Tag: 2024 investments
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Top 10 Stocks by Expected Performance – September 2024
View the top 10 stocks by market, sorted by expected annual return*. You can also see the top performing ETFs and top performing Indian mutual funds for the month. * Expected annual return is calculated based on past 3 years of historical returns. Only stocks older than 3 years have been included, to allow a…
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Is Your Portfolio Efficient?
Portfolio balancing has been a central theme in investing for decades. Developed in the 1950s by the late Harry Markowitz, his revolutionary concept of Modern Portfolio Theory (MPT) formalised the idea that diversification, or spreading your investments across different asset classes, is the key to managing risk and maximising potential returns. One of the most…
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Optimising An All Indian Mutual Funds Portfolio
This case study explores the concept of portfolio rebalancing and its impact on portfolio performance. We will compare three allocation scenarios applied to a portfolio containing four popular Indian Mutual Funds (MFs). The analysis will cover a three-year period (June 2021 – June 2024) where the scenarios will begin with an equal allocation in 2021,…
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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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The New Diversiview Dashboard
We’re excited to announce the arrival of the all-new Diversiview dashboard! This redesigned hub is the centerpiece of your investment experience, offering a more intuitive and user-friendly way to manage your portfolio analyses and optimisations. The new dashboard brings everything you need together in one central location, empowering you to make informed investment decisions with…
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Increase Your Expected Portfolio Returns with Regular Optimisation
The stock market offers exciting investment opportunities, but navigating its volatility can be challenging. Diversifying your portfolio with various assets is crucial, but how do you ensure the optimal allocation for maximum return and minimum risk? This is where Diversiview comes in. Let’s explore a scenario with four popular NSE stocks: Imagine you invested an…
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Investing in Growth Sectors for 2024: Trends and Opportunities
Find the potential growth sectors for investing in 2024. Discover how Diversiview can help you optimize your portfolio, aligning with emerging market trends, technology investments, and more.