What percentage of my portfolio is in stocks, ETFs, bonds, cash, and crypto?
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 the allocation by instrument type from your portfolio:
| Asset | Weight (%) |
|---|---|
| Stock | 49,09% |
| ETF | 31,21% |
| Bonds | 0,00% |
| Cash | 6,06% |
| Crypto | 8,61% |
Note: the table shows the coverage available for these buckets.
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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.