What is my allocation by asset class?
An allocation question asks how a portfolio is divided — by asset class, sector, region or currency. What counts is the weight of each slice against the total, and the look-through into funds: an ETF is not one holding but hundreds.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here is your allocation by asset class (top five shown first):
| Asset | Weight (%) | Value (€) |
|---|---|---|
| Stock | 49,09% | 44.666,25 € |
| ETF | 31,21% | 28.397,93 € |
| Crypto | 8,61% | 7.833,76 € |
| Cash | 6,06% | 5.510,23 € |
| Precious metal | 5,03% | 4.575,79 € |
Notes:
- The breakdown above uses the coverage available for asset-class classification.
- Your portfolio total value is 90.983,96 €.
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.