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Portfolio overlap

The same stock held through more than one position.

Also known as: Overlap, Overlapping exposure

In detail

Overlap occurs when several of your positions hold the same underlying stock — for example owning NVDA directly and inside QQQ. It can quietly increase concentration.

Where you’ll see this

Synoptiv annotates this term wherever it appears in a stock analysis. Browse analyzed stocks to see it in context.

Related terms