Which assets have declined the most in value?
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 are the portfolio holdings with the largest declines in unrealized value, sorted by worst unrealized gain (most negative first). The table shows the asset and its unrealized gain (change):
| Asset | Unrealized gain (€) |
|---|---|
| Ethereum | -2.105,46 € |
| Gold | -34,29 € |
| Deutsche Lufthansa AG | +194,00 € |
| Bitcoin | +628,92 € |
| MasterCard Inc. | +1.399,45 € |
Interpretation: the biggest decline is in Ethereum (largest unrealized loss of -2.105,46 €). The next is Gold with a small loss of -34,29 €. The other listed holdings show positive unrealized gains.
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