Do I tend to hold losers too long?
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 are the facts from your portfolio that relate to holding periods and realised vs. unrealised losses.
| Metric | Value |
|---|---|
| Total positions | 11 |
| Realized trades (count) | 2 |
| Last realized gains (largest wins) | +995,78 €; +789,15 € |
| Current unrealized loss (largest) | -2.105,15 € |
| Number of holdings with current unrealized loss | 2 |
| Largest unrealized loss (absolute) | -2.105,15 € |
| Time-weighted return (since inception) | +45,97% |
| Money-weighted return (since inception) | +11,25% |
| Longest holding period observed in realized trades | 951 days |
| Recent buy of an asset that is now a loser | purchase on 07/01/2025 of Ethereum for 5.289,68 € (current value 3.184,53 €) |
What this shows: you have realized profits in the past (two sales with positive realized gains) including holdings kept for long periods (up to 951 days). Today there are 11 positions and two holdings showing unrealized losses, the largest being -2.105,15 €. One recent purchase that is currently a loser is the Ethereum purchase on 07/01/2025 for 5.289,68 €.
If you want, I can show holding durations for all current losers, or list realized trades with holding periods so you can compare how long losing vs winning positions were held.
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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.