Dashboard portafoglio

Valore portafoglio oggi

€ 68.259.589

Aggiornato 05/06/2026 · 13:37 CEST

Perf. vs ieri

+0,88%

TR EUR · media pesata

Perf. MTD

-0,11%

TR EUR · Composito +0,07% · Δ -0,00

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) -0.24% (peso 78%)

EURO STOXX 50STOXX 50 +1.13% (peso 22%)

Portafoglio − Benchmark-0,00

Perf. YTD

+13,73%

TR EUR · Composito +10,03% · Δ +0,04

Breakdown benchmark composito

S&P 500 (EUR)500 (EUR) +11.37% (peso 78%)

EURO STOXX 50STOXX 50 +5.39% (peso 22%)

Portafoglio − Benchmark+0,04

Div yield

+2,80%

annualizzato

Div incassati YTD

€ 1.173.670

attesi 30gg: € 80.239

Incassati da inizio anno€ 1.173.670

Attesi nei prossimi 30gg€ 80.239

Yield annualizzato medio+2,80%

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

Rischio portafoglio

102 osservazioni daily

Volatilità annualizzata?

15.7%

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?

91 osservazioni · ultimi 6 mesi

Movimenti giornalieri rilevanti?

|Δ giorno| > 3% · 9 movimenti

BYND · Consumer Discretionary +6.22% 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↗
TDUP · Consumer Discretionary +5.03% 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↗
GH · Health Care +4.75% 2 news
- 1 Unpopular Stock That Should Get More Attention and 2 We Find Risky finance.yahoo.com · 04/06↗
- Here's Why This Colon Cancer Testing Biotech Is A Mutual Fund Favorite finance.yahoo.com · 04/06↗
NOVO-B.CO · Health Care +4.43% 2 news
- Novo Nordisk Tests Wegovy Combinations In Older Adults With Veru Trial finance.yahoo.com · 05/06↗
- ASML Becomes Europe's Most Valuable Stock Ever finance.yahoo.com · 03/06↗
MQ · Financials +4.13% 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↗
C · Financials +4.02% 2 news
- How The Ericsson (OM:ERIC B) Investment Story Is Shifting As Analyst Targets Recalibrate finance.yahoo.com · 05/06↗
- Citi Turns Neutral on Westlake (WLK), Citing Fading Momentum in PVC Pricing finance.yahoo.com · 05/06↗
FANG · Energy -3.63% 2 news
- Top Analyst Reports for Berkshire Hathaway, Eli Lilly & Walmart finance.yahoo.com · 04/06↗
- Why Is California Resources (CRC) Up 1.2% Since Last Earnings Report? finance.yahoo.com · 04/06↗
ABBV · Health Care +3.60% 2 news
- 3 Stocks Estimated To Be Trading 16.4% To 42% Below Intrinsic Value finance.yahoo.com · 04/06↗
- Generalized Anxiety Disorder Market Forecast Shows Strong CAGR During the Forecast Period (2026-2036) Driven by Innovative Therapies | DelveInsight finance.yahoo.com · 04/06↗
JPM · Financials +3.34% 2 news
- JPMorgan abandons bearish Tesla stance, skyrocketing price target 227% to $475 seekingalpha.com · 05/06↗
- Warren Buffett's Successor, Greg Abel, Dumped Amazon and Bought 3 Million Shares of This Undervalued Stock nasdaq.com · 05/06↗

Alert attivi

Critici 4

FANG · drawdown oggi

-3.6% · 1.6% del portafoglio

SH · sentiment in calo

Δ -0.65 vs 30gg

ALV.XETRA · sentiment in calo

Δ -0.48 vs 30gg

BNTX · sentiment in calo

Δ -0.35 vs 30gg

Esposizione paese

peso · TR YTD · contributo

Stati Uniti ★ 74%

TR +16.0% · +10.3pp

Francia 11%

TR +25.5% · +2.9pp

Danimarca ★ 5%

TR +39.8% · +1.5pp

Norvegia ★ 2%

TR +2.1% · +0.1pp

Germania 2%

TR +4.2% · +0.1pp

Regno Unito ★ 1%

TR +14.6% · +0.3pp

Paesi Bassi ★ 1%

TR +5.2% · +0.1pp

Totale 100% TR +13.7% · +15.3pp

Esposizione settoriale

peso · TR YTD · contributo

Settore Peso TR YTD Contrib.

