Dashboard portafoglio

Valore portafoglio oggi

€ 65.802.111

Aggiornato 27/05/2026 · 13:50 CEST

Perf. vs ieri

-1,00%

TR EUR · media pesata

Perf. MTD

+2,29%

TR EUR · Composito +5,33% · Δ -0,03

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +5.96% (peso 78%)

EURO STOXX 50STOXX 50 +3.11% (peso 22%)

Portafoglio − Benchmark-0,03

Perf. YTD

+9,55%

TR EUR · Composito +9,26% · Δ +0,00

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +10.57% (peso 78%)

EURO STOXX 50STOXX 50 +4.71% (peso 22%)

Portafoglio − Benchmark+0,00

Div yield

+2,73%

annualizzato

Div incassati YTD

€ 1.066.318

attesi 30gg: € 187.872

Incassati da inizio anno€ 1.066.318

Attesi nei prossimi 30gg€ 187.872

Yield annualizzato medio+2,73%

Vedi card "Cash dividendi anno 2026" nella tab Income & eventi per il dettaglio mensile.

Rischio portafoglio

95 osservazioni daily

Volatilità annualizzata?

15.2%

σ daily × √252

Max drawdown YTD?

-4.2%

31/03 → 10/04

Concentrazione (HHI)?

0.041 Buona

24 posizioni effettive su 48

Beta vs S&P 500 (SPY EUR)?

0.34

sensitività al mercato US

Rendimento rolling 30 giorni?

84 osservazioni · ultimi 6 mesi

Movimenti giornalieri rilevanti?

|Δ giorno| > 3% · 16 movimenti

BP.LSE · Energy -5.64% 2 news
- BP is once again gripped by ‘embarrassing’ boardroom drama uk.finance.yahoo.com · 26/05↗
- Stocks climb but BP knocked by chairman’s sudden exit uk.finance.yahoo.com · 26/05↗
TRMD-A.CO · Energy -5.18% 2 news
- Report on transactions in TORM plc securities by directors and executive officers and their closely associated persons finance.yahoo.com · 21/05↗
- TORM plc capital increase in connection with exercise of Restricted Share Units as part of TORM's incentive program finance.yahoo.com · 20/05↗
BRZE · Information Technology +4.52% 2 news
- Are Options Traders Betting on a Big Move in Braze Stock? finance.yahoo.com · 26/05↗
- How The Braze (BRZE) Investment Story Is Shifting With Mixed AI And Valuation Calls finance.yahoo.com · 26/05↗
DVN · Energy -4.40% 2 news
- Stocks Finish Mostly Higher on Iran Peace Progress nasdaq.com · 26/05↗
- S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength nasdaq.com · 26/05↗
TME · Communication Services +4.31% 2 news
- Coca-Cola's 2026 FIFA World Cup Anthem "JUMP" Lets the World Hear China's Voice finance.yahoo.com · 26/05↗
- China tech plays to ride out macro volatility cnbc.com · 24/05↗
VRM · Financials +4.06% 2 news
- Will Carvana Continue To Rally Post Stock Split? finance.yahoo.com · 08/05↗
- TheZebra.com Welcomes Former Google Product Leader Daniel Herrington as Chief AI Officer finance.yahoo.com · 18/02↗
VTS · Energy -3.97% 2 news
- 1 Oversold Stock Set for a Comeback and 2 We Avoid finance.yahoo.com · 26/05↗
- Vitesse Energy (VTS): Buy, Sell, or Hold Post Q1 Earnings? finance.yahoo.com · 22/05↗
NEM · Materials +3.93% 2 news
- Noteworthy Tuesday Option Activity: CAR, GME, NEM nasdaq.com · 26/05↗
- What Is the Best Way to Own Gold in 2026? finance.yahoo.com · 25/05↗
AKRBP.OL · Energy -3.84% 2 news
- Equinor, Aker BP Agree Stakes Swap in North Sea, Barents Sea finance.yahoo.com · 22/05↗
- Equinor And Aker BP Target Higher Recovery And Cash Flows In Norway finance.yahoo.com · 22/05↗
OKE · Energy -3.82% 2 news
- Target and 6 Other Dividend Stocks to Beat Inflation finance.yahoo.com · 26/05↗
- ONEOK to Participate in Investor Conference finance.yahoo.com · 26/05↗
CVX · Energy -3.51% 2 news
- RBC Capital and UBS Stay Bullish on Chevron (CVX) Following Strong Q1 Results finance.yahoo.com · 27/05↗
- I Still Like the Stock, but This Definitely Isn't Warren Buffett's Berkshire Hathaway Anymore nasdaq.com · 27/05↗
B · Materials +3.49% 2 news
- Is KGC Facing Margin Risks From Higher Unit Costs in 2026? finance.yahoo.com · 26/05↗
- Nevada Sunrise Enters into Earn-in Option Agreement for the Fivemile Gold Project, Cortez Mining District, Nevada finance.yahoo.com · 26/05↗
APA · Energy -3.35% 2 news
- Stocks Finish Mostly Higher on Iran Peace Progress nasdaq.com · 26/05↗
- S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength nasdaq.com · 26/05↗
XOM · Energy -3.30% 2 news
- ExxonMobil Texas move ignites battle over shareholder rights finance.yahoo.com · 27/05↗
- BP’s Ousted Chairman Manifold Disputes Wrongdoing Claims finance.yahoo.com · 27/05↗
MQ · Financials -3.27% 2 news
- Marqeta Expands Account and Money Movement Offering in Europe, Building on Strong Regional Momentum finance.yahoo.com · 26/05↗
- Unpacking Q1 Earnings: Workiva (NYSE:WK) In The Context Of Other Finance and HR Software Stocks finance.yahoo.com · 25/05↗
SNOW · Information Technology +3.14% 2 news
- Snowflake Reports Earnings Amid Turmoil in the Software Sector finance.yahoo.com · 27/05↗
- Stocks Finish Mostly Higher on Iran Peace Progress nasdaq.com · 26/05↗

