Dashboard portafoglio

Valore portafoglio oggi

€ 67.908.597

Aggiornato 08/06/2026 · 14:10 CEST

Perf. vs ieri

-0,92%

TR EUR · media pesata

Perf. MTD

-1,19%

TR EUR · Composito -0,36% · Δ -0,01

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) -0.59% (peso 78%)

EURO STOXX 50STOXX 50 +0.45% (peso 22%)

Portafoglio − Benchmark-0,01

Perf. YTD

+13,17%

TR EUR · Composito +9,57% · Δ +0,04

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +10.98% (peso 78%)

EURO STOXX 50STOXX 50 +4.67% (peso 22%)

Portafoglio − Benchmark+0,04

Div yield

+2,79%

annualizzato

Div incassati YTD

€ 1.178.600

attesi 30gg: € 93.876

Incassati da inizio anno€ 1.178.600

Attesi nei prossimi 30gg€ 93.876

Yield annualizzato medio+2,79%

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

Rischio portafoglio

103 osservazioni daily

Volatilità annualizzata?

15.6%

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?

92 osservazioni · ultimi 6 mesi

Movimenti giornalieri rilevanti?

|Δ giorno| > 3% · 15 movimenti

BYND · Consumer Discretionary -9.75% 2 news
- Tyson Foods Inc. (TSN): One of the Top Lab-Grown Meat Stocks to Invest In finance.yahoo.com · 30/05↗
- Beyond Meat Inc. (BYND): One of the Elite Lab-Grown Meat Stocks to Invest In finance.yahoo.com · 30/05↗
NEM · Materials -7.96% 2 news
- China’s central bank extends gold-buying streak to 19 months finance.yahoo.com · 07/06↗
- Glittering Returns: iShares Silver Trust Outpaces Sprott Gold Miners ETF finance.yahoo.com · 06/06↗
B · Materials -7.78% 2 news
- Stocks Settle Sharply Lower as Tech Companies Routed nasdaq.com · 05/06↗
- Stock Indexes Plunge as Tech Stocks Get Dumped nasdaq.com · 05/06↗
VRM · Financials -7.62% 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↗
GH · Health Care -5.60% 2 news
- Why Grail Could Be the Sleeper Stock Everyone's About to Notice finance.yahoo.com · 08/06↗
- How The Guardant Health (GH) Investment Story Is Evolving As Expectations Stay Unchanged finance.yahoo.com · 05/06↗
FANG · Energy -5.09% 2 news
- Is Diamondback Energy, Inc. (FANG) A Good Stock To Buy Now? finance.yahoo.com · 07/06↗
- What Energy Markets Got Right—and Wrong—100 Days Into the Iran War finance.yahoo.com · 07/06↗
APA · Energy -4.32% 2 news
- How Investors Are Reacting To APA (APA) ESOP Shelf Filing After Earnings Beat Expectations finance.yahoo.com · 06/06↗
- Assessing APA Corporation’s Valuation After Strong Results And Free Cash Flow Strength Attract Investor Attention finance.yahoo.com · 06/06↗
IRM · Real Estate -4.29% 2 news
- Assessing Iron Mountain (IRM) Valuation After A Strong Multi‑Year Share Price Run finance.yahoo.com · 04/06↗
- Global Data Center Colocation Market to Reach USD 327.3 Billion by 2035, Expanding at a 14.5% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis) finance.yahoo.com · 04/06↗
PCOR · Information Technology -4.20% 2 news
- Is ProCore Technologies (PCOR) an Overlooked Opportunity? finance.yahoo.com · 03/06↗
- Top 3 High Growth Tech Stocks in the US Market finance.yahoo.com · 01/06↗
TTAN · Information Technology +4.13% 2 news
- ServiceTitan (TTAN) Is Up 7.0% After Raising 2027 Outlook On Strong AI Max Platform Uptake finance.yahoo.com · 08/06↗
- Stocks Settle Sharply Lower as Tech Companies Routed nasdaq.com · 05/06↗
DDOG · Information Technology -3.90% 2 news
- 3 Cash-Producing Stocks to Consider Right Now finance.yahoo.com · 08/06↗
- Datadog (DDOG) Among the Best Performers of May 2026 finance.yahoo.com · 06/06↗
CHYM · Financials -3.74% 2 news
- Chime CEO says hundreds of thousands of its members are setting up Trump accounts as it pushes into investing finance.yahoo.com · 01/06↗
- Rithm Capital's Newrez Strengthens Mortgage Platform With Matic finance.yahoo.com · 29/05↗
MQ · Financials -3.72% 2 news
- Will Marqeta’s (MQ) Expanded European Money Movement Platform Redefine Its Embedded Finance Narrative? finance.yahoo.com · 06/06↗
- Marqeta (MQ) Expands Embedded Payments Offering Across Europe finance.yahoo.com · 05/06↗
DVN · Energy -3.72% 2 news
- Is Woodside Energy Group Ltd (WDS) A Good Stock To Buy Now? finance.yahoo.com · 07/06↗
- U.S. Crude Oil Storage Levels Are Falling Toward This Critical Level. Here’s What Investors Need to Know finance.yahoo.com · 06/06↗
KO · Consumer Staples +3.46% 2 news
- FTXG vs. PBJ: Same Pantry, Same Fee, but the 5-Year Returns Tell a Different Story finance.yahoo.com · 08/06↗
- Coca-Cola launches BodyArmor Fit as it branches out in the 'better-for-you' category seekingalpha.com · 08/06↗

