Dashboard portafoglio

Valore portafoglio oggi

€ 65.217.124

Aggiornato 28/05/2026 · 13:53 CEST

Perf. vs ieri

-1,36%

TR EUR · media pesata

Perf. MTD

+1,32%

TR EUR · Composito +5,20% · Δ -0,04

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +5.78% (peso 78%)

EURO STOXX 50STOXX 50 +3.21% (peso 22%)

Portafoglio − Benchmark-0,04

Perf. YTD

+8,70%

TR EUR · Composito +9,14% · Δ -0,00

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +10.37% (peso 78%)

EURO STOXX 50STOXX 50 +4.82% (peso 22%)

Portafoglio − Benchmark-0,00

Div yield

+2,76%

annualizzato

Div incassati YTD

€ 1.135.550

attesi 30gg: € 120.553

Incassati da inizio anno€ 1.135.550

Attesi nei prossimi 30gg€ 120.553

Yield annualizzato medio+2,76%

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

Rischio portafoglio

96 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)?

0.35

sensitività al mercato US

Rendimento rolling 30 giorni?

85 osservazioni · ultimi 6 mesi

Movimenti giornalieri rilevanti?

|Δ giorno| > 3% · 6 movimenti

TDUP · Consumer Discretionary +6.88% 2 news
- 3 of Wall Street’s Favorite Stocks That Fall Short finance.yahoo.com · 25/05↗
- Here’s Optimist Fund’s Views on ThredUp (TDUP) finance.yahoo.com · 19/05↗
GH · Health Care +6.39% 2 news
- Top Biotech Gainers: QTTB Has A Good Hair Day, GH Wins ACS Recommendation, Ebola Lifts SNGX, NNVX nasdaq.com · 28/05↗
- Guardant Health Just Broke Out On Bullish News For Its Colon Cancer-Detecting Blood Test finance.yahoo.com · 27/05↗
VRM · Financials -6.06% 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↗
TRMD-A.CO · Energy -5.20% 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↗
NEM · Materials -3.70% 2 news
- Goldman Sachs gives harsh warning on market concentration finance.yahoo.com · 26/05↗
- Noteworthy Tuesday Option Activity: CAR, GME, NEM nasdaq.com · 26/05↗
BRZE · Information Technology -3.42% 2 news
- BRZE Q1 Deep Dive: AI Product Adoption Drives Growth, Margin Gains, and Customer Expansion finance.yahoo.com · 28/05↗
- Braze Inc (BRZE) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and AI Adoption Propel ... finance.yahoo.com · 28/05↗

Alert attivi

Critici 4

TRMD-A.CO · drawdown oggi

-5.2% · 3.0% del portafoglio

DVN · sentiment in calo

Δ -0.34 vs 30gg

BP.LSE · sentiment in calo

Δ -1.09 vs 30gg

BNTX · sentiment in calo

Δ -0.73 vs 30gg

Esposizione paese

peso · TR YTD · contributo

Stati Uniti ★ 73%

TR +10.6% · +5.0pp

Francia 11%

TR +24.2% · +2.8pp

Danimarca ★ 5%

TR +42.8% · +1.7pp

Germania 3%

TR +7.0% · +0.2pp

Norvegia ★ 2%

TR -1.9% · -0.1pp

Regno Unito ★ 1%

TR +8.0% · +0.1pp

Paesi Bassi ★ 1%

TR +1.8% · +0.0pp

Totale 100% TR +8.7% · +9.8pp

Esposizione settoriale

peso · TR YTD · contributo

Settore Peso TR YTD Contrib.

Energy ★ 41% +18.6% +6.9pp

Financials 16% +5.6% +1.0pp

Information Technology 9% -18.4% -3.0pp

Real Estate 7% +57.2% +3.3pp

Utilities 7% +31.8% +2.2pp

Health Care ★ 6% -1.5% -0.3pp

Multi Sector 3% -6.1% -0.3pp

Materials ★ 2% -14.4% -0.5pp

Consumer Staples 2% +19.7% +0.4pp

Consumer Discretionary ★ 1% +4.5% +0.1pp

Communication Services 0% -5.7% -0.0pp

Totale 100% +8.7% +9.8pp

Esposizione valutaria

peso · TR loc · FX · TR € · contributo

Valuta Peso TR loc FX TR € Contrib.

