Is my currency exposure aligned with where I live and spend money?
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 how your currency exposure matches where you live and spend money.
| Currency | Weight (%) | Value (EUR) |
|---|---|---|
| EUR | 50,53% | 45.974,84 € |
| USD | 22,77% | 20.721,48 € |
| Crypto | 8,61% | 7.835,60 € |
| Cash | 6,06% | 5.510,23 € |
| Precious metal | 5,03% | 4.575,79 € |
This breakdown shows that a majority of your portfolio (50,53%) is in EUR, with the next-largest exposure in USD (22,77%). If you live and spend in euros, your largest exposure is in the same currency; USD exposure is substantial but smaller. Crypto, cash and precious-metals exposures make up the remainder.
Notes:
- The currency table above shows current allocation and value.
- Currency coverage: 100,00% (all portfolio currency exposure is included).
Would you like a view that compares this to your account currency or monthly spending?
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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.