Dashboard portafoglio

Valore portafoglio oggi

€ 67.967.296

Aggiornato 04/06/2026 · 16:13 CEST

Perf. vs ieri

-0,28%

TR EUR · media pesata

Perf. MTD

-0,55%

TR EUR · Composito -0,00% · Δ -0,01

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) -0.09% (peso 78%)

EURO STOXX 50STOXX 50 +0.31% (peso 22%)

Portafoglio − Benchmark-0,01

Perf. YTD

+13,26%

TR EUR · Composito +9,97% · Δ +0,03

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +11.53% (peso 78%)

EURO STOXX 50STOXX 50 +4.53% (peso 22%)

Portafoglio − Benchmark+0,03

Div yield

+2,81%

annualizzato

Div incassati YTD

€ 1.173.892

attesi 30gg: € 80.267

Incassati da inizio anno€ 1.173.892

Attesi nei prossimi 30gg€ 80.267

Yield annualizzato medio+2,81%

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

Rischio portafoglio

101 osservazioni daily

Volatilità annualizzata?

15.8%

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)?

0.37

sensitività al mercato US

Rendimento rolling 30 giorni?

90 osservazioni · ultimi 6 mesi

Movimenti giornalieri rilevanti?

|Δ giorno| > 3% · 8 movimenti

DDOG · Information Technology -8.45% 2 news
- Stocks Retreat as US-Iran Peace Hopes in Doubt nasdaq.com · 03/06↗
- Stocks Fall on Escalation of US-Iran Hostilities nasdaq.com · 03/06↗
BRZE · Information Technology -6.77% 2 news
- PagerDuty, Braze, and Asana Stocks Trade Down, What You Need To Know finance.yahoo.com · 03/06↗
- 5 Insightful Analyst Questions From Braze’s Q1 Earnings Call finance.yahoo.com · 03/06↗
SNOW · Information Technology -4.92% 2 news
- Broadcom stock sinks. Are AI earnings expectations 'insatiable'? finance.yahoo.com · 04/06↗
- Broadcom could be headed for one of the worst 1-day destructions in shareholder value ever finance.yahoo.com · 04/06↗
CHYM · Financials -3.87% 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 -3.78% 2 news
- Q2 Holdings, HubSpot, and Marqeta Shares Are Falling, What You Need To Know finance.yahoo.com · 04/06↗
- Marqeta, Inc. (MQ) Expands Portfolio of Account and Money Movement Tools into 30 Additional European Countries finance.yahoo.com · 02/06↗
TDUP · Consumer Discretionary +3.55% 2 news
- 3 Consumer Stocks Walking a Fine Line finance.yahoo.com · 28/05↗
- 3 of Wall Street’s Favorite Stocks That Fall Short finance.yahoo.com · 25/05↗
PBR · Energy -3.19% 2 news
- Alphabet’s record-breaking $85B raise for Google’s AI business is a helluva good signal finance.yahoo.com · 03/06↗
- As the Iran conflict shakes up the oil market, where can investors find value? seekingalpha.com · 03/06↗
VTS · Energy -3.12% 2 news
- Mixed or Offshore Upstream E&P Stocks Q1 Recap: Benchmarking Murphy Oil (NYSE:MUR) finance.yahoo.com · 03/06↗
- Mixed or Offshore Upstream E&P Stocks Q1 Results: Benchmarking Tidewater (NYSE:TDW) finance.yahoo.com · 01/06↗

Alert attivi

6 1 nuovi

Critici 6

SNOW · drawdown oggi

-4.9% · 10.6% del portafoglio

PBR · drawdown oggi Nuovo

-3.2% · 1.6% del portafoglio

VTS · drawdown oggi

-3.1% · 1.2% del portafoglio

SH · sentiment in calo

Δ -0.32 vs 30gg

ALV.XETRA · sentiment in calo

Δ -0.38 vs 30gg

B · sentiment in calo

Δ -0.51 vs 30gg

Esposizione paese

peso · TR YTD · contributo

Stati Uniti ★ 74%

TR +15.4% · +10.0pp

Francia 11%

TR +24.6% · +2.8pp

Danimarca ★ 5%

TR +39.7% · +1.5pp

Norvegia ★ 2%

TR +0.6% · +0.0pp

Germania 2%

TR +4.4% · +0.2pp

Regno Unito ★ 1%

TR +12.7% · +0.2pp

Paesi Bassi ★ 1%

TR +3.7% · +0.1pp

Totale 100% TR +13.3% · +14.8pp

Esposizione settoriale

peso · TR YTD · contributo

Settore Peso TR YTD Contrib.

