What is the weakest part of my portfolio?
A question about what could be done next. The answer describes what is there and what would change; what to do about it is a decision only the person holding the portfolio can make.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s the weakest part of your portfolio, shown as the single largest negative contributor and the biggest underperformer.
| Asset | Value (€) | Weight (%) | Unrealized gain/loss (€) | Unrealized return (%) |
|---|---|---|---|---|
| Ethereum | 3.184,53 € | 3,50% | -2.105,15 € | -39,80% |
What this means: Ethereum is your worst performer by unrealized return (largest negative return and negative unrealized gain). It is also one of the top contributors to portfolio volatility in the recent risk window, so it affects overall fluctuation as well.
Additional context (headline figures): your portfolio is worth 90.989,80 €, of which 85.479,57 € are securities and 5.510,23 € cash. You have 11 holdings and total invested (paid in) is 63.990,15 €.
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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.