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Fund overlap - Portfolio X-ray
#5
(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.

i've always said this--and this goes for any fund of kind--look at the top 10/15/25 and you'll see the same companies over, over and over again.

i know of some really good individual investors that grab their favorite etf's/mf's and cherry pick the top investments to buy individually stocks, and they've been doing it for decades with that as their main research source--which is not really doing much research lol

a basic printer, paper and a high lighter lol then cross reference some basic metrics then there you go
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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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