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Investings tools to help you analyze porfolio overlap
I own more mutual funds and ETFs than the average investor and started buying into more funds this year. What worries me is the potential overlap in stocks across the funds I own. Does anyone here know of a tool that helps me figure out the overlap at the stock level? I can probably do this by downloading the holdings of all my funds and figuring it out that way but that's just too much work. I can't seem to do this on my brokerage platform either. Appreciate any ideas here!
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Morningstar has something like this but you have to pay for their premium service to get the access. I just found this seemingly free resource too but looks like only for ETFs: https://www.etfrc.com/funds/overlap.php
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Morningstar will help here - they have an instant x-ray that's free but for saved portfolios you'll have to get the paid version!
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Another one to check out is Portfolio Visualizer: https://www.portfoliovisualizer.com/
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