Category: ETFs
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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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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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Thematic ETFs: Opportunities and Risks for Investors
Thematic ETFs (Exchange-Traded Funds) have carved out a significant niche today, captivating investors with their unique approach to market participation. These funds, designed to track specific themes or trends, range from cutting-edge technology and healthcare breakthroughs to environmental sustainability and social governance. Their rise in popularity reflects a growing investor appetite for ETF investments that…