What would my portfolio be worth today if I had invested only in Tesla?
An overview question asks what a portfolio holds and what it is worth: the positions, the total, and how each one weighs against the whole. The figures are the latest price of everything held, with cash counted alongside the securities.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s the simulated “all-Tesla” result using your own transaction history and the assumptions of the run.
| Metric | Value |
|---|---|
| Value today (in this scenario) [€] | 90.983,96 € |
| Invested total used in simulation [€] | 63.990,15 € |
| Cash withdrawn in simulation [€] | 9.511,00 € |
| Total return (abs) [€] | 21.597,42 € |
| Total return (%) | +27,85% |
| Simulation assumptions | The simulated portfolio is 100,0% Tesla Inc.; funded by your real cashflows and transactions; contributions invested at next available close price; no rebalancing, trading costs or taxes; valued at latest close. |
Notes:
- The simulation compares what your actual portfolio is worth today with a hypothetical portfolio constructed by investing your real cashflows entirely into Tesla.
- The figures above follow the simulation’s assumptions and are hypothetical.
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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.