Il portafoglio dell’Oracolo

ALPHABET-AGOOG3,8%
LVMH1,75%
AmazonAMZN1,55%
National GridNG0,95%
ENAV1%
TERNA0,8%
ALIBABABABA0,35%
Abbot LabABT1,1%
SNAM0,8%
UNITE GROUPUTG1,25%
Joby AviationJOBY0,35%
TOTALE AZIONI13,7%
ISHARES FTSE EPRA/NAREIT DEV MKTSIWDP3%
CS Green REITGREIT1,95%
Ishares REIT UKIUKP0,95%
DB X-TRACKERS EUROPE STOXX 600XSX63,55%
DB X-TRACKERS MSCI World TRNXMWO3,65%
ISHARES MSCI EMKT COREEIMI4,6%
AMUNDI MSCI Pacific ex Japan TRNCP91,35%
Vanguard ACWIVWCE7,3%
LYXOR 600 UTILUTI1,7%
WISDOMTREE AIWTAI1,85%
iShares Core MSCI Japan IMISJPA0,8%
SPDR Small Cap Value USAZPRV3,7%
PHYSICAL SWISS GOLDSGLD5,15%
PHYSICAL SILVERPHAG2,95%
TOTALE ETF Azionari + ETC42,5%
IVS 2026 3%9,75%
TURKEY 2025 $3,6%
US Treasury 2050 2%1,05%
Intek 20259%
LYXOR EUROMTS InflationEMI2,3%
DB Global IG Government BondXG7S2,75%
DB Global IL Government BondXGIU2,7%
Vanguard Emerging Govern BondVEMT4,15%
TOTALE BOND35,3%
Cash8,5%