Il portafoglio dell’Oracolo

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

Descr.Ticker%CoreArea/SettoreUltimo acquisto
ALPHABET-AGOOG2,2SiUSA/IT07-10-2014
LVMHMOH.FRA1,1SiEU/Lusso09-12-2014
AmazonAMZN0,85SiUSA/IT03-08-2021
National GridNG.L0,6SiUK/Utilities03-07-2020
ENAVENAV.MI0,65SiEU/Utilities18-08-2020
TERNATRN.MI0,55SiEU/Utilities30-12-2020
ALIBABABABA0,2NoEMKTs/IT30-12-2020
Abbot LabABT0,75SiUSA/Salute13-01-2021
SNAMSRG.MI0,5SiEU/Utilities16-02-2021
UNITE GROUPUTG.L0,65SiUK/REIT11-01-2021
Joby AviationJOBY0,35NoUSA/eVTol10-01-2022
MedtronicMDT0,6SiUSA/Salute15-12-2021
L’OrealOR.FRA0,55SiEU/Lusso21-02-2022
VonoviaVNA.FRA0,45SiEU/REIT12-03-2022
PersimmonPSM.L0,2NoUK/Costruzioni10-03-2022
TOTALE AZIONI10,2
iShares FTSE EPRA/NAREIT DEV MKTSIWDP1,85SiWorld/REIT29-10-2013
VanEck Global REITTRET2,05SiWorld/REIT04-03-2022
DB-X EPRA/NAREIT EuropeXDER1,25SiEU/REIT20-09-2022
DB X-TRACKERS EUROPE STOXX 600XSX62,15SiEU02-04-2015
DB X-TRACKERS MSCI World TRNXMWO2,4SiWorld/Large Cap21-07-2013
iShares MSCI EMKT COREEIMI2,85SiEMKTs/Large Cap05-12-2016
Amundi MSCI Pacific ex Japan TRNCP90,9SiPacific/Large Cap28-01-2019
Vanguard ACWIVWCE9,1SiWorld/Large Cap16-08-2022
LYXOR 600 UTILUTI1,1SiEU/Utilities11-12-2020
Wisdomtree AIWTAI3,3NoWorld/AI15-09-2022
iShares Core MSCI Japan IMISJPA0,5SiGiappone26-02-2021
SPDR Small Cap Value USAZPRV8,05SiUSA/Small Cap V.15-09-2022
Wisdomtree Quality Dividend GrowthGGRA3,3NoWorld/Quality15-09-2022
iShares World Value FactorIWVL2,25SiWorld/Value15-06-2022
PHYSICAL SWISS GOLDSGLD7,45SiOro Fisico12-09-2022
TOTALE ETF Azionari + ETC48,5
IVS 2026 3%4,95SiITA/Corporate06-01-2021
US Treasury 2050 2% $0,65SiUSA/Gov.26-02-2021
Intek 2025 4,5%3,55NoITA/Corporate07-03-2022
Romania 2041 2,75%15,75NoEU/Gov.25-04-2022
LYXOR EUROMTS InflationEMI1,55SiEU/Gov.14-02-2018
DB Global IG Government BondXG7S1,85SiWorld/Gov.11-06-2020
DB Global IL Government BondXGIU1,7SiWorld/Gov. IL20-05-2020
Vanguard Emerging Gov. BondVEMT4,55SiEMKTs/Gov.03-03-2022
TOTALE BOND34,55
Cash6,75