Viraj Desai
Director, Portfolio Manager TD Ameritrade Investment Management, LLC

Get Viraj’s perspective

Value Stock Investments: Building a Durable Portfolio April 19, 2022 2:21 PM   |  

Explore the importance of value investing in a volatile market and learn how to build a durable portfolio to help you weather the storm.

5 min read  |  Portfolio Strategy
Tax-Aware Mindset: Seeking a Strategic Portfolio Balance April 11, 2022 5:40 PM   |  

Looking for a diversified portfolio that’s also tax efficient? Learn how the one-two punch of tax-free debt securities and tax-loss harvesting can help you pursue your goals.

5 min read  |  Portfolio Strategy
Is a Portfolio Focused on U.S. Assets Right for You? April 6, 2022 10:47 AM   |  

Many investors prefer a globally diverse strategy, but some find that a portfolio focused on U.S. stocks and assets is better for their situation. Consider your time horizon and risk tolerance as well as your long-term goals to determine which might be right for you.

5 min read  |  Portfolio Strategy
Portfolio Rebalancing & Overdiversification: Can There Be Too Much of a Good Thing? March 31, 2022 6:22 PM   |  

Diversification has been touted by financial pros as a means of spreading out your risk. But can you be overdiversified? Here’s what you should know about overdiversification and rebalancing.

5 min read  |  Portfolio Strategy
Impact Investing: Clean & Renewable Energy and Your Portfolio March 14, 2022 6:17 PM   |  

When it comes to socially responsible investing, concerns about climate change and the environment are at the front of many investors’ minds.

5 min read  |  Stocks & Stock Sectors
Want Diversification? Don’t Overlook Mutual Funds, but Choose Carefully September 9, 2021 10:15 AM   |  

If you want more diversification in your portfolio, don’t forget about the humble mutual fund, which can help provide exposure to many parts of the market.

4 min read  |  ETFs & Mutual Funds
The ABCs of Corporate Boards: An Investor Walk-Through August 23, 2021 10:15 AM   |  

A company’s board of directors is responsible for providing sound guidance and a fiduciary responsibility to shareholders. Investors should learn the important basics.

2 min read  |  Investing Basics
Building (and Rebuilding) a Portfolio with MPT August 5, 2021 1:17 PM   |  

Modern portfolio theory (MPT) is built on asset allocation, diversification, and portfolio rebalancing without letting human emotion interfere.

4 min read  |  Portfolio Strategy
What Are Treasury Rates and Why Do They Matter? July 2, 2021 10:15 AM   |  

Treasury rates can be thought of as the backbone of the global economy. You can use the yield curve, which is a measure of interest rate expectations, to get an idea of economic conditions and trends.

4 min read  |  Bonds & Fixed Income
The Total Return Approach: Investing in a Low-Interest, Low-Dividend Yield Environment June 30, 2021 10:15 AM   |  

When bonds and dividend yields can’t keep pace with inflation, how should investors plan for retirement? One idea is to take a total return approach.

3 min read  |  Retirement Planning
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