Il portafoglio dell’Oracolo

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

Descr.Ticker%CoreArea/SettoreUltimo acquisto
ALPHABET-AGOOG1,6SiUSA/IT07-10-2014
LVMHMOH.FRA1,15SiEU/Lusso09-12-2014
AmazonAMZN0,5SiUSA/IT03-08-2021
National GridNG.L0,6SiUK/Utilities03-07-2020
ENAVENAV.MI0,65SiEU/Utilities18-08-2020
TERNATRN.MI0,55SiEU/Utilities30-12-2020
Abbot LabABT0,7SiUSA/Salute13-01-2021
SNAMSRG.MI0,5SiEU/Utilities16-02-2021
Joby AviationJOBY0,2NoUSA/eVTol10-01-2022
MedtronicMDT0,5SiUSA/Salute15-12-2021
L’OrealOR.FRA0,55SiEU/Lusso21-02-2022
VonoviaVNA.FRA0,8SiEU/REIT30-09-2022
UNITE GROUPUTG.L0,7SiUK/REIT11-01-2021
TOTALE AZIONI9,0
iShares FTSE EPRA/NAREIT DEV MKTSIWDP1,65SiWorld/REIT29-10-2013
VanEck Global REITTRET2,2SiWorld/REIT29-09-2022
DB-X EPRA/NAREIT EuropeXDER1,3SiEU/REIT20-09-2022
DB X-TRACKERS EUROPE STOXX 600XSX62,25SiEU02-04-2015
DB X-TRACKERS MSCI World TRNXMWO2,2SiWorld/Large Cap21-07-2013
iShares MSCI EMKT COREEIMI2,7SiEMKTs/Large Cap05-12-2016
Amundi MSCI Pacific ex Japan TRNCP90,85SiPacific/Large Cap28-01-2019
Vanguard ACWIVWCE11,4SiWorld/Large Cap15-12-2022
Wisdomtree AIWTAI3,25NoWorld/AI17-10-2022
iShares Core MSCI Japan IMISJPA0,45SiGiappone26-02-2021
SPDR Small Cap Value USAZPRV8,45SiUSA/Small Cap V.15-12-2022
Wisdomtree Quality Dividend GrowthGGRA3,85NoWorld/Quality15-12-2022
PHYSICAL SWISS GOLDSGLD7SiOro Fisico12-09-2022
TOTALE ETF Azionari + Oro47,55
IVS 2026 3%4,75SiITA/Corporate06-01-2021
US Treasury 2050 2% $0,55SiUSA/Gov.26-02-2021
Intek 2025 4,5%3,35NoITA/Corporate07-03-2022
Romania 2041 2,75%16,3NoEU/Gov.25-04-2022
BTP Italia Nv 20283,25NoEU/Gov.22-11-2022
LYXOR EUROMTS InflationEMI1,45SiEU/Gov.14-02-2018
DB Global IG Government BondXG7S1,65SiWorld/Gov.11-06-2020
DB Global IL Government BondXGIU1,55SiWorld/Gov. IL20-05-2020
Vanguard Emerging Gov. BondVEMT4,1SiEMKTs/Gov.03-03-2022
TOTALE BOND–36,95
Cash–6,5