News & Research for Our Smart Readers

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…

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…