Globe Portfolio - Reports - Stock Overlap
Stock Overlap: The stock overlap report displays a portfolio's total exposure to a specific
stock. In many cases, even though an advisor may purchase several different mutual funds from
various fund companies there is the likelihood that a few of the holdings in these funds are
in the same security. The stock overlap report will show how many occurrences there are of a
single stock across your portfolio, which funds they are a part of and what percentage of the
stock you hold in your portfolio's total asset allocation. It is useful tool that will show
you that your portfolio is as diversified as you want it to be and will make sure that you
do not have too much exposure in one security.
Get help with...
| Rolling Periods
| Portfolio Diagnostic
| Stock Overlap
| Portfolio Analyzer
| Intraday Stock