How much of my portfolio is exposed to foreign currencies?
A currency question asks how much of a portfolio moves with an exchange rate rather than with the assets themselves. A fund priced in one currency can hold assets in several, so the exposure is rarely the currency on the ticket.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s the currency exposure of your portfolio (percent of total value):
| Currency | Weight (%) |
|---|---|
| EUR | 50,53% |
| USD | 22,77% |
| Crypto | 8,61% |
| Cash | 6,06% |
| Precious metal | 5,03% |
| TWD | 1,00% |
| JPY | 0,97% |
| KRW | 0,84% |
| HKD | 0,73% |
| GBP | 0,58% |
What “foreign” means depends on your base currency. If EUR is your home currency, sum all non‑EUR weights to get your foreign currency exposure: 49,47% of the portfolio is held in currencies other than EUR.
Notes:
- Crypto and Precious metal are shown as separate currency buckets in your allocation.
- Currency coverage in the allocation is 100,00%, so the breakdown reflects your full portfolio.
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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.