What is my allocation by region?
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 region (coverage: 99,40%):
| Region | Weight (%) | Value (EUR) |
|---|---|---|
| North America | 63,12% | 57.431,64 € |
| Europe | 11,48% | 10.440,46 € |
| Crypto | 8,61% | 7.833,76 € |
| Cash | 6,06% | 5.510,23 € |
| Precious metal | 5,03% | 4.575,79 € |
| Asia | 4,46% | 4.061,98 € |
| Unclassified | 0,60% | 543,71 € |
| Latin America and the Caribbean | 0,27% | 245,76 € |
| Oceania | 0,27% | 243,01 € |
| Africa | 0,11% | 97,66 € |
This breakdown reflects the current coverage of 99,40% of your portfolio.
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