Dashboard portafoglio

Valore portafoglio oggi

€ 68.278.115

Aggiornato 04/06/2026 · 17:46 CEST

Perf. vs ieri

+0,11%

TR EUR · media pesata

Perf. MTD

-0,17%

TR EUR · Composito -0,00% · Δ -0,00

Breakdown benchmark composito

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

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

Portafoglio − Benchmark-0,00

Perf. YTD

+13,76%

TR EUR · Composito +9,97% · Δ +0,04

Breakdown benchmark composito

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

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

Portafoglio − Benchmark+0,04

Div yield

+2,80%

annualizzato

Div incassati YTD

€ 1.174.314

attesi 30gg: € 80.336

Incassati da inizio anno€ 1.174.314

Attesi nei prossimi 30gg€ 80.336

Yield annualizzato medio+2,80%

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% · 7 movimenti

DDOG · Information Technology -7.74% 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 -6.46% 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↗
TDUP · Consumer Discretionary +6.00% 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↗
VRM · Financials -4.72% 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↗
SNOW · Information Technology -3.76% 2 news
- Is Snowflake the New Market Darling of AI Software -- or Will It Follow Palantir's Path? finance.yahoo.com · 04/06↗
- Broadcom stock sinks. Are AI earnings expectations 'insatiable'? finance.yahoo.com · 04/06↗
JPM · Financials +3.18% 2 news
- JPMorgan's Jamie Dimon to flex massive branch network in SpaceX IPO pitch finance.yahoo.com · 04/06↗
- How Much Would a $10,000 Investment in JPMorgan Chase Stock 10 Years Ago Be Worth Today? finance.yahoo.com · 04/06↗
BYND · Consumer Discretionary +3.06% 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↗

Alert attivi

Critici 4

SNOW · drawdown oggi

-3.8% · 10.6% 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 -0.42 vs 30gg

Esposizione paese

peso · TR YTD · contributo

Stati Uniti ★ 74%

TR +16.2% · +10.6pp

Francia 11%

TR +23.8% · +2.7pp

Danimarca ★ 5%

TR +39.8% · +1.5pp

Norvegia ★ 2%

TR +1.1% · +0.0pp

Germania 2%

TR +3.8% · +0.1pp

Regno Unito ★ 1%

TR +13.8% · +0.2pp

Paesi Bassi ★ 1%

TR +4.6% · +0.1pp

Totale 100% TR +13.8% · +15.4pp

Esposizione settoriale

peso · TR YTD · contributo

Settore Peso TR YTD Contrib.

Energy ★ 40% +20.3% +7.8pp

Financials 15% +8.0% +1.4pp

Information Technology 12% +12.6% +1.4pp

Real Estate 7% +58.1% +3.3pp

Utilities 6% +30.8% +2.2pp

Health Care ★ 6% +0.4% -0.1pp

Multi Sector 3% -6.7% -0.3pp

Materials ★ 2% -12.7% -0.5pp

Consumer Staples 1% +14.9% +0.3pp

Consumer Discretionary ★ 1% +0.0% -0.0pp

Communication Services 0% -6.4% -0.0pp

Totale 100% +13.8% +15.4pp

Esposizione valutaria

peso · TR loc · FX · TR € · contributo

Valuta Peso TR loc FX TR € Contrib.