Alert attivi

5 5 nuovi

Critici 5

IRM · drawdown oggi Nuovo

-4.3% · 5.2% del portafoglio

DVN · drawdown oggi Nuovo

-3.7% · 2.4% del portafoglio

APA · drawdown oggi Nuovo

-4.3% · 2.4% del portafoglio

FANG · drawdown oggi Nuovo

-5.1% · 1.6% del portafoglio

SH · sentiment in calo Nuovo

Δ -1.00 vs 30gg

Esposizione paese

peso · TR YTD · contributo

Stati Uniti ★ 74%

TR +14.9% · +9.5pp

Francia 11%

TR +24.9% · +2.8pp

Danimarca ★ 5%

TR +45.9% · +1.7pp

Norvegia ★ 2%

TR +1.2% · +0.0pp

Germania 2%

TR +4.9% · +0.2pp

Regno Unito ★ 1%

TR +14.7% · +0.3pp

Paesi Bassi ★ 1%

TR +5.2% · +0.1pp

Totale 100% TR +13.2% · +14.7pp

Esposizione settoriale

peso · TR YTD · contributo

Settore Peso TR YTD Contrib.

Energy ★ 40% +20.7% +7.7pp

Financials 16% +8.3% +1.5pp

Information Technology 12% +7.6% +0.7pp

Real Estate 7% +55.3% +3.2pp

Utilities 7% +32.2% +2.2pp

Health Care ★ 6% +1.1% -0.1pp

Multi Sector 3% -3.7% -0.2pp

Materials ★ 2% -17.3% -0.6pp

Consumer Staples 1% +17.3% +0.4pp

Consumer Discretionary ★ 1% -0.4% -0.0pp

Communication Services 0% -8.3% -0.1pp

Totale 100% +13.2% +14.7pp

Esposizione valutaria

peso · TR loc · FX · TR € · contributo

Valuta Peso TR loc FX TR € Contrib.

