Portfolio
Portfolio overview
A current view of portfolio positioning, allocation, liquidity, and recent performance.
Position map
Aggregated holdings grouped by instrument across the current portfolio.
On this page I try to visualize what the risk score of my portfolio means, why it can move more sharply than the wider market, and how that risk fits into my long-term investment strategy.
On this page I try to visualize what the risk score of my portfolio means, why it can move more sharply than the wider market, and how that risk fits into my long-term investment strategy. It gives insights in the volatility, concentration, asset choices, and the difference between short-term price swings and the underlying investment thesis.
Daily volatility risk
Each day maps yesterday's absolute move plus today's absolute move onto eToro's risk-score volatility bands.
Daily performance swings
Daily gain or loss across the same lookback period, showing how often returns break above or below zero.
This chart shows how much of the portfolio is driven by a small number of large positions versus a broader spread of holdings and cash. It helps explain whether overall risk is concentrated in a few ideas or balanced across more of the portfolio.
This breakdown shows which asset classes carry the portfolio and how much of the risk comes from growth assets, defensive holdings, or cash. It gives context on whether the portfolio behaves more like an equity-heavy strategy, a diversified mix, or a higher-volatility allocation.
This chart highlights how much of the portfolio is tied to each currency, which matters because portfolio risk is not only driven by asset prices but also by exchange-rate moves. It helps show whether returns are diversified across currencies or dominated by one base exposure.
This view shows where the underlying companies or issuers are based, giving a sense of geographic concentration in the portfolio. It helps explain whether portfolio risk is spread across different economies and policy environments or clustered in a narrower part of the world.
This chart shows whether the portfolio is diversified across different industries or tilted heavily toward a few themes. It helps connect portfolio risk to sector concentration, because holdings that share the same business drivers often rise and fall together.