{"id":619,"date":"2024-08-20T00:59:02","date_gmt":"2024-08-20T00:59:02","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=619"},"modified":"2025-03-13T23:03:10","modified_gmt":"2025-03-13T23:03:10","slug":"portfolio-expected-return","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/portfolio-expected-return\/","title":{"rendered":"Portfolio Expected Return"},"content":{"rendered":"\n<p>The&nbsp;<strong>Portfolio <strong>Expected <\/strong>Return<\/strong>&nbsp;indicates what annual rate of return you can expect from your portfolio, for the level of risk taken*.<\/p>\n\n\n\n<p>It is calculated as the weighted average of the expected returns of the individual investments, based on your&nbsp;<a href=\"https:\/\/diversiview.online\/help\/difference-between-historical-expected-returns-and-capm-calculations\/\" target=\"_blank\" rel=\"noreferrer noopener\">preferred calculation method.<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"745\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/08\/Portfolio-Expected-Return-value-calculated-by-Diversiview-1024x745.png\" alt=\"Portfolio Expected Return value calculated by Diversiview\" class=\"wp-image-620\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/08\/Portfolio-Expected-Return-value-calculated-by-Diversiview-1024x745.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/08\/Portfolio-Expected-Return-value-calculated-by-Diversiview-300x218.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/08\/Portfolio-Expected-Return-value-calculated-by-Diversiview-768x558.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/08\/Portfolio-Expected-Return-value-calculated-by-Diversiview-1536x1117.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/08\/Portfolio-Expected-Return-value-calculated-by-Diversiview-2048x1489.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can find your Portfolio Expected Return value on your dashboard or the Diversiview analysis page, under the \u2018Performance &amp; Benchmark\u2018 section. The table shows two values:<\/p>\n\n\n\n<ul>\n<li>The left value indicates the portfolio expected return of the <strong>current<\/strong> asset allocation.<\/li>\n\n\n\n<li>The right value indicates the portfolio expected return of the <strong>optimal <\/strong>asset allocation.<\/li>\n<\/ul>\n\n\n\n<p>Diversiview uses a 3 year horizon to get a near future estimate. Longer horizons increase the uncertainty of the expected performance.<\/p>\n\n\n\n<p>*For the purpose of portfolio expected return calculations, Diversiview uses the index that you select from your profile settings. To learn how to select your preferred market benchmark, <a href=\"https:\/\/diversiview.online\/help\/selecting-your-preferred-market-benchmark\/\">click here<\/a>.<\/p>\n\n\n\n<p>For more help, visit <a href=\"https:\/\/www.youtube.com\/playlist?list=PL56L8p3qXuVQuBSOfzSz917rmEzAE82bl\">Diversiview\u2019s YouTube channel<\/a> and check out our explanatory videos.<\/p>\n\n\n\n<p><strong>Ready to learn more about your portfolio&#8217;s expected return? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today to start analysing and optimising your investment portfolio.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The&nbsp;Portfolio Expected Return&nbsp;indicates what annual rate of return you can expect from your portfolio, for the level of risk taken*. [&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":"Portfolio Expected Return | Diversiview Help","_seopress_titles_desc":"The\u00a0Expected Portfolio Return\u00a0indicates what annual rate of return you can expect from your portfolio over a 3-year horizon.","_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":[37,95,33],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/619"}],"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=619"}],"version-history":[{"count":9,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/619\/revisions"}],"predecessor-version":[{"id":1391,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/619\/revisions\/1391"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}