USD 73% +9.6% +1.0pp +10.6% +5.0pp

EUR 16% +18.9% — +18.8% +3.1pp

DKK 5% +42.8% -0.1pp +42.8% +1.7pp

NOK 2% -5.4% +3.6pp -1.9% -0.1pp

GBP 1% +7.0% +0.9pp +8.0% +0.1pp

Totale 100% +7.9% +0.8pp +8.7% +9.8pp

Cash dividendi — anno 2026

incassati in corso annunciati stimati

Eventi macro — prossimi 30gg

5 eventi

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 € 120.553

Ex-date	Titolo	€/azione	Importo	Yield	Stato
29/05	B	0.17	€ 1.769	1.4%	confermato
01/06	NKE	0.41	€ 7.624	3.6%	confermato
03/06	PBR	0.29	€ 14.363	15.4%	confermato
03/06	VAR.OL	1.11	€ 22.938	0.8%	confermato
10/06	OXY	0.26	€ 4.230	1.7%	confermato
15/06	DVN	0.32	€ 10.362	2.1%	confermato
15/06	VTS	0.44	€ 17.316	12.2%	confermato
15/06	KO	0.53	€ 8.634	2.6%	confermato
15/06	IRM	0.86	€ 33.316	2.6%	confermato

Sentiment

7gg · click per deep-dive

↑ Top 5 VTS +1,00 IRM +1,00 NLY +1,00 BRZE +1,00 MQ +1,00

↘ In calo 5 BP.LSE Δ -1,09 BNTX Δ -0,73 DVN Δ -0,34 OKE Δ -0,19 APA Δ -0,15

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 € 27.383k
APA CORP USD ★	-2.35%	+€ 133k	+10.4%	+9.8%	2.7%	-0.15	2.4%
BP GBP ★	-2.42%	+€ 78k	+7.0%	+8.0%	6.3%	-1.09	1.6%
CHENIERE ENERGY INC USD ★	-1.32%	€ -216k	-21.2%	-21.5%	0.9%	-0.03	1.6%
DET NORSKE OLJESELSKAP NOK ★	-2.80%	€ -17k	-3.6%	+0.1%	0.8%	-0.08	1.6%
DEVON ENERGY USD ★	-1.93%	€ -63k	-3.1%	-3.7%	2.1%	-0.34	2.4%
DIAMONDBACK ENERGY USD ★	-1.17%	+€ 2k	+1.3%	+0.7%	2.1%	+0.40	1.6%
KINDER MORGAN USD	-1.98%	+€ 303k	+21.6%	+23.0%	3.6%	+0.95	2.4%
OCCIDENTAL PETROLEUM USD ★	-0.99%	€ -67k	-6.3%	-6.8%	1.7%	+0.15	1.6%
PETROBRAS SPONS-ADR USD ★	-2.27%	€ -38k	-2.8%	-3.2%	15.4%	+0.82	1.6%
SHELL PLC ★	-1.85%	+€ 9k	+2.8%	+1.8%	4.1%	+0.67	1.6%
TORM PLC-A DKK	-5.20%	+€ 917k	+61.0%	+60.9%	0.9%	n.a.	3.0%
VAR ENERGI ASA NOK ★	-1.18%	€ -38k	-7.3%	-3.8%	0.8%	n.a.	1.6%
VITESSE ENERGY INC USD	-2.36%	€ -64k	-7.5%	-6.4%	12.2%	+0.00	1.2%
CHEVRON USD	-1.25%	+€ 432k	+24.3%	+25.8%	3.7%	+0.39	3.0%
EXXON MOBIL USD	-1.27%	+€ 1.084k	+26.3%	+27.8%	2.7%	+0.52	6.8%
ONEOK USD	-2.47%	+€ 787k	+26.1%	+27.6%	4.5%	-0.19	5.2%
Financials € 10.627k
ANNALY CAPITAL MANAGEMENT IN USD	+0.23%	+€ 6k	+3.4%	+4.6%	13.0%	+0.01	0.8%
AXA	-0.96%	+€ 27k	+9.6%	+9.6%	5.7%	n.a.	1.2%
BNP PARIBAS	-0.92%	+€ 119k	+19.7%	+19.7%	5.6%	+0.93	1.2%
