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 | +0.9% | +0.6% | -5.3% | +2.5% | - | - | - | - | - | - | - | - | -1.4% |
| 2025 | +4.2% | -2.5% | -8.2% | -3.1% | +7.1% | +0.9% | +4.4% | -0.7% | +3.1% | +4.4% | -0.8% | +0.4% | +8.5% |
| 2024 | +4.0% | +4.3% | +3.6% | -2.1% | +1.8% | +5.5% | -0.9% | -0.4% | +1.4% | +1.1% | +6.9% | +0.1% | +27.7% |
| 2023 | +5.2% | +1.1% | +0.9% | +0.4% | +3.1% | +3.7% | +2.3% | -0.5% | -1.7% | -3.2% | +6.2% | +4.0% | +23.4% |
| 2022 | -6.3% | -2.3% | +4.9% | -3.7% | -3.7% | -6.5% | +10.2% | -2.2% | -5.6% | +4.3% | +0.5% | -6.0% | -16.6% |
| 2021 | - | - | - | -0.8% | -3.4% | +4.8% | +2.6% | -1.6% | -2.3% | +5.7% | +1.1% | +3.0% | +9.2% |