EPISODE · Aug 3, 2025 · 9 MIN
ETF Overlap
from Why Advice?
Watch episode on youtube: https://youtu.be/knR9fCF3RcIPublished September 2024. ETFs are easy to get started with, but some investors choose to combine them based on the labels on the outside and not the assets in the inside.They may assume they are diversifying because they’ve added an extra ETF, but in some cases it does nothing to diversify their portfolio, increases its concentration in some stocks and increases the risk.We take a look at a combination of Vanguard’s VGS, Blackrock’s IVV, Betashares’ NDQ and ETHI and see how adding additional ETFs adds holdings and how the composition of the 10 ten holdings in the portfolio changes.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Watch episode on youtube: https://youtu.be/knR9fCF3RcIPublished September 2024. ETFs are easy to get started with, but some investors choose to combine them based on the labels on the outside and not the assets in the inside.They may assume they are diversifying because they’ve added an extra ETF, but in some cases it does nothing to diversify their portfolio, increases its concentration in some stocks and increases the risk.We take a look at a combination of Vanguard’s VGS, Blackrock’s IVV, Betashares’ NDQ and ETHI and see how adding additional ETFs adds holdings and how the composition of the 10 ten holdings in the portfolio changes.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
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ETF Overlap
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