If you’ve not seen it yet, we recommend checking out your Navexa account’s Contributions Report.
Your Contributions Report is a powerfully visual way to get a sense of how your portfolio’s individual holdings are contributing to your performance.
An individual holding’s ‘contribution’ can be positive or negative. And, of course, everything is relative. In any portfolio you’ll have a highest and lowest performing holding. Everything else will fall between.
To find your Contributions Report, click the ‘Performance’ link in your account’s navigation bar.
Then click 'Contributions'.
Once you’re in, select the parameters and groupings for your report using the menus along the top of the report.
Choose from pre-defined date ranges, or set your own custom date range. Group your report according to the standard options, or any custom holding groupings you’ve set up.
You’ll see something like this:
In the example above, you can see multiple sectors represented as coloured bars. For the time range selected, eight are showing positive returns in green — the two in red are showing a negative return.
The numbers inside the coloured bars are the net dollar return of the respective holdings within the portfolio.
This example shows that the Financials sector is by far contributing the most to the portfolio performance. Information Technology is contributing the least.
Below the chart, you can see a table displaying more details on each holding. This table ranks the holdings in order from best to worst performer, and shows the capital gain, dividend return and currency gain of each.