Dashboard portafoglio

Valore portafoglio oggi

€ 66.769.661

Aggiornato 25/05/2026 · 10:02 CEST

Perf. vs ieri

+0,55%

TR EUR · media pesata

Perf. MTD

+2,98%

TR EUR · Composito +5,05% · Δ -0,02

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +5.82% (peso 78%)

EURO STOXX 50STOXX 50 +2.35% (peso 22%)

Portafoglio − Benchmark-0,02

Perf. YTD

+10,74%

TR EUR · Composito +8,98% · Δ +0,02

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +10.43% (peso 78%)

EURO STOXX 50STOXX 50 +3.94% (peso 22%)

Portafoglio − Benchmark+0,02

Div yield

+2,59%

annualizzato

Div incassati YTD

€ 983.589

attesi 30gg: € 214.982

Incassati da inizio anno€ 983.589

Attesi nei prossimi 30gg€ 214.982

Yield annualizzato medio+2,59%

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

Rischio portafoglio

93 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?

82 osservazioni · ultimi 6 mesi

Movimenti giornalieri rilevanti?

|Δ giorno| > 3% · 9 movimenti

GTLB · Information Technology +4.33% 2 news
- Braze, GitLab, and Manhattan Associates Shares Are Soaring, What You Need To Know finance.yahoo.com · 24/05↗
- GitLab 19.0 Targets Security Focused Enterprises With AI And Valuation Upside finance.yahoo.com · 23/05↗
VRM · Financials -4.29% 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 -4.16% 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↗
SNOW · Information Technology +4.02% 2 news
- Quant snapshot: Diana Shipping, National Bank of Canada among top-rated names as Pony AI, Alarum Technologies lag seekingalpha.com · 24/05↗
- Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more seekingalpha.com · 24/05↗
BRZE · Information Technology +4.02% 2 news
- Braze, GitLab, and Manhattan Associates Shares Are Soaring, What You Need To Know finance.yahoo.com · 24/05↗
- This Payments Stock Is Down 50%. One Fund Sold a $63 Million Stake Last Quarter finance.yahoo.com · 23/05↗
TME · Communication Services -3.72% 2 news
- China tech plays to ride out macro volatility cnbc.com · 24/05↗
- Evaluating Tencent Music Entertainment Group (TME) After Recent Share Price Weakness And Undervaluation Claims finance.yahoo.com · 23/05↗
TDUP · Consumer Discretionary -3.38% 2 news
- Here’s Optimist Fund’s Views on ThredUp (TDUP) finance.yahoo.com · 19/05↗
- ThredUp (TDUP) Slides After Disappointing Quarterly Results Despite Strong Prior Run finance.yahoo.com · 13/05↗
BNP.PA · Financials +3.01% 2 news
- How The Danone (ENXTPA:BN) Narrative Is Shifting With Mixed Targets And Trimmed Fair Value finance.yahoo.com · 23/05↗
- Warner Bros. Discovery increases leveraged loan backing Paramount Skydance deal atop $10B finance.yahoo.com · 22/05↗
TTAN · Information Technology +3.00% 2 news
- StoneCo Ltd. (STNE) Matches Q1 Earnings Estimates finance.yahoo.com · 14/05↗
- ServiceTitan Analyst Praise Highlights Product Traction And Discounted Valuation finance.yahoo.com · 13/05↗

Alert attivi

2 2 nuovi

Critici 2

TRMD-A.CO · drawdown oggi Nuovo

-4.2% · 3.0% del portafoglio

TRMD-A.CO · sentiment in calo Nuovo

Δ -1.66 vs 30gg

Esposizione paese

peso · TR YTD · contributo

Stati Uniti ★ 73%

TR +13.1% · +6.7pp

Francia 11%

TR +24.9% · +2.9pp

Danimarca ★ 5%

TR +48.9% · +1.9pp

Germania 3%

TR +8.7% · +0.3pp

Norvegia ★ 2%

TR +1.1% · +0.0pp

Regno Unito ★ 1%

TR +15.7% · +0.3pp

Paesi Bassi ★ 1%

TR +2.9% · +0.1pp

Totale 100% TR +10.7% · +12.1pp

Esposizione settoriale

peso · TR YTD · contributo

Settore Peso TR YTD Contrib.

