About this episode
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 [email protected]
Fund Overlap Screener
https://www.etfrc.com/funds/overlap.php
Get every episode summarized
Each time Money Happy Hour publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Money Happy Hour
Episode 149: Market Perspectives and Portfolio Update
Money Happy Hour
Episode 148: How To Start Investing?
Money Happy Hour
Episode 147: Answering Listener Questions
Money Happy Hour
Episode 146: Portfolio Update, "Is Radish Beating the Market"
Money Happy Hour