals and the ever-changing economic and political landscape. Model portfolios, pre-designed…
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Beyond Dollar Values: Nurturing Your Investments
Dive into the intricacies of portfolio management beyond just tracking dollar growth. Discover the importance of rebalancing, diversification, staying updated with market trends, and more, to truly optimize your investment journey.
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Connecting Your Brokerage Account on Diversiview
We are thrilled to announce the seamless integration of SnapTrade’s API into Diversiview, revolutionising your investment experience. With SnapTrade, connecting to leading brokerages is at your fingertips, ensuring the security of over 100,000 connected accounts and managing a trusted total value of assets exceeding $5 billion USD. Currently, you can import from these brokers onto…
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Investing in Growth Sectors for 2024: Trends and Opportunities
Find the potential growth sectors for investing in 2024. Discover how Diversiview can help you optimize your portfolio, aligning with emerging market trends, technology investments, and more.