Energy ★ 40% +20.4% +7.8pp

Financials 15% +8.4% +1.5pp

Information Technology 12% +9.4% +1.0pp

Real Estate 7% +60.8% +3.5pp

Utilities 7% +32.9% +2.3pp

Health Care ★ 6% +1.2% -0.1pp

Multi Sector 3% -7.0% -0.3pp

Materials ★ 2% -13.3% -0.5pp

Consumer Staples 1% +12.4% +0.3pp

Consumer Discretionary ★ 1% +0.2% -0.0pp

Communication Services 0% -6.4% -0.0pp

Totale 100% +13.7% +15.3pp

Esposizione valutaria

peso · TR loc · FX · TR € · contributo

Valuta Peso TR loc FX TR € Contrib.

USD 74% +15.3% +0.8pp +16.0% +10.3pp

EUR 15% +19.7% — +19.6% +3.2pp

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

NOK 2% -0.0% +2.1pp +2.1% +0.1pp

GBP 1% +13.3% +1.3pp +14.6% +0.3pp

Totale 100% +13.1% +0.6pp +13.7% +15.3pp

Cash dividendi — anno 2026

incassati in corso annunciati stimati

Eventi macro — prossimi 30gg

5 eventi

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 € 80.239

Ex-date	Titolo	€/azione	Importo	Yield	Stato
10/06	OXY	0.26	€ 4.221	1.6%	confermato
15/06	DVN	0.32	€ 10.340	2.1%	confermato
15/06	VTS	0.44	€ 17.279	11.7%	confermato
15/06	IRM	0.86	€ 33.245	2.6%	confermato
15/06	KO	0.53	€ 8.615	2.6%	confermato
30/06	NTR	0.55	€ 6.539	3.2%	confermato

News rilevanti

filtrate per qualità · top 1

TTAN

Stocks making the biggest moves after hours: Lululemon Athletica, ServiceTitan, Argan and more↗

