Il portafoglio dell’Oracolo

Core “SI” indica la parte pigra, “NO” la parte tattica.

Descr.Ticker%CoreArea/SettoreUltimo acquisto
ALPHABET-AGOOG2,1SiUSA/IT7-10-2014
LVMHMOH.FRA0,9SiEU/Lusso9-12-2014
AmazonAMZN0,7SiUSA/IT3-08-2021
National GridNG.L0,75SiUK/Utilities3-07-2020
ENAVENAV.MI0,7SiEU/Utilities18-08-2020
TERNATRN.MI0,6SiEU/Utilities30-12-2020
ALIBABABABA0,15NoEMKTs/IT30-12-2020
Abbot LabABT0,7SiUSA/Salute13-01-2021
SNAMSRG.MI0,55SiEU/Utilities16-02-2021
UNITE GROUPUTG.L0,8SiUK/REIT11-01-2021
Joby AviationJOBY0,35NoUSA/eVTol10-01-2022
MedtronicMDT0,65SiUSA/Salute15-12-2021
L’OrealOR.FRA0,5SiEU/Lusso21-02-2022
Gazprom ADRGAZ.FRA0,15NoEMKTs/Energia01-03-2022
VonoviaVNA.FRA0,65SiEU/REIT12-3-2022
PersimmonPSM.L0,35NoUK/Costruzioni10-3-2022
TOTALE AZIONI10,6
iShares FTSE EPRA/NAREIT DEV MKTSIWDP1,95SiWorld/REIT29-10-2013
CS Green REITGREIT1,25SiWorld/REIT14-12-2020
VanEck Global REITTRET2,2SiWorld/REIT04-03-2022
DB-X EPRA/NAREIT EuropeXDER0,7SiEU/REIT10-4-2022
DB X-TRACKERS EUROPE STOXX 600XSX62,15SiEU02-04-2015
DB X-TRACKERS MSCI World TRNXMWO2,3SiWorld/Large Cap21-07-2013
iShares MSCI EMKT COREEIMI2,75SiEMKTs/Large Cap05-12-2016
Amundi MSCI Pacific ex Japan TRNCP90,9SiPacific/Large Cap28-01-2019
Vanguard ACWIVWCE6,6SiWorld/Large Cap19-04-2022
LYXOR 600 UTILUTI1,15SiEU/Utilities11-12-2020
Wisdomtree AIWTAI2,4NoWorld/AI21-03-2022
iShares Core MSCI Japan IMISJPA0,45SiGiappone26-02-2021
SPDR Small Cap Value USAZPRV5,45SiUSA/Small Cap V.19-04-2022
Wisdomtree Quality Dividend GrowthGGRA1,9NoWorld/Quality19-04-2022
iShares Value FactorIWVL1,6SIWorld/Value19-4-2022
PHYSICAL SWISS GOLDSGLD5,1SiOro Fisico17-01-2022
TOTALE ETF Azionari + ETC38,85
IVS 2026 3%6,4SiITA/Corporate06-01-2021
TURKEY 2025 7,375% $2,45NoEMKTs/Gov.21-12-2021
US Treasury 2050 2% $0,6SiUSA/Gov.26-02-2021
Intek 2025 4,5%4,85NoITA/Corporate30-07-2021
Romania 2041 2,75%21,75NoEU/Gov.25-04-2022
LYXOR EUROMTS InflationEMI1,55SiEU/Gov.14-02-2018
DB Global IG Government BondXG7S1,7SiWorld/Gov.11-06-2020
DB Global IL Government BondXGIU1,7SiWorld/Gov. IL20-05-2020
Vanguard Emerging Gov. BondVEMT4,15SiEMKTs/Gov.03-03-2022
TOTALE BOND45,15
Cash5,4