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
AmazonAMZN0,7SiUSA/IT03-08-2021
National GridNG.L0,6SiUK/Utilities03-07-2020
TernaTRN.MI1,0SiEU/Utilities12-04-2023
Abbott LabsABT0,6SiUSA/Salute13-01-2021
Joby AviationJOBY0,3NoUSA/eVTol17-04-2023
VonoviaVNA.FRA1,5SiEU/REIT18-05-2023
Unite GroupUTG.L1,3SiUK/REIT02-08-2023
TOTALE AZIONI9,3
VanEck Global REITTRET3,2SiWorld/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 TRNXMWO2,2SiWorld/Large Cap21-07-2013
Vanguard ACWIVWCE11,5SiWorld/Large Cap15-12-2022
Wisdomtree AIWTAI3,2NoWorld/AI17-10-2022
SPDR Small Cap Value USAZPRV9,7SiUSA/Small Cap V.17-04-2023
Wisdomtree Quality Dividend GrowthGGRA5,1NoWorld/Quality19-06-2023
Vanguard LS 80 Acc.VNGA802,6SiWorld/Multiasset13-06-2023
PHYSICAL SWISS GOLDSGLD7,7SiOro Fisico22-06-2023
TOTALE ETF Azionari + ORO49,2
Romania 2041 2,75%15,4NoEU/Gov.25-04-2022
Romania 2029 6,625%15,6NoEU/Gov.06-09-2023
BTP Italia Nv 20282,9NoEU/Gov.22-11-2022
European Union 4mar20533,3SiEU/Gov.06-09-2023
Amundi US Treasury Bond 10+YUS102,9SiEU/Gov.25-09-2023
Vanguard Emerging Gov. BondVEMT4,4SiEMG/Gov.03-03-2022
TOTALE BOND44,5
CASH-3