http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/?utm_source=rss&utm_medium=rss&utm_campaign=avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio Helping a unique generation achieve financial independence. Sat, 31 Jul 2010 03:29:55 -0400 http://wordpress.org/?v=2.9.2 hourly 1 http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-128613 Asset Allocation Strategies: Strategic, Tactical, and Core-Satellite Wed, 10 Mar 2010 16:00:54 +0000 http://genxfinance.com/?p=1838#comment-128613 [...] We also know that just buying a bunch of funds does not always equal instant diversification due to fund overlap. So, before you begin picking a bunch of funds to add to your portfolio in order to become more [...] [...] We also know that just buying a bunch of funds does not always equal instant diversification due to fund overlap. So, before you begin picking a bunch of funds to add to your portfolio in order to become more [...]

]]> http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-123542 Want A Free Flip Video Camcorder? | nice day Thu, 24 Dec 2009 06:59:28 +0000 http://genxfinance.com/?p=1838#comment-123542 [...] Gen X Finance: Avoid Fund Overlap to Achieve True Diversification [...] [...] Gen X Finance: Avoid Fund Overlap to Achieve True Diversification [...]

]]> http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-123477 –› Free Shipping Day, Amazon Prime, and Ohio 529s Thu, 17 Dec 2009 13:31:41 +0000 http://genxfinance.com/?p=1838#comment-123477 [...] Avoid Fund Overlap to Achieve True Diversification in Your Portfolio [...] [...] Avoid Fund Overlap to Achieve True Diversification in Your Portfolio [...]

]]> http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-123451 Want A Free Flip Video Camcorder? Wed, 16 Dec 2009 03:06:12 +0000 http://genxfinance.com/?p=1838#comment-123451 [...] Gen X Finance: Avoid Fund Overlap to Achieve True Diversification [...] [...] Gen X Finance: Avoid Fund Overlap to Achieve True Diversification [...]

]]> http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-123427 Weekend Linkage – December 14, 2009 Mon, 14 Dec 2009 04:28:09 +0000 http://genxfinance.com/?p=1838#comment-123427 [...] Avoid Fund Overlap to Achieve True Diversification in Your Portfolio [...] [...] Avoid Fund Overlap to Achieve True Diversification in Your Portfolio [...]

]]> http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-123412 Dorian Wales @ The Personal Financier Sat, 12 Dec 2009 18:22:36 +0000 http://genxfinance.com/?p=1838#comment-123412 Great tool. I personally believe diversification has lost much of its strength as an investment tool. The CAPM model was built in a whole other era where covariance was much wider. With globalization the contribution of diversification is significantly reduced. Still, it is important to still enjoy other risk/reward tradeoffs without too much exposure. Great tool. I personally believe diversification has lost much of its strength as an investment tool. The CAPM model was built in a whole other era where covariance was much wider. With globalization the contribution of diversification is significantly reduced. Still, it is important to still enjoy other risk/reward tradeoffs without too much exposure.

]]> http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-123410 bill myers Sat, 12 Dec 2009 15:35:21 +0000 http://genxfinance.com/?p=1838#comment-123410 Great article on overlap and the use of Morningstar's Instant E-Ray. I've used it for years, but never new about the Intersection Tab at the top of the report. Thanks. Great article on overlap and the use of Morningstar’s Instant E-Ray. I’ve used it for years, but never new about the Intersection Tab at the top of the report. Thanks.

]]> http://genxfinance.com/2009/12/09/avoid-fund-overlap-to-achieve-true-diversification-in-your-portfolio/comment-page-1/#comment-123398 pays to live green Fri, 11 Dec 2009 13:33:34 +0000 http://genxfinance.com/?p=1838#comment-123398 I have seen this often with some of the mutual funds I have. You really have to be careful to check out the top stock investments that the mutual funds invest in to make sure that this does not happen. I had a large-cap international fund that I thought was investing in overseas companies, but was pretty close to another s&p 500 index, just with higher fees. I have seen this often with some of the mutual funds I have. You really have to be careful to check out the top stock investments that the mutual funds invest in to make sure that this does not happen. I had a large-cap international fund that I thought was investing in overseas companies, but was pretty close to another s&p 500 index, just with higher fees.

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