Which currency exposures create unwanted concentration?
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 largest currency exposures in your portfolio and where concentration is highest.
| Currency | Weight (%) | Value (EUR) |
|---|---|---|
| EUR | 50,53% | 45.986,84 € |
| 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 shows most exposure is in EUR and USD — together they make up 73,30% of the portfolio. Because coverage is complete, these figures reflect your full currency mix. Concentration is highest in EUR (half the portfolio) and then USD; Crypto is a smaller but noticeable exposure at 8,61%.
If you want, I can show the same table sorted by value or give a chart.
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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.