News & Research for Our Smart Readers

  • The Power of Being Able to Backtest Your Portfolio Strategy

    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…

  • Understanding Your Investment Risk Profile: The Key to a Successful Investment Strategy

    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…

  • A Quick Lesson on Fundamental Analysis: Assessing Potential Investments

    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…

  • Pros and Cons of Model Portfolios for Investing: A Balanced Perspective

    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…

  • The Importance of Diversification in Investing: Why It Matters and How to Do It Correctly

    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…

  • Strategic vs Tactical Asset Allocation: Making the Right Choice for Your Investment Journey

    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…

  • Diversiview partners with Stock Nostradamus

    Why guess when you can get professional, science-based buy/sell recommendations? Diversiview has the power to optimise your portfolio’s composition so you can get the best returns while taking lowest risks. Building a portfolio requires managing risk and finding great investment opportunities.   We would like to introduce our new partner, Stock Nostradamus who answers the age-old question of…

  • Technology and Innovation in Finance and Banking

    From biotechnology and astronomy, to engineering and marketing, all industries are using modern technology that is rapidly becoming more and more advanced. Businesses are required to keep pace with swift technological changes to maintain competitive advantage and create positive consumer outcomes.  Finance and banking are two areas where human interaction and trust have always played…