What are my largest positions right now?
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 largest positions by market value today.
| Asset | Value (€) |
|---|---|
| Apple Inc. | 16.749,00 € |
| iShares Core MSCI World UCITS ETF | 15.054,60 € |
| Microsoft Corp. | 10.571,25 € |
| MasterCard Inc. | 9.702,00 € |
| Deutsche Lufthansa AG | 7.644,00 € |
This list shows your top five holdings and their current market values.
Your top holding makes up 18,41% of the portfolio and your top five together make up 65,64%.
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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.