News & Research for Our Smart Readers

  • Forecasting Portfolio Value in Diversiview

    considering portfolio volatility and inflation scenarios When you want to forecast the future value of your investment, you usually use the Future Value formula, which states that: There are many websites helping you to calculate the future investment value using the formula above. The r (interest rate) is the percentage by which the investment value […]

  • Empowering Retail Investors: A Deep Dive into How Diversiview Can Enhance Your Investing Strategy

    Active retail investing is a dynamic and engaging pursuit, allowing individual investors to take charge of their financial futures. As active retail investors, individuals have the opportunity to manage their portfolios, choosing the right mix of assets based on their unique financial goals, risk tolerance, and market understanding. However, this proactive approach to investing often […]

  • Unravelling Value Investing: An In-depth Comparison with Other Investment Strategies

    Investing is a cornerstone of wealth-building, transforming idle capital into a potent tool for generating profits. Many investment strategies are employed by individuals and institutions alike, each distinguished by its approach toward risk, time frame, and expected returns. One such strategy, revered for its long-term approach and focus on intrinsic value, is value investing. This […]

  • Portfolio Return Calculator in Diversiview

    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 […]

  • Practical Guide to Diversification: Minimizing Risk for Robust Returns

    A well-diversified portfolio is like a well-balanced diet—it provides the right mix of nutrients to keep the body (or, in our case, the portfolio) healthy. In financial terms, it’s a critical strategy to help investors manage risks and potentially increase returns. This article aims to guide you through practical steps to approach diversification, enabling you […]

  • Mutual Funds: A Comprehensive Guide to Allocation Strategies and Portfolio Diversification

    Mutual funds are one of the most popular investment vehicles worldwide, offering an array of opportunities for investors with different risk appetites and financial goals. With the potential for diversification and the advantage of professional management, they have become a key component in many investment portfolios. But what exactly are mutual funds, and how do […]

  • Unlocking the Power of Mean-Variance Optimization for Your Portfolio

    Investing involves a delicate balance between risk and return, necessitating strategies that maximize the latter while diligently managing the former. Central to this balancing act is Mean-Variance Optimization (MVO), a concept that lies at the heart of Modern Portfolio Theory (MPT) and is essential in achieving the Efficient Frontier – the set of optimal portfolios […]

  • Understanding Asset Allocation: The Key to Balancing Risk and Reward

    Asset allocation is a fundamental concept in the realm of investing, essential for any individual or institution building an investment portfolio. So, what is asset allocation? It refers to the strategic distribution of investments across different asset classes, such as stocks, bonds, real estate, cash, or otherwise. Asset allocation intends to balance risk and reward […]

  • List of ETFs with individual holdings in Diversiview

    Here is the list of the ETFs with individual holdings in Diversiview. You can use the ETFs on this list to: (click on the ETF code to go to its Explore page) A200 Betashares Australia 200 ETF IHVV iShares S&P 500 (AUD Hedged) ETF IOO iShares Global 100 ETF IOZ iShares Core S&P/ASX 200 ETF […]

  • 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. How to Explore an individual security in Diversiview There will be 3 (three) different ways to explore an individual security from Diversiview: Explore an individual security […]