| ETFs & Funds Model Portfolios | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
| ETFs | ||||
| PT ETF1G – GROWTH | 2,28 | 5,63 | 17,63 | 17,63 |
| PT ETF1I – INCOME | 0,45 | 2,23 | 6,03 | 6,03 |
| PT ETF1B – BALANCED | 1,64 | 3,86 | 11,41 | 11,41 |
| PT ETF1R – REDDITO | 1,33 | 0,86 | 5,09 | 5,09 |
| Portafoglio ETFs X4 | 0,85 | 3,14 | 8,99 | 8,99 |
| Portfolio ETFs Inflation-Hedge | 1,79 | 2,24 | 9,42 | 9,42 |
| Portfolio ETFs Inflation-Hedge (USD) EUR | 1,73 | 4,13 | 12,82 | 12,82 |
| PT ETF UK Balanced | 0,62 | 2,39 | 7,48 | 7,48 |
| ETFs Strategic High Risk | 3,34 | 4,80 | 28,04 | 28,04 |
| Funds | ||||
| PT 1AC – Action | 0,50 | 0,13 | 7,12 | 7,12 |
| PT 1CO – Conservativo | 0,05 | 0,01 | 1,74 | 1,74 |
| PT 1CR – Crescita | 0,52 | 0,20 | 4,58 | 4,58 |
| PT 1WM – World Market | 1,42 | 2,24 | 11,89 | 11,89 |
| PT 1AR – Abs Return | -0,23 | -0,39 | 2,15 | 2,15 |
| PT 1ARHR – Abs Ret High Risk | 0,25 | 0,54 | 6,45 | 6,45 |
| PT 1FQ – Fondi Quotati | 1,92 | 2,92 | 12,90 | 12,90 |
| BG Vita R4 | -0,63 | -0,44 | 5,46 | 5,46 |
| ESG Sustainable Growth | 0,82 | 2,60 | 9,43 | 9,43 |
| Commentary |
| End of the year 2021 has carried with it a certain degree of stability in the markets with equities closing the year little moved and energy prices declining to levels seen during the summer. Central Banks have somewhat recognized the inflation persistency with plans to taper slightly more aggressive than previously anticipated resulting in interest rates remaining close to pre-pandemic levels. The Omicron variant was mostly disregarded by markets except for a quick period when announced. In fact the fear of lockdowns and further restrictions were largely overestimated and, except for the holiday season, did not occur. |
| Global Market | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
| Equities | ||||
| S&P500 | 4,36 | 10,65 | 26,89 | 26,89 |
| Nasdaq Comp | 0,69 | 8,28 | 21,39 | 21,39 |
| Euro Stoxx 50 | 5,79 | 6,18 | 20,99 | 20,99 |
| Dax | 5,20 | 4,09 | 15,79 | 15,79 |
| Ftse 100 | 4,61 | 4,21 | 14,30 | 14,30 |
| Ftse Mib | 5,94 | 6,47 | 23,00 | 23,00 |
| Nikkei 225 | 3,49 | -2,24 | 4,91 | 4,91 |
| Shangai Comp | 2,13 | 2,01 | 4,80 | 4,80 |
| Commodities | ||||
| Gold | 2,94 | 3,96 | -4,28 | -4,28 |
| WTI Crude Oil | 13,96 | 2,84 | 62,25 | 62,25 |
| Commodity Index | 7,59 | 1,51 | 40,35 | 40,35 |
| Bonds | ||||
| US Gov Long Term | -1,42 | 3,08 | -4,65 | -4,65 |
| US Gov Short Term | -0,21 | -0,58 | -0,60 | -0,60 |
| US Corporate | -0,08 | 0,23 | -1,04 | -1,04 |
| EU Gov Long Term | -3,26 | -0,52 | -7,05 | -7,05 |
| EU Gov Short Term | -0,29 | -0,24 | -0,70 | -0,70 |
| EU Corporate | -0,11 | -0,66 | -0,97 | -0,97 |
| Currencies | ||||
| EUR-USD | 0,52 | -1,74 | -6,99 | -6,99 |
| GBP-USD | 2,02 | 0,53 | -0,87 | -0,87 |
| EUR-GBP | -1,34 | -2,12 | -6,05 | -6,05 |
| EUR-CHF | -0,33 | -4,01 | -4,12 | -4,12 |
| BTC-USD | -18,12 | 9,49 | 62,65 | 62,65 |