Alert attivi

Critici 10

TRMD-A.CO · sentiment in calo

Δ -1.66 vs 30gg

Drawdown intraday · 9 posizioni

click per espandere

XOM · drawdown oggi -3.3% · 6.8% del portafoglio

OKE · drawdown oggi -3.8% · 5.2% del portafoglio

CVX · drawdown oggi -3.5% · 3.0% del portafoglio

TRMD-A.CO · drawdown oggi -5.2% · 3.0% del portafoglio

DVN · drawdown oggi -4.4% · 2.4% del portafoglio

APA · drawdown oggi -3.4% · 2.4% del portafoglio

AKRBP.OL · drawdown oggi -3.8% · 1.6% del portafoglio

BP.LSE · drawdown oggi -5.6% · 1.6% del portafoglio

VTS · drawdown oggi -4.0% · 1.2% del portafoglio

Esposizione paese

peso · TR YTD · contributo

Stati Uniti ★ 73%

TR +11.6% · +5.7pp

Francia 11%

TR +24.9% · +2.9pp

Danimarca ★ 5%

TR +44.3% · +1.7pp

Germania 3%

TR +8.4% · +0.3pp

Norvegia ★ 2%

TR -2.0% · -0.1pp

Regno Unito ★ 1%

TR +8.8% · +0.2pp

Paesi Bassi ★ 1%

TR +1.5% · +0.0pp

Totale 100% TR +9.5% · +10.7pp

Esposizione settoriale

peso · TR YTD · contributo

Settore Peso TR YTD Contrib.

Energy ★ 42% +20.2% +7.6pp

Financials 16% +6.8% +1.2pp

Information Technology 9% -17.5% -2.8pp

Real Estate 7% +58.5% +3.4pp

Utilities 7% +32.3% +2.3pp

Health Care ★ 6% -3.6% -0.4pp

Multi Sector 3% -6.3% -0.3pp

Materials ★ 2% -12.4% -0.5pp

Consumer Staples 1% +17.7% +0.4pp

Consumer Discretionary ★ 1% +1.7% +0.0pp

Communication Services 0% -6.4% -0.1pp

Totale 100% +9.5% +10.7pp

Esposizione valutaria

peso · TR loc · FX · TR € · contributo

Valuta Peso TR loc FX TR € Contrib.

USD 73% +10.9% +0.7pp +11.6% +5.7pp

EUR 16% +19.7% — +19.6% +3.2pp

DKK 5% +44.4% -0.1pp +44.3% +1.7pp

NOK 2% -5.5% +3.6pp -2.0% -0.1pp

GBP 1% +7.8% +1.0pp +8.8% +0.2pp

Totale 100% +8.9% +0.6pp +9.5% +10.7pp

Cash dividendi — anno 2026

incassati in corso annunciati stimati

Eventi macro — prossimi 30gg

6 eventi

27/05 US FOMC minutes Macro
30/05 EU CPI flash zona euro Inflation
04/06 EU ECB rate decision Central bank
06/06 US Nonfarm payrolls maggio Employment
11/06 US CPI maggio Inflation
18/06 US FOMC rate decision Central bank

