- By clicking on the ‘Custom Investments’ tab, you can add various assets to your portfolio. Select your investment type (cash, term deposit, or investment property) and for each custom investment, you must specify both the expected return and its weighting within your portfolio. Important Note: Remember, when using custom investments, all holdings in your portfolio require weight allocation. The total weights must add up to 100%.
Analyse Your Portfolio:
- After adding all your securities, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.