Money Happy Hour
Join conversations on investing and building your wealth.
Money should not be a sensitive topic, it can be a happy topic
Each episode you will hear how others are making this possible. These are everyday people showing you how you can do the same.
You will hear more about:
How to Save Money
How to Start Investing
How to Get Out of Debt
How to Invest in Stocks
How the Stock Market Works
Make the Money Happy Hour your Happy Hour on Money!
Money Happy Hour
Episode 84: Do You Have Fund Overlap?
It happens to all of us. We set out to build a diversified portfolio. We add ETF's with the goal of gaining diversification and instead we build a portfolio of holdings that mirror one another. That is how you define fund overlap.
In this episode I dive into fund overlap and share a free screening tool you can use to gauge your ETF holdings.
Feel free to reach me below on any questions
Contact the Savings Captain
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Email thesavingscaptain@gmail.com
Fund Overlap Screener
https://www.etfrc.com/funds/overlap.php