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Fund overlap - Portfolio X-ray
#3
(01-22-2022, 12:16 AM)fenders53 Wrote: I started a thread on this subject last year but not sure if anyone participated.  I looked at about six funds and the top ten holdings were remarkably similar to SPX 500.  Sometimes in the same order.  That's one way to avoid underperforming the index.  Good funds, but there was little value in holding more than one.

Aside from my individual DG Securities I actually hold 2 (holdovers left alone from employment years)
1 is a large value, The other a large growth.
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Messages In This Thread
Fund overlap - Portfolio X-ray - by Scooterd - 01-21-2022, 11:52 PM
RE: Fund overlap - Portfolio X-ray - by fenders53 - 01-22-2022, 12:16 AM
RE: Fund overlap - Portfolio X-ray - by Scooterd - 01-22-2022, 02:49 PM
RE: Fund overlap - Portfolio X-ray - by rayray - 02-06-2022, 12:54 PM
RE: Fund overlap - Portfolio X-ray - by fenders53 - 01-22-2022, 09:29 PM
RE: Fund overlap - Portfolio X-ray - by fenders53 - 02-06-2022, 08:41 PM



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