10/18/2026
You can own five different funds in your portfolio and still have far more overlap than you realize.
This is something we look at all the time.
A couple of ETF index funds, a Nasdaq fund, and a couple of managed funds may look diversified on your statement. But once we review the companies within, the picture can be very different.
You may discover that several of those funds own many of the same companies; meaning your exposure to a handful of names is larger than you thought.
When we review a portfolio, we break it down so you can actually see:
☞ What you own.
☞ Where the overlap is.
☞ Where you may be concentrated.
☞ What each investment is doing for you.
The goal is to make the portfolio make sense—not on your statement, but to YOU.
If no one has ever shown you your investments this way, let's dig in.