What contributed most to my returns over the last 30 days?
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 the top contributors to your portfolio returns over the last 30 days, ranked by their contribution to the period change in value.
| Asset | Value change (€) |
|---|---|
| Apple Inc. | +357,00 |
| iShares Core MSCI World UCITS ETF | -187,80 |
| Microsoft Corp. | -245,00 |
| iShares Core MSCI World UCITS ETF | -42,00 |
| Deutsche Lufthansa AG | -514,00 |
| Cash | 0,00% |
| Bitcoin | +868,23 |
| Precious metal | -25,95 |
| ETF | -66,15 |
| ETF | -75,00 |
| iShares Core MSCI EM IMI UCITS ETF USD (Acc) | +151,50 |
| Ethereum | +760,88 |
What this table shows: positive signed cells are holdings that added value to the portfolio in the last 30 days, negatives subtracted value. The single largest positive contribution was from Bitcoin (Bitcoin) with +868,23 €, followed by Ethereum (Ethereum) with +760,88 €. The largest negative single drag was Deutsche Lufthansa AG (Deutsche Lufthansa AG) with -514,00 €.
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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.