News & Research for Our Smart Readers

Are you passionate about investing? Earn up to 50% commission for each Diversiview credit points package or subscription that your friends, family or followers purchase. Diversiview is the world’s leading Portfolio Analysis and Optimisation Software for self-directed investors, helping them to run comprehensive analyses of their portfolios, and to optimise the asset allocation to reach…

We’re helping our users make better investment decisions with better insight. As part of this, we enable investors and investment advisors explore novel insight about each security, including: Critical performance indicators and price history for the past year Risk-return position compared with peers in the same industry or asset class, AND Beta-Sharpe ratio position compared…

If you have an investment portfolio containing a mix of ETFs and individual stocks, there is always a possibility that some of your ETFs also contain some of your individual stocks, some ETFs may overlap, or some ETFs may contain stocks you don’t want to invest in. In other words, your actual exposure to different…

As you consider each individual investment to add to your portfolio, Diversiview supports you in your assessment by providing useful, factual, data-driven insight about individual securities. See an example of a security Explore page, for VAS (Vanguard Australian Shares INDEX ETF) and check out What’s in a Diversiview Explore page article for an overview of…

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…

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…

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…

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…

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 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…