{"id":246,"date":"2024-06-25T00:11:39","date_gmt":"2024-06-25T00:11:39","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=246"},"modified":"2025-03-13T22:17:48","modified_gmt":"2025-03-13T22:17:48","slug":"calculating-allocation-for-minimum-risk-portfolio","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/calculating-allocation-for-minimum-risk-portfolio\/","title":{"rendered":"Calculating Allocation for Minimum Risk Portfolio"},"content":{"rendered":"\n<p>A minimum risk portfolio is an investment strategy designed to achieve the lowest possible risk level. Using Your Portfolio Universe<sup>TM<\/sup>, the minimum risk portfolio (MVP) is indicated by the left most point on the graph:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Minimum-Volatility-Portfolio-with-Diversiview-1024x576.png\" alt=\"Investors seeking to minimise portfolio volatility can leverage Diversiview's Minimum Risk Portfolio (MVP) optimisation\" class=\"wp-image-694\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Minimum-Volatility-Portfolio-with-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Minimum-Volatility-Portfolio-with-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Minimum-Volatility-Portfolio-with-Diversiview-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Minimum-Volatility-Portfolio-with-Diversiview.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Risk-averse investors seeking to minimise portfolio volatility can leverage Diversiview&#8217;s Minimum Risk Portfolio (MVP) optimisation. This guide will walk you through calculating your MVP and unlocking valuable insights to make informed investment decisions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-deef3479406d41d662e50b5907bf5dbb\" style=\"font-size:25px\"><strong>1. Analyse Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul>\n<li>Before optimising, run a portfolio analysis (<a href=\"https:\/\/diversiview.online\/help\/category\/help\/analyse-your-portfolio\/\">click here<\/a> for in-depth guides).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png\" alt=\"Create a new portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-849\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-4610885733cff4cf4ee3f67e65fcc0fa\" style=\"font-size:25px\"><strong><strong><strong><strong>2. Locate the Minimum Risk Portfolio Option:<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>From your Portfolio Analysis Report, scroll down to reveal the Table of Contents.<\/li>\n\n\n\n<li>Click &#8220;Minimum Volatility Portfolio (MVP)&#8221; under &#8220;Your Portfolio Options&#8221; in the right column. This will display the minimum risk portfolio within Your Portfolio Universe<sup>TM<\/sup>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-9-1024x576.png\" alt=\"Find the minimum risk portfolio by clicking the 'Minimum Volatility Portfolio (MVP)' button in Diversiview\" class=\"wp-image-757\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-9-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-9-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-9-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-9.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-7b6b5722fe7572540c72a8cd2769a53e\" style=\"font-size:25px\"><strong><strong><strong><strong><strong><strong>3. Calculate the Minimum Risk Portfolio:<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>Click on \u2018Calculate Minimum Risk Portfolio\u2019.<\/li>\n\n\n\n<li>You will be prompted with a dialogue box. Click \u2018OK\u2019 if you wish to continue.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-11-1024x496.png\" alt=\"Calculate the minimum risk portfolio (minimum volatility portfolio) in Diversiview\" class=\"wp-image-759\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-11-1024x496.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-11-300x145.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-11-768x372.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-11.png 1027w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-f70bf596070b4ed290d7d1d29a6d3dcb\" style=\"font-size:25px\">4<strong><strong><strong><strong><strong><strong>. Specify Weighting Constraints:<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>Before you run the optimisation, you can select you weighting constraints. Here you can choose your maximum and\/or minimum weighting constraints.<\/li>\n\n\n\n<li>For example, if you don\u2019t want to hold more than 40% in any investment, move the max weight slider to 40%. Similarly, if you don\u2019t want to hold less than 2% in any investment, move the min weight slider to 2%.<\/li>\n\n\n\n<li>Click \u2018Calculate\u2019 once you are happy with your selection.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"828\" height=\"414\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-12.png\" alt=\"Calculate the minimum risk portfolio allocation with your preferred weighting constraints in Diversiview.\" class=\"wp-image-760\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-12.png 828w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-12-300x150.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-12-768x384.png 768w\" sizes=\"(max-width: 828px) 100vw, 828px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-8c0aa54121fd45b47c9d61bd05c5232d\" style=\"font-size:25px\"><strong>5. View Your Analysis Report:<\/strong><\/h2>\n\n\n\n<ul>\n<li>Within a few minutes, your personalised optimal portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/li>\n<\/ul>\n\n\n\n<p><strong>Ready to calculate your minimum risk portfolio?  <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today and start optimising your asset allocation.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A minimum risk portfolio is an investment strategy designed to achieve the lowest possible risk level. Using Your Portfolio UniverseTM, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Calculating Allocation for Minimum Risk Portfolio | Diversiview Help","_seopress_titles_desc":"Learn about your minimum risk portfolio and how you can calculate it in Diversiview to get the maximum expected return for the least amount of risk.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[65,5,63],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/246"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=246"}],"version-history":[{"count":7,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/246\/revisions"}],"predecessor-version":[{"id":1361,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/246\/revisions\/1361"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=246"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=246"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}