“You would just, if I had five different funds, five different equity funds, I just take my top 10 or 20 holdings, rank all of them and see what the overlap is”
MJ
Matt Jones
Equity Mates Investing Podcast ·
“If I was looking at a fund at a top level, I'd go, well, what are my top 10 names? How hard are they run? Do I own those names across multiple funds I might own?”
Matt Jones · Equity Mates Investing Podcast · Momentum, market concentration & two out-of-favour stocks with Matt Jones
Play from 16:45
16:45
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What was described
look at the fund's top 10 holdings and check whether those names appear across multiple funds the investor holds
Said nearby on the same subject
“Go on the ETF issuers website and actually have a look at the top 10 holdings to see if there's any overlap.”
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Said on The Pay Off with Sylvia Jeffreys
“18% of the fund's exposure at equity, which is, you know, only 12% of the fund's total long exposure is plenty”
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Said on Monetary Matters with Jack Farley
“It looked at price per square footage… building all the comp sheets, and then figuring out… cost for specific things… 10-year holding period.”
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Said on TBPN
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