What are my best performing assets this month?
An overview question asks what a portfolio holds and what it is worth: the positions, the total, and how each one weighs against the whole. The figures are the latest price of everything held, with cash counted alongside the securities.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are your top performers for the period 01/09/2026 to 10/09/2026, sorted by positive contribution to the portfolio this month:
| Asset | Value (€) | Owned value change (€) |
|---|---|---|
| Apple Inc. | 16.749,00 € | -477,00 |
| iShares Core MSCI World UCITS ETF | 9.702,00 € | -362,00 |
| Microsoft Corp. | 10.571,25 € | -188,75 |
| Precious metal | 4.575,79 € | 58,25 |
| Xtrackers MSCI USA UCITS ETF 1C | 5.808,45 € | 35,25 |
| iShares Core MSCI EM IMI UCITS ETF USD (Acc) | 3.561,38 € | 98,55 |
| Crypto | 7.833,76 € | 47,35 |
| Ethereum | 3.184,22 € | 76,55 |
| Cash | 5.510,23 € | 0,00% |
Notes:
- A positive "Owned value change (€)" cell shows the signed change this month; negatives are shown with a "-" sign.
- The table uses the holdings recorded for 01/09/2026–10/09/2026 and the latest per-holding owned value changes for that period.
- Some large holdings showed negative month contributions despite being top performers year-to-date; the table reflects only this month's moves.
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