Core “SI” indica la parte pigra, “NO” la parte tattica.
Descr. | Ticker | % | Core | Area/Settore | Ultimo acquisto |
ALPHABET-A | GOOG | 2,2 | Si | USA/IT | 07-10-2014 |
LVMH | MOH.FRA | 1,1 | Si | EU/Lusso | 09-12-2014 |
National Grid | NG.L | 1 | Si | UK/Utilities | 20-12-2023 |
Terna | TRN.MI | 0,9 | Si | EU/Utilities | 12-04-2023 |
Joby Aviation | JOBY | 0,4 | No | USA/eVTol | 17-03-2024 |
Vonovia | VNA.FRA | 1,2 | Si | EU/REIT | 18-05-2023 |
Unite Group | UTG.L | 1,2 | Si | UK/REIT | 02-08-2023 |
TOTALE AZIONI | 8 | ||||
VanEck Global REIT | TRET | 3 | Si | World/REIT | 01-08-2023 |
DB-X EPRA/NAREIT Europe | XDER | 1,8 | Si | EU/REIT | 20-03-2023 |
DB X-TRACKERS EUROPE STOXX 600 | XSX6 | 2,2 | Si | EU | 02-04-2015 |
DB X-TRACKERS MSCI World TRN | XMWO | 2,3 | Si | World/Large Cap | 21-07-2013 |
Vanguard ACWI | VWCE | 13,2 | Si | World/Large Cap | 15-09-2023 |
SPDR Small Cap Value USA | ZPRV | 9,3 | Si | USA/Small Cap V. | 17-04-2023 |
Wisdomtree Quality Dividend Growth | GGRA | 5 | No | World/Quality | 19-06-2023 |
Vanguard LS 80 Acc. | VNGA80 | 2,6 | Si | World/Multiasset | 13-06-2023 |
PHYSICAL SWISS GOLD | SGLD | 8,6 | Si | Oro Fisico | 28-02-2024 |
TOTALE ETF Azionari + ORO | 48 | ||||
Romania 2041 2,75% | 13,6 | No | EU/Gov. | 25-04-2022 | |
Romania 2029 6,625% | 7,1 | No | EU/Gov. | 06-09-2023 | |
BTP Italia Nv 2028 | 2,6 | No | EU/Gov. | 22-11-2022 | |
Spagna 2071 1.45% | 4 | No | EU/Gov. | 03-01-2024 | |
Alerion 2029 6.75% | 4,2 | No | EU/Corp. | 22-01-2024 | |
Italia Wine Brands | 4,9 | No | EU/Corp. | 08-03-2024 | |
Amundi US Treasury Bond 10+Y | US10 | 7,4 | Si | USA/Gov. | 20-12-2023 |
Vanguard Emerging Gov. Bond | VEMT | 4 | Si | EMG/Gov. | 03-03-2022 |
TOTALE BOND | – | 47,8 | |||
CASH | – | -3,8 |