Calculating expected portfolio returns manually, especially for a diversified portfolio, can be complex and time-consuming. Fortunately, tools like Diversiview can simplify the process significantly. With its robust expected portfolio return calculator feature, investors can calculate their portfolio’s expected returns effortlessly, in seconds.
You can calculate the expected return of your portfolio very easy, in 3 simple steps:
STEP 1
Login to your dashboard (create a free account if you don’t already have one), and click on “New analysis”
STEP 2
Input your securities (manually one by one if you have only a few, or upload from CSV for large portfolios).
Click on “See results”
STEP 3
Open the portfolio analysis page and find your portfolio expected return value under the “Performance and Benchmark” section.
You will see two figures:
- the first column shows the expected portfolio return for the current allocation (that you entered), and
- the second column shows the expected portfolio return for an optimised allocation*.
*an optimised allocation is one that maximises the total expected portfolio return while also minimising the total portfolio risk (volatility).
In 3 simple steps, that only take a few seconds, you can calculate expected portfolio returns for portfolios up to 40 investments.
If you want to calculate portfolio return for portfolios of more than 40 investments please contact our team at hello@diversiview.online and we will be happy to help.
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Diversiview offers a detailed analysis of the risk-return trade-off, enabling investors to make better-informed decisions. Visualizing your expected returns versus the portfolio risk provides valuable insights into the portfolio’s efficiency. Using this information, you can adjust your portfolio to better align with your financial goals and risk tolerance.
Questions?
Please contact the team at hello@diversiview.online and we will be happy to help.
