Il portafoglio dell’Oracolo

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

Descr.Ticker%CoreArea/SettoreUltimo acquisto
ALPHABET-AGOOG2,4SiUSA/IT07-10-2014
LVMHMOH.FRA0,9SiEU/Lusso09-12-2014
National GridNG.L0,8SiUK/Utilities20-12-2023
TernaTRN.MI0,9SiEU/Utilities12-04-2023
Joby AviationJOBY0,3NoUSA/eVTol17-03-2024
Unite GroupUTG.L1,1SiUK/REIT02-08-2023
TOTALE AZIONI6,4
VanEck Global REITTRET3,9SiWorld/REIT06-04-2024
DB-X EPRA/NAREIT EuropeXDER3SiEU/REIT05-04-2024
DB X-TRACKERS EUROPE STOXX 600XSX62,1SiEU02-04-2015
DB X-TRACKERS MSCI World TRNXMWO2,2SiWorld/Large Cap21-07-2013
Vanguard ACWIVWCE12,7SiWorld/Large Cap15-09-2023
SPDR Small Cap Value USAZPRV8,7SiUSA/Small Cap V.17-04-2023
Wisdomtree Quality Dividend GrowthGGRA4,8NoWorld/Quality19-06-2023
Vanguard LS 80 Acc.VNGA802,4SiWorld/Multiasset13-06-2023
PHYSICAL SWISS GOLDSGLD8,7SiOro Fisico28-02-2024
TOTALE ETF Azionari + ORO48,5
Romania 2041 2,75%12,7NoEU/Gov.25-04-2022
Romania 2029 6,625%6,8NoEU/Gov.06-09-2023
BTP Italia Nv 20282,4NoEU/Gov.22-11-2022
Spagna 2071 1.45%3,7NoEU/Gov.03-01-2024
Alerion 2029 6.75%4NoEU/Corp.22-01-2024
Borgosesia 2029 5% + EUR3M12,7NoEu/Corp.25-06-2024
Amundi US Treasury Bond 10+YUS106,9SiUSA/Gov.20-12-2023
Vanguard Emerging Gov. BondVEMT3,8SiEMG/Gov.03-03-2022
TOTALE BOND52,9
CASH-7,8