{"id":68,"date":"2024-06-25T00:11:39","date_gmt":"2024-06-25T00:11:39","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=68"},"modified":"2025-03-13T23:16:32","modified_gmt":"2025-03-13T23:16:32","slug":"importance-of-getting-the-asset-allocation-right","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/importance-of-getting-the-asset-allocation-right\/","title":{"rendered":"Importance of Getting The Asset Allocation Right"},"content":{"rendered":"\n<p>Asset allocation is an integral part of your investment portfolio strategy. It refers to the process of dividing your investment holdings across different asset classes, such as stocks, bonds, and cash equivalents. Diversiview empowers you with data-driven insights to explore accurate asset allocation and its impact on your portfolio performance.<\/p>\n\n\n\n<p>Here is an example of two different asset allocations and the effect it will have on your expected returns:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"700\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Graph-of-difference-in-expected-returns-of-a-portfolio-optimised-with-Diversiview.png\" alt=\"Graph of difference in expected returns of a portfolio optimised with Diversiview\" class=\"wp-image-709\" style=\"width:550px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Graph-of-difference-in-expected-returns-of-a-portfolio-optimised-with-Diversiview.png 900w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Graph-of-difference-in-expected-returns-of-a-portfolio-optimised-with-Diversiview-300x233.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Graph-of-difference-in-expected-returns-of-a-portfolio-optimised-with-Diversiview-768x597.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<p>This example uses three popular investments: Microsoft (NASDAQ:MSFT), BHP Group Ltd (ASX:BHP), and ExxonMobil (NYSE:XOM). The data is utilising strategy backtesting using over 3-years of historical data to determine the expected annual returns of a portfolio with an initial allocation of $100,000.&nbsp;<\/p>\n\n\n\n<p>It is important to note that this demonstrates the potential benefits of different asset allocations using a specific set of stocks. <strong>The results achieved are not guaranteed and may not apply to all portfolios<\/strong>. Accurate asset allocation is a valuable practice, but every portfolio is unique. Market conditions and individual goals significantly impact performance. Diversiview helps you create an optimised portfolio based on your specific risk tolerance and investment goals.<\/p>\n\n\n\n<p><strong>Ready to learn more about your portfolio&#8217;s asset allocation? <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>Asset allocation is an integral part of your investment portfolio strategy. It refers to the process of dividing your investment [&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":"Importance of Getting the Asset Allocation Right | Diversiview Help","_seopress_titles_desc":"Understand why asset allocation is an integral part of investment strategy and how Diversiview gives you data-driven insights to explore accurate asset allocation.","_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":[5,64,63],"tags":[15,3],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/68"}],"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=68"}],"version-history":[{"count":10,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/68\/revisions"}],"predecessor-version":[{"id":1400,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/68\/revisions\/1400"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=68"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=68"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=68"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}