Which currencies am I most dependent on?
A currency question asks how much of a portfolio moves with an exchange rate rather than with the assets themselves. A fund priced in one currency can hold assets in several, so the exposure is rarely the currency on the ticket.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are the currencies you are most exposed to, ordered by weight. The table shows each currency and its share of your portfolio value.
| Currency | Weight (%) | Value (EUR) |
|---|---|---|
| EUR | 50,53% | 45.974,84 € |
| USD | 22,77% | 20.721,48 € |
| Crypto | 8,61% | 7.835,60 € |
| Cash | 6,06% | 5.510,23 € |
| Precious metal | 5,03% | 4.575,79 € |
This breakdown covers 100,00% of your portfolio by currency. It shows you are most dependent on EUR and USD together, which make up the majority of your holdings.
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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.