What mistake am I most likely to make next?
A question that draws on several parts of a portfolio at once. The answer comes from more than one calculation, and says which figures it is putting together.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
I can only discuss your finances. From your portfolio data, the most likely mistake to make next is confusing invested capital with current market value — treating your holdings' market value as the amount you originally put in.
- What your data shows:
- Your portfolio value is 90.989,80 €.
- The amount you actually put in (total invested) is 63.990,15 €.
- Cash in the account is 5.510,23 € (6,06% of the portfolio).
- Unrealized gain is +21.489,42 € (+33,58%).
Why this is the key confusion:
- Market value (what the holdings are worth today) and capital paid in are different numbers in your snapshots. Mixing them can make performance, savings progress, or available capital look larger or smaller than they really are.
- For example, your unrealized gain is explicitly shown separately from the capital figures above, so reading the market value as "what I put in" would ignore that distinction.
If you'd like, I can list other common misreads from your data (three brief items).
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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.