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

Get Viraj’s perspective

Weathering Earnings and Managing “Idiosyncratic” Risk January 25, 2023 11:25 AM   |  

When companies report quarterly earnings, the stakes can be high. A single earnings miss can dent an investment portfolio that’s concentrated. Here are a few ideas for managing idiosyncratic risk.

5 min read  |  Portfolio Strategy
Fund Expense Ratios: A Slice to Cover Operating Costs January 3, 2023 11:50 AM   |  

Mutual funds and exchange-traded funds incur expenses, which can be passed on to the fund’s investors. The expense ratio, expressed as a percentage, represents the annual fee a fund charges its investors or shareholders.

5 min read  |  ETFs & Mutual Funds
Putting Up a Good Defense: Defensive Stocks & Sectors Investing Strategy November 8, 2022 10:35 AM   |  

A good defense is the best offense, right? It’s sometimes true for investing as well. Learn more about defensive stocks and defensive sector investing.

5 min read  |  ETFs & Mutual Funds
ETFs vs. Mutual Funds: What's the Difference? October 25, 2022 9:03 AM   |  

What’s the difference between ETFs vs. mutual funds? Learn how some investors choose ETFs and mutual funds to pursue portfolio diversification.

5 min read  |  ETFs & Mutual Funds
Market Volatility and Market Inflation: A Balance for Investors June 2, 2022 1:51 PM   |  

Market volatility and market inflation can destroy investment value. Here’s how investors can account for both in their long-term portfolio strategy.

5 min read  |  Portfolio Strategy
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
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