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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…

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…

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…

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…

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…

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…

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…