Analysis: currency allocation
in progress
Björn Beier
Merged in a post:
Distribution of wealth by currency
Y
Yul Kaffee
Would be great to have an opportunity to see the currency shares as a percentage
Björn Beier
marked this post as
in progress
Björn Beier
Merged in a post:
currency analysis
Manuel Grotz
It would be nice if you could analyze in Parqet and analyze which currency areas you cover with your shares and to what extent. This is not where I trade the stock on which stock exchange, but where the primary stock exchange is. For example, a “Deutsche Telekom AG” is a German share with a primary stock exchange “Germany”, so this is shown in euros in the analysis. A “Coca-Cola” has the primary stock exchange in the USA and also the core currency “USD”. With an analysis option, you could see at a glance which currency areas and how strong the portfolio is in terms of a currency.
Björn Beier
Merged in a post:
Currency sharing for multiple ETFs would be a great feature!
P
Parqet Nutzer
What I still need when holding several ETFs, however, would be a division by currency at portfolio level. Especially if you hold various ETFs (e.g. with USD, EUR or emerging market exposure), it would be extremely exciting to see:
• How high my actual currency risk is
• Which currencies are weighted to what extent
• Whether I unconsciously have cluster risks in USD or other currencies
A visual presentation (e.g. as a pie chart or percentage overview) would round off the whole thing perfectly.
I think that would be a huge added value for many ETF investors — especially for long-term investors with globally diversified portfolios
Björn Beier
Merged in a post:
Dividend currency allocation
R
Rory Rudolph
Hi everyone,
Would it be possible to break down the distribution of received dividends to the individual currencies.
In order to get a better overview of dividend diversification.
Thanks in advance
Björn Beier
Merged in a post:
Foreign exchange allocation
F
Fabian
Many stocks and especially ETFs are denominated in USD or pay out in it. So that investors are aware of or illustrated this cluster risk in the USD and so that we can make appropriate adjustments in our portfolios, it would be very good if this “foreign exchange allocation” (cluster risk) were graphically and/or as a percentage visible in the analysis tool.
Thank you dear parqetteam for your fantastic work.
LG Fabian
Björn Beier
Merged in a post:
currency allocation
L
Leon
In addition to regional weighting, I would also find the analysis of currencies exciting. In this way, you can get an idea of the external transactions you have in your portfolio at a glance.
Z
Zigi
An analysis by currency would be very helpful for me.