Energy ★ 40% +19.6% +7.4pp

Financials 15% +7.5% +1.3pp

Information Technology 12% +11.2% +1.2pp

Real Estate 7% +57.3% +3.3pp

Utilities 7% +31.8% +2.2pp

Health Care ★ 6% -0.2% -0.2pp

Multi Sector 3% -6.4% -0.3pp

Materials ★ 2% -12.8% -0.5pp

Consumer Staples 1% +16.8% +0.3pp

Consumer Discretionary ★ 1% +1.8% +0.0pp

Communication Services 0% -6.1% -0.0pp

Totale 100% +13.3% +14.8pp

Esposizione valutaria

peso · TR loc · FX · TR € · contributo

Valuta Peso TR loc FX TR € Contrib.

USD 74% +14.6% +0.8pp +15.4% +10.0pp

EUR 15% +19.0% — +18.9% +3.0pp

DKK 5% +39.7% -0.1pp +39.7% +1.5pp

NOK 2% -1.4% +2.0pp +0.6% +0.0pp

GBP 1% +11.6% +1.1pp +12.7% +0.2pp

Totale 100% +12.6% +0.6pp +13.3% +14.8pp

Cash dividendi — anno 2026

incassati in corso annunciati stimati

Eventi macro — prossimi 30gg

6 eventi

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
30/06 EU CPI flash zona euro Inflation
03/07 US Nonfarm payrolls giugno Employment

Dividendi attesi — 30gg

totale stimato € 80.267

Ex-date	Titolo	€/azione	Importo	Yield	Stato
10/06	OXY	0.26	€ 4.223	1.7%	confermato
15/06	DVN	0.32	€ 10.343	2.1%	confermato
15/06	VTS	0.44	€ 17.285	11.7%	confermato
15/06	KO	0.53	€ 8.618	2.6%	confermato
15/06	IRM	0.86	€ 33.256	2.6%	confermato
30/06	NTR	0.55	€ 6.541	3.2%	confermato

