Core “SI” indica la parte pigra, “NO” la parte tattica.
Descr. | Ticker | % | Core | Area/Settore | Ultimo acquisto |
ALPHABET-A | GOOG | 1,6 | Si | USA/IT | 07-10-2014 |
LVMH | MOH.FRA | 1,15 | Si | EU/Lusso | 09-12-2014 |
Amazon | AMZN | 0,5 | Si | USA/IT | 03-08-2021 |
National Grid | NG.L | 0,6 | Si | UK/Utilities | 03-07-2020 |
ENAV | ENAV.MI | 0,65 | Si | EU/Utilities | 18-08-2020 |
TERNA | TRN.MI | 0,55 | Si | EU/Utilities | 30-12-2020 |
Abbot Lab | ABT | 0,7 | Si | USA/Salute | 13-01-2021 |
SNAM | SRG.MI | 0,5 | Si | EU/Utilities | 16-02-2021 |
Joby Aviation | JOBY | 0,2 | No | USA/eVTol | 10-01-2022 |
Medtronic | MDT | 0,5 | Si | USA/Salute | 15-12-2021 |
L’Oreal | OR.FRA | 0,55 | Si | EU/Lusso | 21-02-2022 |
Vonovia | VNA.FRA | 0,8 | Si | EU/REIT | 30-09-2022 |
UNITE GROUP | UTG.L | 0,7 | Si | UK/REIT | 11-01-2021 |
TOTALE AZIONI | 9,0 | ||||
iShares FTSE EPRA/NAREIT DEV MKTS | IWDP | 1,65 | Si | World/REIT | 29-10-2013 |
VanEck Global REIT | TRET | 2,2 | Si | World/REIT | 29-09-2022 |
DB-X EPRA/NAREIT Europe | XDER | 1,3 | Si | EU/REIT | 20-09-2022 |
DB X-TRACKERS EUROPE STOXX 600 | XSX6 | 2,25 | Si | EU | 02-04-2015 |
DB X-TRACKERS MSCI World TRN | XMWO | 2,2 | Si | World/Large Cap | 21-07-2013 |
iShares MSCI EMKT CORE | EIMI | 2,7 | Si | EMKTs/Large Cap | 05-12-2016 |
Amundi MSCI Pacific ex Japan TRN | CP9 | 0,85 | Si | Pacific/Large Cap | 28-01-2019 |
Vanguard ACWI | VWCE | 11,4 | Si | World/Large Cap | 15-12-2022 |
Wisdomtree AI | WTAI | 3,25 | No | World/AI | 17-10-2022 |
iShares Core MSCI Japan IMI | SJPA | 0,45 | Si | Giappone | 26-02-2021 |
SPDR Small Cap Value USA | ZPRV | 8,45 | Si | USA/Small Cap V. | 15-12-2022 |
Wisdomtree Quality Dividend Growth | GGRA | 3,85 | No | World/Quality | 15-12-2022 |
PHYSICAL SWISS GOLD | SGLD | 7 | Si | Oro Fisico | 12-09-2022 |
TOTALE ETF Azionari + Oro | 47,55 | ||||
IVS 2026 3% | 4,75 | Si | ITA/Corporate | 06-01-2021 | |
US Treasury 2050 2% $ | 0,55 | Si | USA/Gov. | 26-02-2021 | |
Intek 2025 4,5% | 3,35 | No | ITA/Corporate | 07-03-2022 | |
Romania 2041 2,75% | 16,3 | No | EU/Gov. | 25-04-2022 | |
BTP Italia Nv 2028 | 3,25 | No | EU/Gov. | 22-11-2022 | |
LYXOR EUROMTS Inflation | EMI | 1,45 | Si | EU/Gov. | 14-02-2018 |
DB Global IG Government Bond | XG7S | 1,65 | Si | World/Gov. | 11-06-2020 |
DB Global IL Government Bond | XGIU | 1,55 | Si | World/Gov. IL | 20-05-2020 |
Vanguard Emerging Gov. Bond | VEMT | 4,1 | Si | EMKTs/Gov. | 03-03-2022 |
TOTALE BOND | – | 36,95 | |||
Cash | – | 6,5 |