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
X @SavingsCaptain
Instagram @thesavingscaptain
Email thesavingscaptain@gmail.com
Fund Overlap Screener
https://www.etfrc.com/funds/overlap.php
This is how traders and investors excel.
Listen on: Apple Podcasts Spotify
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
X @SavingsCaptain
Instagram @thesavingscaptain
Email thesavingscaptain@gmail.com
Fund Overlap Screener
https://www.etfrc.com/funds/overlap.php
This is how traders and investors excel.
Listen on: Apple Podcasts Spotify