USD 74% +15.3% +0.9pp +16.2% +10.6pp

EUR 15% +18.4% — +18.3% +3.0pp

DKK 5% +39.9% -0.1pp +39.8% +1.5pp

NOK 2% -0.9% +2.0pp +1.1% +0.0pp

GBP 1% +12.7% +1.1pp +13.8% +0.2pp

Totale 100% +13.1% +0.7pp +13.8% +15.4pp

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 € 80.336

Ex-date	Titolo	€/azione	Importo	Yield	Stato
10/06	OXY	0.26	€ 4.226	1.7%	confermato
15/06	DVN	0.32	€ 10.352	2.1%	confermato
15/06	VTS	0.44	€ 17.300	11.7%	confermato
15/06	KO	0.53	€ 8.626	2.6%	confermato
15/06	IRM	0.86	€ 33.285	2.6%	confermato
30/06	NTR	0.55	€ 6.547	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 -0,42 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 € 27.844k
APA CORP USD ★	+1.30%	+€ 205k	+15.5%	+14.7%	2.6%	+1.96	2.4%
BP GBP ★	+1.32%	+€ 135k	+12.7%	+13.8%	6.1%	+0.85	1.6%
CHENIERE ENERGY INC USD ★	+0.94%	€ -192k	-18.8%	-19.1%	0.9%	-0.17	1.6%
DET NORSKE OLJESELSKAP NOK ★	+1.64%	+€ 9k	-0.5%	+2.6%	0.8%	n.a.	1.6%
DEVON ENERGY USD ★	-0.72%	€ -12k	+0.4%	-0.3%	2.1%	+0.77	2.4%
DIAMONDBACK ENERGY USD ★	+1.01%	+€ 60k	+7.3%	+6.7%	2.1%	+1.94	1.6%
KINDER MORGAN USD	+0.10%	+€ 260k	+18.8%	+20.1%	3.7%	+1.00	2.4%
OCCIDENTAL PETROLEUM USD ★	-0.85%	€ -41k	-3.5%	-4.1%	1.7%	+0.64	1.6%
PETROBRAS SPONS-ADR USD ★	-2.76%	€ -84k	-5.2%	-7.1%	16.2%	+0.70	1.6%
SHELL PLC ★	+0.05%	+€ 36k	+5.5%	+4.6%	3.9%	+0.74	1.6%
TORM PLC-A DKK	-0.11%	+€ 858k	+57.7%	+57.6%	1.2%	n.a.	3.0%
VAR ENERGI ASA NOK ★	+2.57%	€ -27k	-1.2%	-0.4%	0.8%	n.a.	1.6%
VITESSE ENERGY INC USD	-2.77%	€ -35k	-3.5%	-2.5%	11.7%	-0.00	1.2%
CHEVRON USD	+1.05%	+€ 519k	+29.1%	+30.5%	3.7%	+0.52	3.0%
EXXON MOBIL USD	+2.31%	+€ 1.261k	+30.6%	+32.0%	2.7%	+0.56	6.8%
ONEOK USD	+0.89%	+€ 751k	+25.1%	+26.4%	4.8%	+0.21	5.2%
Financials € 10.863k
ANNALY CAPITAL MANAGEMENT IN USD	+0.42%	€ 0k	+2.2%	+3.2%	13.2%	-0.18	0.8%
AXA	-1.31%	+€ 12k	+7.6%	+7.6%	5.9%	n.a.	1.2%
BNP PARIBAS	-0.86%	+€ 140k	+22.6%	+22.6%	5.5%	+0.81	1.2%
CHIME FINANCIAL INC-CL A USD	-2.12%	€ -17k	-27.7%	-26.9%	0.0%	+0.02	0.1%
CREDIT AGRICOLE	-0.18%	€ -77k	+7.4%	+7.4%	6.8%	n.a.	2.1%
MARQETA INC-A USD	-2.56%	€ -39k	-15.9%	-15.0%	0.0%	-0.01	0.4%
VROOM INC USD	-4.72%	€ 0k	-47.2%	-46.6%	0.0%	n.a.	0.0%
ALLIANZ SE-REG	-1.65%	€ -15k	+3.8%	+3.8%	0.0%	-0.38	3.2%
JPMORGAN CHASE USD	+3.18%	€ -45k	-1.8%	-0.7%	2.0%	+0.97	4.4%
CITIGROUP USD	+2.43%	+€ 402k	+17.4%	+18.7%	1.8%	+0.72	3.7%
Health Care € 4.257k
BIONTECH SE-ADR USD	+1.68%	€ -16k	-4.8%	-3.8%	0.0%	+0.29	0.7%
GUARDANT HEALTH INC USD	+1.70%	+€ 129k	+29.6%	+31.0%	0.0%	+0.69	0.7%
NOVO NORDISK A/S-B DKK ★	+2.23%	€ -235k	-20.9%	-20.9%	4.3%	+0.79	1.7%
ABBVIE USD	+2.73%	€ -13k	-0.0%	+1.0%	3.1%	+0.79	4.1%
Information Technology € 8.839k
BRAZE INC-A USD	-6.46%	€ -128k	-29.9%	-29.2%	0.0%	-0.00	0.7%
DATADOG INC - CLASS A USD	-7.74%	+€ 98k	+82.6%	+84.5%	0.0%	+0.72	0.2%
GITLAB INC-CL A USD	-1.07%	€ -78k	-16.1%	-15.2%	0.0%	+0.99	0.8%
PROCORE TECHNOLOGIES INC USD	-1.52%	€ -123k	-28.6%	-27.9%	0.0%	+0.00	0.7%
SERVICETITAN INC-A USD	+0.01%	€ -12k	-29.6%	-28.8%	0.0%	+0.03	0.1%
SNOWFLAKE INC USD	-3.76%	+€ 1.027k	+14.6%	+15.8%	0.0%	+0.98	10.6%
Consumer Discretionary € 906k
NIKE -B- USD ★	-0.51%	+€ 15k	+3.3%	+2.8%	3.7%	+0.85	1.3%
THREDUP INC - CLASS A USD	+6.00%	€ -30k	-25.4%	-24.6%	0.0%	n.a.	0.2%
BEYOND MEAT USD	+3.06%	€ 0k	-3.9%	-2.8%	0.0%	+0.00	0.0%
Consumer Staples € 1.276k
COCA-COLA USD	-0.03%	+€ 158k	+13.7%	+14.9%	2.6%	+0.94	1.8%
Communication Services € 359k
TENCENT MUSIC ENTERTAINM-ADR USD	-0.71%	€ -7k	-43.3%	-42.7%	2.5%	n.a.	0.0%
WARNER BROS DISCOVERY USD	-0.79%	€ -20k	-6.4%	-5.4%	0.0%	+0.66	0.6%
Materials € 1.726k
BARRICK MINING CORP USD ★	-0.25%	€ -61k	-11.5%	-11.1%	1.3%	-0.42	0.8%
NEWMONT CORP USD ★	-0.77%	€ -39k	-7.8%	-7.2%	0.9%	+0.93	0.8%
NUTRIEN LTD USD ★	+1.39%	€ -172k	-16.0%	-16.6%	3.2%	+0.01	1.6%
Utilities € 4.760k
ENGIE	-0.19%	+€ 937k	+30.8%	+30.8%	5.0%	+0.00	6.2%
Real Estate € 4.947k
IRON MOUNTAIN USD	-0.50%	+€ 1.796k	+56.4%	+58.1%	2.6%	+0.08	5.2%
Multi Sector € 2.502k
PROSHARES SHORT S&P500 ETF USD	+0.52%	€ -194k	-7.7%	-6.7%	0.0%	-0.32	4.4%
Totale · € 68.278k · 48 posizioni	—	+€ 7.093k	—	—	—	—	100,0%

Deep-dive

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