Suggest a simpler version of my portfolio
A question about what could be done next. The answer describes what is there and what would change; what to do about it is a decision only the person holding the portfolio can make.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s a simpler version of your portfolio structure and what it would mean in plain terms. I’m only describing the simplified layout and the portfolio figures you already have.
Table: simplified portfolio split (one row per bucket)
| Asset | Weight (%) | Value |
|---|---|---|
| Stock | 49,09% | 44.670,25 € |
| ETF | 31,21% | 28.397,93 € |
| Crypto | 8,61% | 7.835,60 € |
| Precious metal | 5,03% | 4.575,79 € |
| Cash | 6,06% | 5.510,23 € |
What this simplified layout means
- Stocks: concentrated exposure to individual companies (largest holdings include Apple Inc., Microsoft Corp. and MasterCard Inc.). Total weight is 49,09% of the portfolio.
- ETFs: broad market exposure via pooled funds (largest ETF is iShares Core MSCI World UCITS ETF). Total weight is 31,21%.
- Crypto: digital-asset exposure (Bitcoin and Ethereum) at 8,61%.
- Precious metal: Gold exposure at 5,03%.
- Cash: liquidity held as euros at 6,06%.
Headline figures to keep in mind (from your data)
- Portfolio value: 90.989,80 €
- Cash: 5.510,23 € (6,06%)
- Total invested (what you paid): 63.990,15 €
- Unrealized gain: +21.489,42 € (+33,58%)
- Number of holdings: 11
- Top holding weight (largest): 18,41%
- Top 5 weight: 65,64%
Notes and caveats
- Country coverage is nearly complete (99,40%); currency coverage is full (100,00%).
- Sector concentration: Technology is the largest sector at 39,98%.
- If you compare the five buckets above to your current detailed holdings, the table shows the same totals grouped more simply.
Would you like me to present this simplified split as target percentages only, or to show which specific holdings would sit in each bucket?
This page in other languages
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.