Il portafoglio dell’Oracolo

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

Descr.Ticker/ISIN%CoreArea/SettoreUltimo acquisto
ALPHABET-AGOOG2,7SiUSA/IT07-10-2014
LVMHMOH.FRA0,9SiEU/Lusso09-12-2014
National GridNG.L1SiUK/Utilities20-06-2024
TernaTRN.MI0,9SiEU/Utilities12-04-2023
Novo NordiskNVO1,4NoEU/Health Care23-12-2024
Unite GroupUTG.L0,9SiUK/REIT02-08-2023
VanEck Global REITTRET6,6SiWorld/REIT23-01-2025
DB X-TRACKERS EUROPE STOXX 600XSX62,1SiEU02-04-2015
DB X-TRACKERS MSCI World TRNXMWO2,4SiWorld/Large Cap21-07-2013
Vanguard ACWIVWCE14,6SiWorld/Large Cap17-12-2024
SPDR Small Cap Value USAZPRV9,7SiUSA/Small Cap V.17-04-2023
Wisdomtree Quality Dividend GrowthGGRA5NoWorld/Quality19-06-2023
Avantis Global Small Cap ValueAVWS1,1SIWorld/Small Cap V.08-11-2024
Vanguard LS 80 Acc.VNGA802,6SiWorld/Multiasset13-06-2023
TOTALE AZIONI51,8
PHYSICAL SWISS GOLDSGLD10,1SiOro Fisico28-02-2024
TOTALE COMMODITIES10,1
Romania 2041 2,75%XS233051489911,1NoEU/Gov.25-04-2022
Romania 2037 5,625%XS28298109233,3NoEU/Gov.11-11-2024
Romania 2029 6,625%XS25384415988,7NoEU/Gov.06-12-2024
BTP Italia Nv 2028IT00055171952,3NoEU/Gov.22-11-2022
Borgosesia 2029 5% + EUR3MIT000559507610,6NoEu/Corp.25-06-2024
GILT 2042 3,25%GB00B84Z9V045,4NoEU/Gov.08-01-2025
Amundi US Treasury Bond 10+YUS106,5SiUSA/Gov.20-12-2023
Vanguard Emerging Gov. BondVDEA3,9SiEMG/Gov.03-09-2024
TOTALE BOND52,3
CERTIFICATI LEONTECHCH13588536740,7No16-09-2024
CASH-14,8