News & Research for Our Smart Readers

  • 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 […]

  • 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 they funds 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, cash etc. The structure of each ETF is designed by their owner (fund manager) and it is […]

  • Analyse and Optimise your Sharesight portfolio in Diversiview

    For Sharesight users, analysing investment portfolios in Diversiview and optimising their asset allocation has never been so easy! We have integrated Diversiview and Sharesight via APIs, which means you can seamlessly login to your Sharesight account and import any portfolio you may have, in seconds. STEP 1 Simply login to your account, and you will […]

  • Unlisted Investment Funds Available for Analysis in Diversiview

    This list is valid as of 01 June 2023, and it will be updated as new unlisted investment funds become available for analysis in Diversiview, along with ASX and US stocks and custom investments (cash, term, deposits).  (ordered by total FUM) 1 VAN0110AU Vanguard Growth Index Fund $9,190,800,000 2 LTC0002AU La Trobe Financial 12 Month Term Account […]