What Are Historical Expected Returns?
For each investment, the historical expected return is calculated as the annualised geometric (compound) average of its daily returns over […]
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Selecting Your Preferred Calculation Method For Expected Return
Your preferred calculation method for expected return will be used when Diversiview calculates your portfolio’s performance. Changing the calculation method
Adjusting Your Settings
You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of
Your Risk Tolerance Level
Easily view your risk tolerance score in the top right corner of your Diversiview dashboard. This score provides valuable insight
Credit Point Balance
Your credit point balance and expiration date are conveniently displayed in the top left corner of your Diversiview dashboard. Any
Enter Holdings Manually
Here’s a straightforward written guide to manually entering your portfolio and unlocking valuable insights: 1. Access the Portfolio Entry Section
How To Use The AI Voice Portfolio Summary
Diversiview’s AI Voice Portfolio Summary makes your investment analysis easier than ever. Instead of reading long reports, you can listen
Upload a Portfolio From a CSV File
Here’s a straightforward written guide to loading a portfolio from a csv and unlocking valuable insights: 1. Access the Portfolio
Importance of Getting The Asset Allocation Right
Asset allocation is an integral part of your investment portfolio strategy. It refers to the process of dividing your investment
Minimum Risk (Minimum Volatility) Portfolio
The Minimum Risk Portfolio is the portfolio position with the minimum total portfolio volatility (risk of loss). It is shown
Optimal Portfolio
The Optimal Portfolio position uses mathematical algorithms utilising Modern Portfolio Theory to find the allocation that maximises the portfolio return
Calculating An Efficient Frontier Position
For any set of investments, there are multiple ways to combine them, i.e. to allocate money between investments. Only some
Portfolio Beta
Portfolio Beta indicates portfolio’s volatility compared with the entire market*. That is, a Beta higher than 1 shows that the
Portfolio Expected Return
The Portfolio Expected Return indicates what annual rate of return you can expect from your portfolio, for the level of risk taken*.
Understanding Your Portfolio Analysis Report
Diversiview is a unique investment analysis and optimisation software, that enables retail investors and professional investment advisors to take their
Expected Performance (Portfolio)
This table shows the expected performance for your entire portfolio, and gives you insight on how your portfolio may improve
Analyse Portfolio With Your Expected Returns
Diversiview calculates the expected return and volatility based on historical data (3 years of daily returns). However, some experienced users
Portfolio Alpha
Portfolio Alpha indicates the difference between the portfolio’s expected return and the expected return of the entire market*. That is,
Difference Between Efficient Frontier Positions and Optimal Portfolio
What are Efficient Frontier Positions? The Model Portfolio Theory introduced by Harry Markowitz in 1952 says that any set of
Efficient Frontier Positions
Efficient Frontier positions are portfolio allocations that give the maximum return for a given level of risk. This is indicated