Portfolio Overlap Analysis

Based on your provided portfolio information

Analysis Summary

Analysis completed for 3 portfolios. The analysis reveals medium overlap between your portfolios, suggesting moderate diversification across your investments.

Portfolio Overlap Matrix

Portfolio	Vanguard S&P 500	Tech Growth ETF	Global Dividend Fund
Vanguard S&P 500	-	45.72% Overlap	27.35% Overlap
Tech Growth ETF	45.72% Overlap	-	18.93% Overlap
Global Dividend Fund	27.35% Overlap	18.93% Overlap	-

Portfolio Details

Vanguard S&P 500 (VOO)

AAPL 7.32%

MSFT 6.84%

AMZN 3.42%

NVDA 2.86%

GOOGL 2.15%

Tech Growth ETF (QQQ)

AAPL 12.53%

MSFT 11.72%

AMZN 7.35%

NVDA 5.48%

META 4.92%

Global Dividend Fund (VYMI)

AAPL 2.14%

MSFT 1.87%

JNJ 3.25%

PG 2.92%

XOM 2.78%

Common Holdings

Stock	Vanguard S&P 500	Tech Growth ETF	Global Dividend Fund
AAPL	7.32%	12.53%	2.14%
MSFT	6.84%	11.72%	1.87%
AMZN	3.42%	7.35%	0.85%
NVDA	2.86%	5.48%	0.42%

Risk Assessment

Vanguard S&P 500 & Tech Growth ETF

45.72%

Medium overlap - These portfolios have moderate diversification. Consider rebalancing to optimize risk/reward.

Vanguard S&P 500 & Global Dividend Fund

27.35%

Low overlap - Good diversification between these portfolios. This combination provides effective risk management.

Tech Growth ETF & Global Dividend Fund

18.93%

Low overlap - Excellent diversification between these portfolios. They complement each other well for balanced exposure.

Recommendations

Portfolio Overlap Checker