Dividendi attesi — 30gg

totale stimato € 187.872

Ex-date	Titolo	€/azione	Importo	Yield	Stato
27/05	NEM	0.26	€ 1.110	0.9%	confermato
27/05	TRMD-A.CO	4.49	€ 66.464	0.9%	confermato
29/05	B	0.17	€ 1.764	1.4%	confermato
01/06	NKE	0.41	€ 7.604	3.6%	confermato
03/06	PBR	0.29	€ 14.326	14.9%	confermato
03/06	VAR.OL	1.11	€ 22.935	0.8%	confermato
10/06	OXY	0.26	€ 4.219	1.7%	confermato
15/06	DVN	0.32	€ 10.335	2.0%	confermato
15/06	VTS	0.44	€ 17.272	11.7%	confermato
15/06	KO	0.53	€ 8.612	2.5%	confermato
15/06	IRM	0.86	€ 33.230	2.6%	confermato

Sentiment

7gg · click per deep-dive

↑ Top 5 VTS +1,00 ABBV +1,00 MQ +1,00 NLY +0,99 PCOR +0,99

↘ In calo 2 TRMD-A.CO Δ -1,66 OKE Δ -0,16

Posizioni in portafoglio — vista completa

48 posizioni · raggruppate per settore · click riga per deep-dive

Valore mark-to-market al cambio FX intraday. Δ giorno = variazione % vs chiusura del giorno di Borsa precedente, in valuta locale. P&L YTD € = valore oggi − carico (per le posizioni ★ il carico è quello di acquisto 2026). TR YTD = total return locale ed in € (prezzi + dividendi).
★ Nota posizioni acquisite nel 2026: per queste righe il P&L YTD e il TR YTD sono calcolati dal giorno di acquisto, non dal 1/1/2026. È coerente perché prima di quella data la posizione non era in portafoglio. La data esatta appare nel tooltip sul nome.

Click sull'header per ordinare.

