Will holdings overlap if I subscribe to multiple portfolios? How do I manage overlap?
Last Updated last year
*If you come across any outdated information or have doubts, please contact us
Some overlap is possible, especially if multiple portfolios include popular large-cap stocks.
To manage this:
- Axe provides an “Overlap Analysis” showing common holdings across your subscribed portfolios.
- You can use it to diversify better or adjust allocations manually.
Diversification ensures your total portfolio isn’t overly concentrated in a few stocks or sectors.