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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…

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…

When investing, it’s critical to have a solid understanding of the potential returns from your investments. Knowing the potential returns plays a crucial role in investment decision making, providing insights into the performance of your investments, helping you align your investment strategy with your financial goals, and aiding in risk management. One of the key…

Introduction Portfolio analysis is a powerful tool in the world of investment management. It provides an insightful perspective into the dynamics of your investments, shedding light on asset performance, risks, and growth opportunities. Rather than merely tracking the net worth of your portfolio, regular portfolio analysis allows you to delve deeper, evaluating your portfolio against…

Portfolio management is a critical aspect of investing, involving a delicate balance of risk, reward, and strategy. 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…

Investing is an essential part of building wealth and achieving financial goals. However, every investor has a different risk tolerance, and understanding one’s investment risk profile is crucial for crafting a successful investment strategy. This article will discuss the importance of knowing your investment risk profile and how it links to your goals and investment…

In investing, understanding the fundamentals of a potential investment is crucial for making informed decisions. Fundamental analysis is a powerful tool that allows investors to assess a company’s financial health and potential for future growth. This article provides a quick lesson on fundamental analysis, guiding you through evaluating a company’s financial statements, key financial ratios…

Model portfolios have become increasingly popular in the investment landscape, offering a predefined mix of assets to meet specific risk and return objectives. While these portfolios can provide investors with a simplified investment process and access to diversified, professionally managed investments, examining their advantages and disadvantages is essential. This article aims to discuss the pros…

Diversification is a critical concept in investing, as it helps mitigate risk and optimize returns by spreading investments across various asset classes and industries. However, some misconceptions persist, such as the belief that diversification reduces overall returns. In reality, true diversification involves looking beyond high-level asset allocation and considering correlations between individual investments. In this…

Introduction Asset allocation is a crucial aspect of investing, as it helps optimize portfolios and minimize risks by diversifying investments across various asset classes such as stocks, bonds, and cash. The allocation is tailored to an individual’s risk tolerance, investment goals, and time horizon.  Two primary approaches to asset allocation are Strategic and Tactical Asset…