Sentiment

7gg · click per deep-dive

↑ Top 5 PCOR +1,00 ENGI.PA +1,00 BRZE +1,00 CHYM +1,00 VTS +1,00

↘ In calo 5 B Δ -0,51 ALV.XETRA Δ -0,38 SH Δ -0,32 NLY Δ -0,18 LNG Δ -0,17

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 € 27.664k
APA CORP USD ★	-0.26%	+€ 178k	+13.7%	+12.8%	2.6%	+1.96	2.4%
BP GBP ★	+0.30%	+€ 124k	+11.6%	+12.7%	6.1%	+0.85	1.6%
CHENIERE ENERGY INC USD ★	+1.04%	€ -192k	-18.7%	-19.1%	0.9%	-0.17	1.6%
DET NORSKE OLJESELSKAP NOK ★	+1.43%	+€ 6k	-0.7%	+2.4%	0.8%	n.a.	1.6%
DEVON ENERGY USD ★	-1.45%	€ -25k	-0.3%	-1.1%	2.1%	+0.77	2.4%
DIAMONDBACK ENERGY USD ★	-0.87%	+€ 40k	+5.3%	+4.6%	2.1%	+1.94	1.6%
KINDER MORGAN USD	+0.43%	+€ 264k	+19.2%	+20.4%	3.7%	+1.00	2.4%
OCCIDENTAL PETROLEUM USD ★	-1.12%	€ -44k	-3.8%	-4.4%	1.7%	+0.64	1.6%
PETROBRAS SPONS-ADR USD ★	-3.19%	€ -88k	-5.6%	-7.6%	16.2%	+0.70	1.6%
SHELL PLC ★	-0.75%	+€ 28k	+4.7%	+3.7%	3.9%	+0.74	1.6%
TORM PLC-A DKK	-0.22%	+€ 855k	+57.5%	+57.4%	1.2%	n.a.	3.0%
VAR ENERGI ASA NOK ★	+1.75%	€ -35k	-2.0%	-1.2%	0.8%	n.a.	1.6%
VITESSE ENERGY INC USD	-3.12%	€ -39k	-3.9%	-2.9%	11.7%	-0.00	1.2%
CHEVRON USD	+0.51%	+€ 504k	+28.4%	+29.7%	3.7%	+0.52	3.0%
EXXON MOBIL USD	+1.19%	+€ 1.197k	+29.2%	+30.4%	2.7%	+0.56	6.8%
ONEOK USD	+0.92%	+€ 749k	+25.1%	+26.4%	4.8%	+0.21	5.2%
Financials € 10.809k
ANNALY CAPITAL MANAGEMENT IN USD	+0.07%	€ -2k	+1.8%	+2.8%	13.2%	-0.18	0.8%
AXA	-0.60%	+€ 18k	+8.3%	+8.3%	5.9%	n.a.	1.2%
BNP PARIBAS	-0.68%	+€ 142k	+22.8%	+22.8%	5.5%	+0.81	1.2%
CHIME FINANCIAL INC-CL A USD	-3.87%	€ -18k	-29.0%	-28.3%	0.0%	+0.02	0.1%
CREDIT AGRICOLE	-0.03%	€ -75k	+7.6%	+7.6%	6.8%	n.a.	2.1%
MARQETA INC-A USD	-3.78%	€ -42k	-16.9%	-16.1%	0.0%	-0.01	0.4%
VROOM INC USD	-2.90%	€ 0k	-46.2%	-45.7%	0.0%	n.a.	0.0%
ALLIANZ SE-REG	-1.06%	€ -3k	+4.4%	+4.4%	0.0%	-0.38	3.2%
JPMORGAN CHASE USD	+2.03%	€ -77k	-2.8%	-1.9%	2.0%	+0.86	4.4%
CITIGROUP USD	+1.14%	+€ 366k	+15.9%	+17.1%	1.8%	+0.72	3.7%
Health Care € 4.236k
BIONTECH SE-ADR USD	+1.16%	€ -19k	-5.3%	-4.4%	0.0%	+0.29	0.7%
GUARDANT HEALTH INC USD	-0.36%	+€ 117k	+27.0%	+28.2%	0.0%	+0.69	0.7%
NOVO NORDISK A/S-B DKK ★	+1.26%	€ -243k	-21.6%	-21.6%	4.3%	+0.79	1.7%
ABBVIE USD	+2.86%	€ -12k	+0.1%	+1.1%	3.1%	+0.88	4.1%
Information Technology € 8.728k
BRAZE INC-A USD	-6.77%	€ -130k	-30.2%	-29.5%	0.0%	-0.00	0.7%
DATADOG INC - CLASS A USD	-8.45%	+€ 96k	+81.2%	+82.9%	0.0%	+0.72	0.2%
GITLAB INC-CL A USD	-2.51%	€ -84k	-17.3%	-16.5%	0.0%	+0.99	0.8%
PROCORE TECHNOLOGIES INC USD	-2.28%	€ -125k	-29.2%	-28.5%	0.0%	+0.00	0.7%
SERVICETITAN INC-A USD	+0.00%	€ -12k	-29.6%	-28.9%	0.0%	+0.03	0.1%
SNOWFLAKE INC USD	-4.92%	+€ 929k	+13.2%	+14.3%	0.0%	+0.98	10.6%
Consumer Discretionary € 920k
NIKE -B- USD ★	+1.58%	+€ 31k	+5.4%	+4.9%	3.7%	+0.85	1.3%
THREDUP INC - CLASS A USD	+3.55%	€ -32k	-27.1%	-26.4%	0.0%	n.a.	0.2%
BEYOND MEAT USD	-2.63%	€ -1k	-9.2%	-8.3%	0.0%	+0.00	0.0%
Consumer Staples € 1.297k
COCA-COLA USD	+1.75%	+€ 179k	+15.7%	+16.8%	2.6%	+0.94	1.8%
Communication Services € 361k
TENCENT MUSIC ENTERTAINM-ADR USD	-0.37%	€ -7k	-43.1%	-42.5%	2.5%	n.a.	0.0%
WARNER BROS DISCOVERY USD	-0.37%	€ -19k	-6.0%	-5.1%	0.0%	+0.66	0.6%
Materials € 1.722k
BARRICK MINING CORP USD ★	-0.29%	€ -62k	-11.6%	-11.3%	1.3%	-0.51	0.8%
NEWMONT CORP USD ★	+0.31%	€ -34k	-6.8%	-6.3%	0.9%	+0.94	0.8%
NUTRIEN LTD USD ★	+0.42%	€ -181k	-16.8%	-17.4%	3.2%	+0.01	1.6%
Utilities € 4.798k
ENGIE	+0.60%	+€ 974k	+31.8%	+31.8%	5.1%	+0.00	6.2%
Real Estate € 4.923k
IRON MOUNTAIN USD	-0.90%	+€ 1.772k	+55.8%	+57.3%	2.6%	+0.08	5.2%
Multi Sector € 2.510k
PROSHARES SHORT S&P500 ETF USD	+0.92%	€ -186k	-7.3%	-6.4%	0.0%	-0.32	4.4%
Totale · € 67.967k · 48 posizioni	—	+€ 6.783k	—	—	—	—	100,0%

Deep-dive

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