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Fund overlap - Portfolio X-ray
#2
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.
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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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