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
National GridNG.L1SiUK/Utilities20-12-2023
TernaTRN.MI0,9SiEU/Utilities12-04-2023
Joby AviationJOBY0,3NoUSA/eVTol17-04-2023
VonoviaVNA.FRA1,2SiEU/REIT18-05-2023
Unite GroupUTG.L1,3SiUK/REIT02-08-2023
TOTALE AZIONI8
VanEck Global REITTRET3,1SiWorld/REIT01-08-2023
DB-X EPRA/NAREIT EuropeXDER1,8SiEU/REIT20-03-2023
DB X-TRACKERS EUROPE STOXX 600XSX62,2SiEU02-04-2015
DB X-TRACKERS MSCI World TRNXMWO2,3SiWorld/Large Cap21-07-2013
Vanguard ACWIVWCE13,3SiWorld/Large Cap15-09-2023
SPDR Small Cap Value USAZPRV9,3SiUSA/Small Cap V.17-04-2023
Wisdomtree Quality Dividend GrowthGGRA5,2NoWorld/Quality19-06-2023
Vanguard LS 80 Acc.VNGA802,6SiWorld/Multiasset13-06-2023
PHYSICAL SWISS GOLDSGLD7,8SiOro Fisico29-09-2023
TOTALE ETF Azionari + ORO47,6
Romania 2041 2,75%15,4NoEU/Gov.25-04-2022
Romania 2029 6,625%7,4NoEU/Gov.06-09-2023
BTP Italia Nv 20282,7NoEU/Gov.22-11-2022
Spagna 2071 1.45%6,6NoEU/Gov.03-01-2024
Alerion 2029 6.75%7,2NoEU/Corp.22-01-2024
Amundi US Treasury Bond 10+YUS107,6SiUSA/Gov.20-12-2023
Vanguard Emerging Gov. BondVEMT4,1SiEMG/Gov.03-03-2022
TOTALE BOND51
CASH-6,6