Nome	Δ giorno	P&L YTD €	TR YTD loc.	TR YTD €	Div yield	Δ sentiment	Peso
Energy € 27.793k
APA CORP USD ★	-3.35%	+€ 168k	+13.1%	+12.1%	2.6%	+0.60	2.4%
BP GBP ★	-5.64%	+€ 86k	+7.8%	+8.8%	6.0%	+0.20	1.6%
CHENIERE ENERGY INC USD ★	-2.82%	€ -207k	-20.2%	-20.7%	0.9%	-0.03	1.6%
DET NORSKE OLJESELSKAP NOK ★	-3.84%	€ -14k	-3.3%	+0.4%	0.7%	-0.08	1.6%
DEVON ENERGY USD ★	-4.40%	€ -39k	-1.2%	-2.1%	2.0%	+0.60	2.4%
DIAMONDBACK ENERGY USD ★	-2.78%	+€ 11k	+2.5%	+1.7%	2.1%	+0.80	1.6%
KINDER MORGAN USD	-2.72%	+€ 334k	+24.0%	+25.1%	3.5%	+0.95	2.4%
OCCIDENTAL PETROLEUM USD ★	-2.30%	€ -61k	-5.4%	-6.1%	1.7%	+0.27	1.6%
PETROBRAS SPONS-ADR USD ★	-2.51%	€ -18k	-0.6%	-1.2%	14.9%	+0.82	1.6%
SHELL PLC ★	-1.47%	+€ 6k	+2.5%	+1.5%	4.0%	+0.80	1.6%
TORM PLC-A DKK	-5.18%	+€ 1.009k	+62.4%	+62.3%	0.9%	-1.66	3.0%
VAR ENERGI ASA NOK ★	-1.44%	€ -43k	-7.8%	-4.3%	0.8%	n.a.	1.6%
VITESSE ENERGY INC USD	-3.97%	€ -50k	-5.3%	-4.4%	11.7%	+0.00	1.2%
CHEVRON USD	-3.51%	+€ 455k	+25.9%	+27.0%	3.6%	+0.24	3.0%
EXXON MOBIL USD	-3.30%	+€ 1.139k	+27.9%	+29.0%	2.6%	+0.02	6.8%
ONEOK USD	-3.82%	+€ 877k	+29.2%	+30.4%	4.5%	-0.16	5.2%
Financials € 10.764k
ANNALY CAPITAL MANAGEMENT IN USD	+0.75%	+€ 4k	+3.2%	+4.1%	13.1%	+0.99	0.8%
AXA	+0.22%	+€ 37k	+11.0%	+11.0%	5.7%	n.a.	1.2%
BNP PARIBAS	-0.38%	+€ 127k	+20.7%	+20.7%	5.6%	+0.92	1.2%
CHIME FINANCIAL INC-CL A USD	-1.01%	€ -19k	-30.0%	-29.4%	0.0%	-0.01	0.1%
CREDIT AGRICOLE	+1.07%	€ -78k	+7.4%	+7.4%	6.9%	-0.00	2.1%
MARQETA INC-A USD	-3.27%	€ -48k	-19.2%	-18.4%	0.0%	+0.01	0.4%
VROOM INC USD	+4.06%	€ 0k	-36.9%	-36.3%	0.0%	n.a.	0.0%
ALLIANZ SE-REG	-0.87%	+€ 74k	+8.4%	+8.4%	0.0%	n.a.	3.2%
JPMORGAN CHASE USD	+0.12%	€ -82k	-2.9%	-2.1%	1.9%	+0.81	4.4%
CITIGROUP USD	+1.41%	+€ 246k	+10.8%	+11.8%	1.9%	+0.98	3.7%
Health Care € 4.116k
BIONTECH SE-ADR USD	+0.12%	€ -10k	-3.1%	-2.2%	0.0%	+0.64	0.7%
GUARDANT HEALTH INC USD	+0.76%	+€ 77k	+17.3%	+18.4%	0.0%	+0.73	0.7%
NOVO NORDISK A/S-B DKK ★	-1.59%	€ -234k	-20.7%	-20.7%	4.0%	+0.39	1.7%
ABBVIE USD	-1.20%	€ -110k	-3.7%	-2.8%	3.1%	+1.00	4.1%
Information Technology € 6.519k
BRAZE INC-A USD	+4.52%	€ -110k	-25.8%	-25.1%	0.0%	+0.98	0.7%
DATADOG INC - CLASS A USD	+0.60%	+€ 76k	+64.5%	+65.9%	0.0%	+0.82	0.2%
GITLAB INC-CL A USD	+0.15%	€ -143k	-28.7%	-28.0%	0.0%	+0.98	0.8%
PROCORE TECHNOLOGIES INC USD	+1.52%	€ -150k	-34.6%	-34.0%	0.0%	-0.00	0.7%
SERVICETITAN INC-A USD	-0.73%	€ -18k	-41.1%	-40.6%	0.0%	n.a.	0.1%
SNOWFLAKE INC USD	+3.14%	€ -1.192k	-19.0%	-18.3%	0.0%	+0.53	10.6%
Consumer Discretionary € 923k
NIKE -B- USD ★	+0.60%	+€ 40k	+4.7%	+5.1%	3.6%	+0.85	1.3%
THREDUP INC - CLASS A USD	+1.63%	€ -38k	-31.8%	-31.2%	0.0%	n.a.	0.2%
BEYOND MEAT USD	+0.31%	€ 0k	-6.3%	-5.5%	0.0%	+0.02	0.0%
Consumer Staples € 1.307k
COCA-COLA USD	-1.25%	+€ 189k	+16.6%	+17.7%	2.5%	+0.98	1.8%
Communication Services € 359k
TENCENT MUSIC ENTERTAINM-ADR USD	+4.31%	€ -8k	-44.8%	-44.3%	2.7%	+0.27	0.0%
WARNER BROS DISCOVERY USD	-0.11%	€ -20k	-6.3%	-5.5%	0.0%	+0.96	0.6%
Materials € 1.732k
BARRICK MINING CORP USD ★	+3.49%	€ -72k	-14.3%	-13.7%	1.4%	+0.89	0.8%
NEWMONT CORP USD ★	+3.93%	€ -27k	-5.3%	-4.9%	0.9%	+0.19	0.8%
NUTRIEN LTD USD ★	-0.27%	€ -168k	-15.4%	-16.1%	3.1%	n.a.	1.6%
Utilities € 4.815k
ENGIE	-1.50%	+€ 992k	+32.3%	+32.3%	5.0%	n.a.	6.2%
Real Estate € 4.961k
IRON MOUNTAIN USD	+1.53%	+€ 1.810k	+57.1%	+58.5%	2.6%	n.a.	5.2%
Multi Sector € 2.511k
PROSHARES SHORT S&P500 ETF USD	-0.60%	€ -185k	-7.2%	-6.3%	0.0%	+0.56	4.4%
Totale · € 65.802k · 48 posizioni	—	+€ 4.617k	—	—	—	—	100,0%

Deep-dive

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