Why is the 'stock intersection' limited to 50 holdings?

Ken267
Ken267 Quicken Windows Subscription Member ✭✭✭
edited October 16 in Investing (Windows)

Why is the 'stock intersection' limited to 50 holdings?

I know I have a lot more than 50!

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    The X-Ray and Stock Intersection are basically stripped-down versions of what Morningstar provides for their paid subscribers.

    The paid version of the Stock Intersection includes the top 50 holdings in each fund or ETF you hold.

    One way to look at it is that even you held equal amounts of 50 stocks, each would only be 2% of your portfolio. If the goal is to see if you are too concentrated in one or a few stocks, the top 50 stocks would uncover the biggest overlaps.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    The X-Ray and Stock Intersection are basically stripped-down versions of what Morningstar provides for their paid subscribers.

    The paid version of the Stock Intersection includes the top 50 holdings in each fund or ETF you hold.

    One way to look at it is that even you held equal amounts of 50 stocks, each would only be 2% of your portfolio. If the goal is to see if you are too concentrated in one or a few stocks, the top 50 stocks would uncover the biggest overlaps.

    QWin Premier subscription
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