Energy ★ 43% +24.5% +9.4pp

Financials 16% +5.6% +1.0pp

Information Technology 9% -19.7% -3.2pp

Utilities 7% +34.6% +2.4pp

Real Estate 7% +56.2% +3.3pp

Health Care ★ 6% -2.8% -0.3pp

Multi Sector 3% -5.7% -0.3pp

Materials ★ 2% -14.0% -0.5pp

Consumer Staples 1% +19.3% +0.4pp

Consumer Discretionary ★ 1% +1.2% -0.0pp

Communication Services 0% -6.3% -0.1pp

Totale 100% +10.7% +12.1pp

Esposizione valutaria

peso · TR loc · FX · TR € · contributo

Valuta Peso TR loc FX TR € Contrib.

USD 73% +12.2% +0.8pp +13.1% +6.7pp

EUR 16% +19.9% — +19.8% +3.2pp

DKK 5% +49.0% -0.1pp +48.9% +1.9pp

NOK 2% -2.9% +4.0pp +1.1% +0.0pp

GBP 1% +14.3% +1.4pp +15.7% +0.3pp

Totale 100% +10.1% +0.7pp +10.7% +12.1pp

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 € 214.982

Ex-date	Titolo	€/azione	Importo	Yield	Stato
26/05	ACA.PA	1.13	€ 83.078	—	confermato
27/05	NEM	0.26	€ 1.111	0.9%	confermato
27/05	TRMD-A.CO	0.7	€ 10.351	0.8%	confermato
29/05	B	0.17	€ 1.765	1.4%	confermato
01/06	NKE	0.41	€ 7.610	3.6%	confermato
03/06	PBR	0.29	€ 14.338	14.9%	confermato
03/06	VAR.OL	1.11	€ 23.005	0.8%	confermato
10/06	OXY	0.26	€ 4.223	1.7%	confermato
15/06	DVN	0.32	€ 10.343	2.0%	confermato
15/06	VTS	0.44	€ 17.285	11.7%	confermato
15/06	KO	0.53	€ 8.618	2.5%	confermato
15/06	IRM	0.86	€ 33.256	2.6%	confermato

