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Globe Portfolio - Reports - Stock Overlap Portfolio Help
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.



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Standard Report  | Gain/Loss  | Period-to-date  | Rolling Periods  | Portfolio Diagnostic
Correlation Report  | Stock Overlap  | Portfolio Analyzer  | Annual  | Intraday Stock  |  Index
 
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