PORTAFOGLIO ABBASTANZA AGGRESSIVO BUY & HOLD, OTTIMIZZANDO LA RELAZIONE TRA RISCHIO E RENDIMENTO
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
XNAS.XETRA Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444 | ETF | 18.0% | 0.2% |
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 12.0% | 0.25% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 12.0% | 0.07% |
WBIT.XETRA WisdomTree Physical Bitcoin • GB00BJYDH287 | ETF | 8.0% | 0.15% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | -0.6% | -4.8% | +10.3% | +6.4% | +1.5% | -2.9% | +3.5% | - | - | - | - | +13.7% |
| 2025 | +4.9% | -4.0% | -7.9% | -2.3% | +7.5% | +0.7% | +5.2% | -1.6% | +3.2% | +4.0% | -2.1% | -0.0% | +6.5% |
| 2024 | +3.9% | +6.2% | +4.2% | -2.8% | +2.3% | +4.5% | -0.4% | -1.3% | +1.8% | +1.8% | +9.2% | -0.3% | +32.6% |
| 2023 | +6.0% | +1.1% | +1.5% | +0.4% | +2.9% | +3.9% | +2.1% | -0.8% | -1.6% | -2.1% | +6.2% | +4.4% | +26.4% |
| 2022 | -7.0% | -1.8% | +5.4% | -4.2% | -4.6% | -7.8% | +10.8% | -2.6% | -5.4% | +4.2% | -0.2% | -6.0% | -19.1% |
| 2021 | - | - | - | -0.8% | -3.4% | +4.8% | +2.6% | +4.2% | -2.5% | +7.8% | +0.6% | +1.7% | +15.4% |