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Episode 84: Do You Have Fund Overlap?
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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
Talking Trading - Expert trading tactics so you can excel in the sharemarket.
This is how traders and investors excel.
Listen on: Apple Podcasts Spotify
Chapters
1. Episode 84: Do You Have Fund Overlap? (00:00:00)
2. [Ad] Talking Trading - Expert trading tactics so you can excel in the sharemarket. (00:10:41)
3. (Cont.) Untitled Episode (00:11:21)
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