Which position matters most to my success or failure?
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.
Your largest single position by weight and the biggest contributor to portfolio volatility is Apple Inc.. It represents 18,41% of the portfolio and contributes {{holdings_by_volatility_contribution[0].volatility_contribution_pct if false}}18,41% to overall risk.
Quick facts:
- Largest position: Apple Inc. — value 16.749,00 €, weight 18,41%.
- Top volatility contributor: Stock? (see volatility table below)
Table of the largest risk contributors (top 5 by volatility contribution)
| Asset | Weight (%) | Volatility p.a. (%) | Contribution to volatility (%) |
|---|---|---|---|
| Apple Inc. | 18,41% | 22,99 | 20,9 |
| Microsoft Corp. | 11,62% | 30,50 | 15,98 |
| Stock | 8,41% | 30,67 | 14,47 |
| iShares Core MSCI World UCITS ETF | 16,54 | 9,00 | 10,69 |
| Bitcoin | 5,11% | 35,92 | 10,41 |
What this means: the items above drive most of your portfolio volatility and therefore have the largest impact on whether the portfolio’s value rises or falls. The table lists weight, volatility and each asset’s share of portfolio volatility so you can see which holdings matter most.
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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.