USD 74% +13.1% +1.7pp +14.9% +9.5pp

EUR 15% +19.4% — +19.3% +3.1pp

DKK 5% +46.0% -0.1pp +45.9% +1.7pp

NOK 2% -0.2% +1.4pp +1.2% +0.0pp

GBP 1% +13.4% +1.4pp +14.7% +0.3pp

Totale 100% +11.9% +1.3pp +13.2% +14.7pp

Cash dividendi — anno 2026

incassati in corso annunciati stimati

Eventi macro — prossimi 30gg

4 eventi

11/06 US CPI maggio Inflation
18/06 US FOMC rate decision Central bank
30/06 EU CPI flash zona euro Inflation
03/07 US Nonfarm payrolls giugno Employment

Dividendi attesi — 30gg

totale stimato € 93.876

Ex-date	Titolo	€/azione	Importo	Yield	Stato
10/06	OXY	0.26	€ 4.257	1.7%	confermato
15/06	DVN	0.32	€ 10.428	2.1%	confermato
15/06	VTS	0.44	€ 17.426	11.9%	confermato
15/06	KO	0.53	€ 8.689	2.7%	confermato
15/06	IRM	0.86	€ 33.527	2.5%	confermato
30/06	NTR	0.55	€ 6.594	3.2%	confermato
06/07	JPM	1.5	€ 12.956	1.9%	confermato

