By analyzing your stock portfolio through the lens of Factor Contributions, you gain a deeper level of insight into where your returns are really coming from and whether or not you should increase exposure to specific Factors. This article explains how you can use Factor Analysis to improve the performance of your own portfolio.
Category archives: Analysis Tools
The concept of an efficient frontier is a cornerstone of modern portfolio theory. It provides an excellent way to not only understand the relationship between the risk, return and correlation within a portfolio but also to visualize this data in an effort to optimize your portfolios performance.
Diversify Portfolio is pleased to announce the release of its stock portfolio backtester.
The EAA is a tactical asset allocation strategy that combines 4 factors to determine the optimal portfolio allocation and positions sizes.
The minimum correlation algorithm is a relatively new asset allocation strategy. The strategy is robust in its design, applies solid diversification principles and performs well in relation to other asset allocation strategies.
If you're planning on pair trading, it's important that you have at least a general understanding of the statistics that are used. This article gives an overview of some of the key statistics used in pair trading and what to look for when analyzing them.
The Portfolio Analyzer allows you to generate a comparison of your current portfolio to see how potential changes will affect key metrics.
We are pleased to announce that Diversify Portfolio now gives users the ability to create multiple stock portfolios. The portfolio dashboard provides key metrics across multiple portfolios which can be compared while analyzing different strategies or asset allocations.
Cluster charts have several uses, one of which is to reduce inefficiencies in your stock portfolio.
Understand how to use our stock screeners effectively to find the correct stocks and ultimately create a better performing stock portfolio.