Sentiment

7gg · click per deep-dive

↑ Top 5 VTS +1,00 FANG +1,00 MQ +1,00 BP.LSE +1,00 NLY +0,99

↘ In calo 3 TRMD-A.CO Δ -1,66 SH Δ -0,28 PBR Δ -0,12

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 € 28.833k
APA CORP USD ★	+1.20%	+€ 226k	+17.0%	+16.1%	2.6%	+0.99	2.4%
BP GBP ★	-2.48%	+€ 153k	+14.3%	+15.7%	5.9%	+0.36	1.6%
CHENIERE ENERGY INC USD ★	+0.17%	€ -184k	-17.9%	-18.3%	0.9%	-0.03	1.6%
DET NORSKE OLJESELSKAP NOK ★	-1.60%	+€ 28k	+0.5%	+4.6%	0.7%	-0.08	1.6%
DEVON ENERGY USD ★	+0.23%	+€ 29k	+3.3%	+2.5%	2.0%	+0.80	2.4%
DIAMONDBACK ENERGY USD ★	-0.13%	+€ 40k	+5.4%	+4.6%	2.1%	+1.00	1.6%
KINDER MORGAN USD	+0.87%	+€ 385k	+27.4%	+28.7%	3.5%	+0.95	2.4%
OCCIDENTAL PETROLEUM USD ★	-0.03%	€ -38k	-3.1%	-3.8%	1.7%	+0.59	1.6%
PETROBRAS SPONS-ADR USD ★	-0.65%	+€ 8k	+2.0%	+1.4%	14.9%	-0.12	1.6%
SHELL PLC ★	-2.20%	+€ 19k	+3.8%	+2.9%	4.0%	+0.84	1.6%
TORM PLC-A DKK	-4.16%	+€ 1.164k	+67.3%	+67.2%	0.8%	-1.66	3.0%
VAR ENERGI ASA NOK ★	-2.28%	€ -26k	-6.4%	-2.6%	0.8%	n.a.	1.6%
VITESSE ENERGY INC USD	-0.22%	€ -21k	-1.5%	-0.5%	11.7%	+0.00	1.2%
CHEVRON USD	+0.22%	+€ 540k	+30.4%	+31.6%	3.6%	+0.99	3.0%
EXXON MOBIL USD	-0.24%	+€ 1.324k	+32.2%	+33.5%	2.6%	+0.99	6.8%
ONEOK USD	+1.52%	+€ 1.043k	+34.2%	+35.5%	4.5%	-0.00	5.2%
Financials € 10.808k
ANNALY CAPITAL MANAGEMENT IN USD	-0.83%	+€ 1k	+2.4%	+3.4%	12.9%	-0.01	0.8%
AXA	+0.62%	+€ 34k	+10.4%	+10.4%	5.8%	n.a.	1.2%
BNP PARIBAS	+3.01%	+€ 124k	+20.3%	+20.3%	5.8%	+0.95	1.2%
CHIME FINANCIAL INC-CL A USD	-1.77%	€ -18k	-29.3%	-28.6%	0.0%	+0.05	0.1%
CREDIT AGRICOLE	+2.40%	€ -2k	-0.2%	-0.2%	0.0%	-0.00	2.1%
MARQETA INC-A USD	+0.51%	€ -40k	-16.4%	-15.6%	0.0%	+0.01	0.4%
VROOM INC USD	-4.29%	€ 0k	-39.3%	-38.7%	0.0%	n.a.	0.0%
ALLIANZ SE-REG	+0.73%	+€ 80k	+8.7%	+8.7%	0.0%	-0.01	3.2%
JPMORGAN CHASE USD	+1.12%	€ -83k	-3.1%	-2.1%	1.9%	+0.77	4.4%
CITIGROUP USD	-0.10%	+€ 213k	+9.3%	+10.4%	1.9%	+0.73	3.7%
Health Care € 4.157k
BIONTECH SE-ADR USD	+1.33%	€ -10k	-3.2%	-2.3%	0.0%	+1.11	0.7%
GUARDANT HEALTH INC USD	+0.80%	+€ 73k	+16.5%	+17.6%	0.0%	+0.73	0.7%
NOVO NORDISK A/S-B DKK ★	+1.71%	€ -221k	-19.5%	-19.5%	4.1%	+0.44	1.7%
ABBVIE USD	+0.56%	€ -79k	-2.5%	-1.6%	3.1%	+0.99	4.1%
Information Technology € 6.342k
BRAZE INC-A USD	+4.02%	€ -124k	-29.0%	-28.3%	0.0%	+0.99	0.7%
DATADOG INC - CLASS A USD	+1.96%	+€ 75k	+63.5%	+65.1%	0.0%	+0.99	0.2%
GITLAB INC-CL A USD	+4.33%	€ -143k	-28.8%	-28.1%	0.0%	+0.98	0.8%
PROCORE TECHNOLOGIES INC USD	+1.01%	€ -154k	-35.6%	-35.0%	0.0%	-0.00	0.7%
SERVICETITAN INC-A USD	+3.00%	€ -17k	-40.7%	-40.1%	0.0%	n.a.	0.1%
SNOWFLAKE INC USD	+4.02%	€ -1.349k	-21.5%	-20.7%	0.0%	+0.98	10.6%
Consumer Discretionary € 917k
NIKE -B- USD ★	+0.63%	+€ 36k	+4.1%	+4.5%	3.6%	+0.80	1.3%
THREDUP INC - CLASS A USD	-3.38%	€ -39k	-32.9%	-32.2%	0.0%	n.a.	0.2%
BEYOND MEAT USD	-2.93%	€ 0k	-6.6%	-5.7%	0.0%	+0.02	0.0%
Consumer Staples € 1.325k
COCA-COLA USD	+0.38%	+€ 207k	+18.1%	+19.3%	2.5%	+0.99	1.8%
Communication Services € 359k
TENCENT MUSIC ENTERTAINM-ADR USD	-3.72%	€ -8k	-47.0%	-46.5%	2.7%	+0.02	0.0%
WARNER BROS DISCOVERY USD	-0.26%	€ -20k	-6.2%	-5.3%	0.0%	+0.48	0.6%
Materials € 1.704k
BARRICK MINING CORP USD ★	-1.45%	€ -86k	-17.1%	-16.5%	1.4%	+0.86	0.8%
NEWMONT CORP USD ★	-0.64%	€ -43k	-9.1%	-8.4%	0.9%	+0.91	0.8%
NUTRIEN LTD USD ★	-0.17%	€ -165k	-15.2%	-15.9%	3.1%	n.a.	1.6%
Utilities € 4.905k
ENGIE	+0.62%	+€ 1.082k	+34.6%	+34.6%	5.0%	-0.01	6.2%
Real Estate € 4.890k
IRON MOUNTAIN USD	-0.68%	+€ 1.739k	+54.7%	+56.2%	2.6%	n.a.	5.2%
Multi Sector € 2.529k
PROSHARES SHORT S&P500 ETF USD	-0.33%	€ -167k	-6.6%	-5.7%	0.0%	-0.28	4.4%
Totale · € 66.770k · 48 posizioni	—	+€ 5.585k	—	—	—	—	100,0%

Deep-dive

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