What is my allocation by currency?
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 currency (top lines first).
| Currency | Weight (%) | Value [€] |
|---|---|---|
| EUR | 50,53% | 45.970,84 € |
| USD | 22,77% | 20.721,48 € |
| Crypto | 8,61% | 7.833,76 € |
| Cash | 6,06% | 5.510,23 € |
| Precious metal | 5,03% | 4.575,79 € |
Notes:
- The table shows the main currency buckets; coverage is 100,00% for currencies.
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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.