concept

Diversiview

Facts (32)

Sources

Understanding Investment Risk vs Return Trade-Off diversiview.online DiversiView 32 facts

claimDiversiview asserts that individual stocks and ETFs vary widely in their risk-return profiles, even within the same asset class, necessitating the measurement of both risk and return before investing.

measurementVanguard Diversified High Growth Index ETF (VDHG) has an expected return of 8.98% and a volatility of 10.74% according to Diversiview.

claimDiversiview does not provide financial advice or recommendations.

measurementTesla Inc (TSLA) has an expected return of 3.45% and a volatility of 62.50% according to Diversiview.

measurementBetashares Global Cybersecurity ETF (HACK) has an expected return of 20.12% and a volatility of 19.89% according to Diversiview.

measurementBetashares Diversified All Growth ETF (DHHF) has an expected return of 12.17% and a volatility of 10.99% according to Diversiview.

claimThe Diversiview platform calculates the risk-return profile of an entire investment portfolio to provide a holistic view of the portfolio's performance.

claimDiversiview allows users to set their own return expectations for simulation purposes.

claimDiversiview suggests that personal goals, specifically risk tolerance and the ability to accept loss or volatility, should drive an investor's asset mix.

measurementVanguard Australian Shares Index ETF (VAS) has an expected return of 7.27% and a volatility of 12.65% according to Diversiview.

measurementCommonwealth Bank (CBA) has an expected return of 19.39% and a volatility of 18.49% according to Diversiview.

measurementBetashares Nasdaq 100 ETF (NDQ) has an expected return of 21.66% and a volatility of 19.16% according to Diversiview.

measurementCsl Limited (CSL) has an expected return of -2.84% and a volatility of 18.14% according to Diversiview.

measurementFortescue Ltd (FMG) has an expected return of -0.85% and a volatility of 33.56% according to Diversiview.

claimThe Diversiview Stock Explore tool allows users to analyze historical performance data for individual investments, including expected return, expected return based on the Capital Asset Pricing Model (CAPM), volatility, Maximum Drawdown, and key financial ratios.

measurementVanguard Msci Index International Shares ETF (VGS) has an expected return of 15.44% and a volatility of 12.41% according to Diversiview.

measurementIshares S&P 500 ETF (IVV) has an expected return of 17.58% and a volatility of 13.92% according to Diversiview.

claimDiversiview advises that a long-term mindset is necessary for successful investing, noting that focusing solely on return can lead to risky bets, while focusing only on minimizing risk may lead to missed opportunities and underwhelming growth.

claimDiversiview defines "Expected Return" as the annualised average return calculated from the past three years of daily price data.

measurementBhp Group Limited (BHP) has an expected return of 2.11% and a volatility of 23.61% according to Diversiview.

claimDiversiview defines "Volatility" as the measure of how much an asset's price moves around its average return, where higher volatility indicates larger price swings and increased risk of loss during downturns.

measurementBetashares Australia 200 ETF (A200) has an expected return of 7.52% and a volatility of 12.67% according to Diversiview.

measurementNVIDIA Corp (NVDA) has an expected return of 115.06% and a volatility of 55.48% according to Diversiview.

measurementGlobal X Fang+ ETF (FANG) has an expected return of 38.02% and a volatility of 27% according to Diversiview.

measurementVanguard Australian Shares High Yield ETF (VHY) has an expected return of 5.29% and a volatility of 13.15% according to Diversiview.

measurementWoodside Energy (WDS) has an expected return of -6.18% and a volatility of 27.05% according to Diversiview.

claimDiversiview observes that low-risk investments, such as large diversified ETFs like VEU or VDHG, tend to have more modest returns.

measurementDroneshield Limited (DRO) has an expected return of 146.85% and a volatility of 86.94% according to Diversiview.

claimDiversiview observes that higher returns generally correlate with higher volatility, as seen in assets like Droneshield Limited (DRO) and NVIDIA Corp (NVDA).

measurementPilbara Min Ltd (PLS) has an expected return of -13.52% and a volatility of 52.94% according to Diversiview.

claimInvestment Portfolio Analyses provided by Diversiview are intended to provide investors with data-driven insights and information.

claimDiversiview states that combining assets with differing risk profiles through diversification can produce a more consistent and resilient investment journey, potentially smoothing out big swings and boosting overall risk-adjusted returns.