Tool to analyse overlaps

racey

choochootrain wrote: »

So just use the free trial and telephone them to cancel before the 14 days are up. I think you can get a free trial once every 6 months.

I subscribed for a 2 months recently so don't know if I can get another free trial. Maybe, if I use a different email address.

racey

Thrugelmir wrote: »

Even with the overlap. How much do actually have invested in a single share? Is it enough to have a material impact on the portfolio. With multiple holdings you've created little more than a form of tracker. Might as well hold some global funds and let the fund managers decide asset allocation. Retaining 20% to play with where you can invest in for specialist funds and individual shares.

I guess the overlap doesn't have a material effect on the portfolio.
I was hoping to find way of analysing the portfolio by region, fees, type of investment, etc. Morningstar will do all this but I was hoping there might be some software to do similar analyses for a 1-off cost.