Tag: investment
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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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Hong Kong Stock Exchange (HKEX) Added to Diversiview
We’re thrilled to announce the addition of the Hong Kong Stock Exchange (HKEX) to our growing list of supported exchanges. This expansion allows you to seamlessly analyse and optimise your portfolio using a wider range of investment opportunities. Over 3,000 Stocks and ETFs Added As of March 2024, HKEX stands as the world’s 8th largest…
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Growth vs. Momentum Investing: Understanding the Differences and Synergies
There are many investing strategies to take advantage of, and knowing which one to take is sometimes overwhelming. Among the many approaches, growth and momentum investing stand out as two common ways that have attracted significant attention from both novice and experienced investors alike. As the name suggests, growth investing zeroes in on companies projected…
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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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Beyond Dollar Values: Nurturing Your Investments
Dive into the intricacies of portfolio management beyond just tracking dollar growth. Discover the importance of rebalancing, diversification, staying updated with market trends, and more, to truly optimize your investment journey.