CHIME FINANCIAL INC-CL A USD	-1.99%	€ -19k	-31.4%	-30.6%	0.0%	-0.01	0.1%
CREDIT AGRICOLE	-0.40%	€ -90k	+6.4%	+6.4%	6.9%	n.a.	2.1%
MARQETA INC-A USD	-0.52%	€ -48k	-19.6%	-18.7%	0.0%	+0.01	0.4%
VROOM INC USD	-6.06%	€ 0k	-40.7%	-40.0%	0.0%	n.a.	0.0%
ALLIANZ SE-REG	-1.70%	+€ 47k	+7.0%	+7.0%	0.0%	n.a.	3.2%
JPMORGAN CHASE USD	-2.43%	€ -139k	-5.3%	-4.2%	1.9%	+0.55	4.4%
CITIGROUP USD	-1.16%	+€ 224k	+9.6%	+10.8%	1.9%	+0.84	3.7%
Health Care € 4.192k
BIONTECH SE-ADR USD	+0.81%	€ -5k	-2.3%	-1.2%	0.0%	-0.73	0.7%
GUARDANT HEALTH INC USD	+6.39%	+€ 109k	+24.8%	+26.3%	0.0%	+0.53	0.7%
NOVO NORDISK A/S-B DKK ★	-0.28%	€ -228k	-20.1%	-20.1%	4.1%	+0.51	1.7%
ABBVIE USD	+1.07%	€ -78k	-2.6%	-1.5%	3.1%	+0.64	4.1%
Information Technology € 6.445k
BRAZE INC-A USD	-3.42%	€ -121k	-28.3%	-27.5%	0.0%	+1.00	0.7%
DATADOG INC - CLASS A USD	-0.82%	+€ 75k	+63.1%	+65.0%	0.0%	+0.83	0.2%
GITLAB INC-CL A USD	-0.93%	€ -146k	-29.3%	-28.5%	0.0%	-0.02	0.8%
PROCORE TECHNOLOGIES INC USD	-1.43%	€ -153k	-35.6%	-34.8%	0.0%	-0.00	0.7%
SERVICETITAN INC-A USD	+0.92%	€ -17k	-40.6%	-39.9%	0.0%	n.a.	0.1%
SNOWFLAKE INC USD	-1.32%	€ -1.248k	-20.1%	-19.2%	0.0%	+0.46	10.6%
Consumer Discretionary € 951k
NIKE -B- USD ★	+2.31%	+€ 62k	+7.2%	+7.8%	3.6%	+0.84	1.3%
THREDUP INC - CLASS A USD	+6.88%	€ -32k	-27.1%	-26.2%	0.0%	n.a.	0.2%
BEYOND MEAT USD	+2.73%	€ 0k	-3.8%	-2.7%	0.0%	+0.02	0.0%
Consumer Staples € 1.330k
COCA-COLA USD	+1.44%	+€ 211k	+18.3%	+19.7%	2.6%	+0.98	1.8%
Communication Services € 362k
TENCENT MUSIC ENTERTAINM-ADR USD	+0.22%	€ -7k	-44.6%	-44.0%	2.6%	+0.23	0.0%
WARNER BROS DISCOVERY USD	+0.52%	€ -18k	-5.8%	-4.7%	0.0%	+0.88	0.6%
Materials € 1.695k
BARRICK MINING CORP USD ★	-2.02%	€ -80k	-16.0%	-15.2%	1.4%	-0.13	0.8%
NEWMONT CORP USD ★	-3.70%	€ -44k	-9.0%	-8.3%	0.9%	+0.08	0.8%
NUTRIEN LTD USD ★	-1.73%	€ -180k	-16.9%	-17.4%	3.1%	n.a.	1.6%
Utilities € 4.796k
ENGIE	-2.44%	+€ 973k	+31.8%	+31.8%	4.9%	n.a.	6.2%
Real Estate € 4.920k
IRON MOUNTAIN USD	-1.08%	+€ 1.769k	+55.4%	+57.2%	2.6%	+0.09	5.2%
Multi Sector € 2.517k
PROSHARES SHORT S&P500 ETF USD	-0.03%	€ -179k	-7.2%	-6.1%	0.0%	+0.53	4.4%
Totale · € 65.217k · 48 posizioni	—	+€ 4.032k	—	—	—	—	100,0%

Deep-dive

Seleziona una posizione dalle tabelle sopra per visualizzare il deep-dive.