Sentiment

7gg · click per deep-dive

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

↘ In calo 3 SH Δ -1,00 ALV.XETRA Δ -0,23 GH Δ -0,21

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 € 27.812k
APA CORP USD ★	-4.32%	+€ 141k	+10.3%	+10.3%	2.6%	+0.99	2.4%
BP GBP ★	+0.37%	+€ 144k	+13.4%	+14.7%	6.1%	+0.98	1.6%
CHENIERE ENERGY INC USD ★	-0.93%	€ -184k	-18.6%	-18.3%	0.9%	+0.49	1.6%
DET NORSKE OLJESELSKAP NOK ★	+0.37%	+€ 6k	-0.2%	+2.4%	0.7%	n.a.	1.6%
DEVON ENERGY USD ★	-3.72%	€ -54k	-3.1%	-3.1%	2.1%	+0.99	2.4%
DIAMONDBACK ENERGY USD ★	-5.09%	+€ 7k	+1.2%	+1.3%	2.0%	+0.84	1.6%
KINDER MORGAN USD	-0.06%	+€ 284k	+19.6%	+21.8%	3.7%	+0.99	2.4%
OCCIDENTAL PETROLEUM USD ★	-2.97%	€ -61k	-6.2%	-6.1%	1.7%	+0.99	1.6%
PETROBRAS SPONS-ADR USD ★	-1.72%	€ -93k	-7.5%	-8.0%	16.6%	+0.70	1.6%
SHELL PLC ★	+0.42%	+€ 43k	+6.2%	+5.2%	4.0%	+0.95	1.6%
TORM PLC-A DKK	+2.92%	+€ 983k	+64.8%	+64.7%	1.3%	n.a.	3.0%
VAR ENERGI ASA NOK ★	+1.09%	€ -22k	-0.1%	+0.1%	0.8%	n.a.	1.6%
VITESSE ENERGY INC USD	-1.07%	€ -35k	-4.1%	-2.4%	11.9%	-0.00	1.2%
CHEVRON USD	-0.55%	+€ 508k	+27.6%	+29.9%	3.7%	+0.99	3.0%
EXXON MOBIL USD	-1.39%	+€ 1.190k	+28.0%	+30.3%	2.7%	+0.98	6.8%
ONEOK USD	-0.79%	+€ 814k	+26.2%	+28.4%	4.7%	+0.22	5.2%
Financials € 10.905k
ANNALY CAPITAL MANAGEMENT IN USD	-0.24%	€ -1k	+1.4%	+3.2%	13.2%	+0.07	0.8%
AXA	+0.33%	+€ 18k	+8.4%	+8.4%	5.9%	n.a.	1.2%
BNP PARIBAS	-0.24%	+€ 141k	+22.7%	+22.7%	5.5%	+0.43	1.2%
CHIME FINANCIAL INC-CL A USD	-3.74%	€ -19k	-30.6%	-29.3%	0.0%	n.a.	0.1%
CREDIT AGRICOLE	+0.42%	€ -71k	+7.9%	+7.9%	6.8%	+0.03	2.1%
MARQETA INC-A USD	-3.72%	€ -44k	-18.3%	-16.9%	0.0%	-0.01	0.4%
VROOM INC USD	-7.62%	€ 0k	-52.7%	-51.9%	0.0%	n.a.	0.0%
ALLIANZ SE-REG	+0.92%	+€ 7k	+4.9%	+4.9%	0.0%	-0.23	3.2%
JPMORGAN CHASE USD	+0.48%	€ -10k	-1.2%	+0.6%	1.9%	+0.98	4.4%
CITIGROUP USD	-1.98%	+€ 382k	+15.7%	+17.8%	1.8%	+0.90	3.7%
Health Care € 4.286k
BIONTECH SE-ADR USD	-1.69%	€ -25k	-7.5%	-5.8%	0.0%	+0.03	0.7%
GUARDANT HEALTH INC USD	-5.60%	+€ 105k	+23.0%	+25.2%	0.0%	-0.21	0.7%
NOVO NORDISK A/S-B DKK ★	+1.23%	€ -259k	-23.2%	-23.2%	4.1%	+0.52	1.7%
ABBVIE USD	+1.02%	+€ 73k	+2.6%	+4.5%	3.0%	+1.00	4.1%
Information Technology € 8.457k
BRAZE INC-A USD	-0.99%	€ -141k	-33.2%	-32.0%	0.0%	-0.00	0.7%
DATADOG INC - CLASS A USD	-3.90%	+€ 87k	+72.2%	+75.2%	0.0%	+0.99	0.2%
GITLAB INC-CL A USD	+0.91%	€ -80k	-17.1%	-15.6%	0.0%	+1.00	0.8%
PROCORE TECHNOLOGIES INC USD	-4.20%	€ -141k	-33.2%	-32.0%	0.0%	+0.00	0.7%
SERVICETITAN INC-A USD	+4.13%	€ -11k	-27.3%	-26.0%	0.0%	+0.64	0.1%
SNOWFLAKE INC USD	-2.42%	+€ 687k	+8.6%	+10.6%	0.0%	+0.85	10.6%
Consumer Discretionary € 903k
NIKE -B- USD ★	-1.47%	+€ 11k	+2.0%	+2.4%	3.7%	+0.57	1.3%
THREDUP INC - CLASS A USD	+0.42%	€ -28k	-24.6%	-23.2%	0.0%	n.a.	0.2%
BEYOND MEAT USD	-9.75%	€ -1k	-13.5%	-11.9%	0.0%	n.a.	0.0%
Consumer Staples € 1.303k
COCA-COLA USD	+3.46%	+€ 185k	+15.2%	+17.3%	2.7%	+0.97	1.8%
Communication Services € 352k
TENCENT MUSIC ENTERTAINM-ADR USD	-2.37%	€ -8k	-45.4%	-44.4%	2.6%	+0.18	0.0%
WARNER BROS DISCOVERY USD	-2.81%	€ -27k	-9.0%	-7.3%	0.0%	+0.82	0.6%
Materials € 1.636k
BARRICK MINING CORP USD ★	-7.78%	€ -95k	-18.9%	-17.9%	1.3%	+0.34	0.8%
NEWMONT CORP USD ★	-7.96%	€ -74k	-15.4%	-14.2%	0.9%	+0.98	0.8%
NUTRIEN LTD USD ★	-2.61%	€ -193k	-18.7%	-18.7%	3.2%	+0.00	1.6%
Utilities € 4.812k
ENGIE	+0.94%	+€ 989k	+32.2%	+32.2%	5.1%	n.a.	6.2%
Real Estate € 4.860k
IRON MOUNTAIN USD	-4.29%	+€ 1.709k	+52.6%	+55.3%	2.5%	+0.09	5.2%
Multi Sector € 2.581k
PROSHARES SHORT S&P500 ETF USD	+2.65%	€ -115k	-5.4%	-3.7%	0.0%	-1.00	4.4%
Totale · € 67.909k · 48 posizioni	—	+€ 6.724k	—	—	—	—	100,0%

Deep-dive

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