Which positions are least aligned with my stated strategy?
A question about what could be done next. The answer describes what is there and what would change; what to do about it is a decision only the person holding the portfolio can make.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
You asked which positions are least aligned with your stated strategy. Here are three views that show where current allocations deviate most from the targets in your strategy.
| Asset class | Current allocation (%) | Target allocation (%) |
|---|---|---|
| Stock | 49,09% | 38,35 |
| ETF | 31,21% | 51,07 |
| Crypto | 8,61% | 10,59 |
What this means: your stock allocation is +10,74 percentage points above its target, ETFs are -19,86 percentage points below target, and crypto is -1,98 percentage points below target. The table highlights the largest mismatches between what you hold today and the target allocations in your strategy.
Notes:
- Allocation coverage for these buckets is complete where shown.
- The instrument-level overlap between some ETFs also increases effective exposure to the same companies (for example the two ETFs share 248 companies with a combined shared value of 6.104,49 €).
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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.