cnbc.com · 04/06

Sentiment

7gg · click per deep-dive

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

↘ In calo 4 SH Δ -0,65 ALV.XETRA Δ -0,48 BNTX Δ -0,35 NLY Δ -0,13

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 € 27.886k
APA CORP USD ★	-0.29%	+€ 200k	+15.2%	+14.3%	2.6%	-0.01	2.4%
BP GBP ★	+0.13%	+€ 142k	+13.3%	+14.6%	6.1%	+0.45	1.6%
CHENIERE ENERGY INC USD ★	+2.42%	€ -183k	-17.8%	-18.3%	0.9%	+0.15	1.6%
DET NORSKE OLJESELSKAP NOK ★	-0.03%	+€ 17k	+0.2%	+3.5%	0.7%	n.a.	1.6%
DEVON ENERGY USD ★	-0.41%	€ -11k	+0.6%	-0.2%	2.1%	+0.77	2.4%
DIAMONDBACK ENERGY USD ★	-3.63%	+€ 51k	+6.6%	+5.8%	2.1%	+0.99	1.6%
KINDER MORGAN USD	+1.05%	+€ 271k	+19.7%	+20.8%	3.8%	+1.00	2.4%
OCCIDENTAL PETROLEUM USD ★	-1.63%	€ -40k	-3.4%	-4.1%	1.6%	+0.64	1.6%
PETROBRAS SPONS-ADR USD ★	-0.71%	€ -85k	-5.2%	-7.2%	16.2%	+0.70	1.6%
SHELL PLC ★	-0.96%	+€ 42k	+6.1%	+5.2%	4.0%	+0.92	1.6%
TORM PLC-A DKK	-1.68%	+€ 858k	+57.7%	+57.6%	1.2%	n.a.	3.0%
VAR ENERGI ASA NOK ★	+0.78%	€ -16k	-0.2%	+0.6%	0.8%	n.a.	1.6%
VITESSE ENERGY INC USD	+0.91%	€ -33k	-3.1%	-2.2%	11.7%	-0.00	1.2%
CHEVRON USD	-0.72%	+€ 501k	+28.3%	+29.5%	3.6%	+0.54	3.0%
EXXON MOBIL USD	-0.32%	+€ 1.220k	+29.8%	+31.0%	2.6%	+0.45	6.8%
ONEOK USD	+2.54%	+€ 812k	+27.1%	+28.3%	4.8%	+0.06	5.2%
Financials € 10.903k
ANNALY CAPITAL MANAGEMENT IN USD	+0.47%	€ -3k	+1.6%	+2.6%	13.2%	-0.13	0.8%
AXA	+1.23%	+€ 17k	+8.2%	+8.2%	5.9%	n.a.	1.2%
BNP PARIBAS	+1.22%	+€ 147k	+23.5%	+23.5%	5.5%	+0.82	1.2%
CHIME FINANCIAL INC-CL A USD	+2.89%	€ -17k	-27.9%	-27.2%	0.0%	+0.02	0.1%
CREDIT AGRICOLE	+1.28%	€ -64k	+8.5%	+8.5%	6.9%	n.a.	2.1%
MARQETA INC-A USD	+4.13%	€ -37k	-15.2%	-14.4%	0.0%	-0.01	0.4%
VROOM INC USD	+2.57%	€ 0k	-48.8%	-48.3%	0.0%	n.a.	0.0%
ALLIANZ SE-REG	+0.90%	€ -7k	+4.2%	+4.2%	0.0%	-0.48	3.2%
JPMORGAN CHASE USD	+3.34%	€ -45k	-1.6%	-0.7%	2.0%	+0.78	4.4%
CITIGROUP USD	+4.02%	+€ 413k	+18.0%	+19.1%	1.8%	+0.78	3.7%
Health Care € 4.292k
BIONTECH SE-ADR USD	+1.29%	€ -22k	-5.9%	-5.0%	0.0%	-0.35	0.7%
GUARDANT HEALTH INC USD	+4.75%	+€ 131k	+30.3%	+31.5%	0.0%	+0.76	0.7%
NOVO NORDISK A/S-B DKK ★	+4.43%	€ -235k	-20.9%	-20.9%	4.3%	+0.79	1.7%
ABBVIE USD	+3.60%	+€ 25k	+1.6%	+2.6%	3.1%	+0.79	4.1%
Information Technology € 8.582k
BRAZE INC-A USD	-1.78%	€ -140k	-32.5%	-31.9%	0.0%	-0.00	0.7%
DATADOG INC - CLASS A USD	-2.69%	+€ 94k	+79.1%	+80.8%	0.0%	+0.79	0.2%
GITLAB INC-CL A USD	-0.29%	€ -87k	-17.8%	-17.1%	0.0%	+0.99	0.8%
PROCORE TECHNOLOGIES INC USD	+0.10%	€ -130k	-30.3%	-29.6%	0.0%	+0.00	0.7%
SERVICETITAN INC-A USD	+2.34%	€ -13k	-30.2%	-29.6%	0.0%	-0.01	0.1%
SNOWFLAKE INC USD	+1.20%	+€ 804k	+11.3%	+12.4%	0.0%	+0.91	10.6%
Consumer Discretionary € 907k
NIKE -B- USD ★	-0.43%	+€ 16k	+3.5%	+3.0%	3.7%	+0.74	1.3%
THREDUP INC - CLASS A USD	+5.03%	€ -29k	-24.9%	-24.2%	0.0%	n.a.	0.2%
BEYOND MEAT USD	+6.22%	€ 0k	-4.1%	-3.2%	0.0%	+0.00	0.0%
Consumer Staples € 1.249k
COCA-COLA USD	-2.46%	+€ 131k	+11.4%	+12.4%	2.6%	+0.77	1.8%
Communication Services € 359k
TENCENT MUSIC ENTERTAINM-ADR USD	+1.75%	€ -7k	-44.1%	-43.6%	2.6%	+0.17	0.0%
WARNER BROS DISCOVERY USD	+0.00%	€ -20k	-6.3%	-5.4%	0.0%	+0.31	0.6%
Materials € 1.714k
BARRICK MINING CORP USD ★	+2.22%	€ -65k	-12.1%	-11.9%	1.3%	+0.38	0.8%
NEWMONT CORP USD ★	+0.80%	€ -41k	-8.1%	-7.6%	0.9%	+0.93	0.8%
NUTRIEN LTD USD ★	+0.28%	€ -179k	-16.5%	-17.2%	3.2%	+0.01	1.6%
Utilities € 4.838k
ENGIE	+0.58%	+€ 1.015k	+32.9%	+32.9%	5.0%	+0.00	6.2%
Real Estate € 5.035k
IRON MOUNTAIN USD	+1.80%	+€ 1.884k	+59.4%	+60.8%	2.6%	+0.10	5.2%
Multi Sector € 2.494k
PROSHARES SHORT S&P500 ETF USD	-0.39%	€ -202k	-7.9%	-7.0%	0.0%	-0.65	4.4%
Totale · € 68.260k · 48 posizioni	—	+€ 7.075k	—	—	—	—	100,0%

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