Am I adding to winners or averaging down on losers?
A transaction question asks what was bought, sold or paid, and when. The answer reads the transaction history itself, which is also what every other figure on this site is ultimately built from.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s what your recent transactions show — whether they add to winners or average down on losers.
| Asset | Most recent transaction | Avg buy price (per unit) | Current price (per unit) |
|---|---|---|---|
| Gold | Buy on 01/06/2026 | 3.841,74 € | 3.813,16 € |
| Ethereum | Buy on 07/01/2025 | 3.526,45 € | 2.123,02 € |
| Bitcoin | Buy on 15/10/2024 | 57.437,48 € | 66.443,92 € |
| iShares Core MSCI World UCITS ETF | Buy on 23/12/2024; Sell on 24/03/2025 | 78,99 € | 125,46 € |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | Buys on 16/01/2024 and 10/06/2024 | 56,14 € | 79,47 € |
| Deutsche Lufthansa AG | Buy on 07/01/2024 | 7,45 € | 7,65 € |
| Microsoft Corp. | Buys in 2022 | 238,34 € | 422,85 € |
| Apple Inc. | Buys in 2023 | 170,78 € | 279,15 € |
| Xtrackers MSCI USA UCITS ETF 1C | Buy on 14/11/2023 | 118,20 € | 193,62 € |
| iShares Core MSCI EM IMI UCITS ETF USD (Acc) | Buys in 2021–2023 | 30,40 € | 47,49 € |
What this means (from the data)
- Recent buys include Gold, Ethereum and Bitcoin (see transaction dates).
- Compare each asset’s avg buy price to its current price to label the move as adding to a winner or averaging down:
- If current price > avg buy price the buy increased a winning position.
- If current price < avg buy price the buy averaged down a losing position.
Quick summary from your portfolio figures
- You recently bought Ethereum at an avg buy price above today’s price, so that was averaging down on a loser (Ethereum shows a negative unrealized return).
- You bought Bitcoin and Gold at prices that relative to today’s prices correspond to adding to winners or near break-even per their current prices in the table above.
If you want, I can produce a filtered table that explicitly marks each recent buy as "+winner" or "-averaged down" using the buy date range you prefer.
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Related questions
See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.