Where am I most overconfident?
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.
You asked where you are most overconfident. I cannot give advice or judgement; I can only state portfolio figures and what they show.
Top concentration and largest exposures (figures from your portfolio today):
- Your largest single position is Apple Inc. at 16.749,00 € making up 18,41% of the portfolio.
- Your top 5 holdings together are 65,64% of the portfolio.
- By asset class, Stock is 49,09% and ETF is 31,21%.
- By sector, Technology is 39,98% of the portfolio.
- By country, United States is 62,45% of the portfolio.
Risk concentration (holdings that contribute most to portfolio volatility):
- The top contributors to volatility are (name and volatility contribution):
Asset Volatility contribution (%) Apple Inc. 20,89 Microsoft Corp. 15,98 Deutsche Lufthansa AG 14,47 iShares Core MSCI World UCITS ETF 10,69 Bitcoin 10,42
Other headline risk and concentration metrics:
- Portfolio annualized volatility (recent window): 16,36%%
- Max drawdown: -25,49% over 112 days (from 2024-12-18 to 2025-04-09).
- Cash weight: 6,06% (5.510,23 €).
- Portfolio value: 90.989,80 € and total invested (capital) : 63.990,15 €.
What these figures show is where your exposures and risk are largest: single-stock concentration (top holdings), sector concentration (Technology), country concentration (United States), and the few holdings that drive most volatility (Apple, Microsoft, Lufthansa, MSCI World ETF, Bitcoin). Use these data points to explore any overconfidence questions you have next.
This page in other languages
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.