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Our Portfolios & Market Update December 2021

ETFs & Funds Model PortfoliosPerf 1M %Perf 3M %Perf YTD %Perf 1Y %
ETFs
PT ETF1G – GROWTH2,285,6317,6317,63
PT ETF1I – INCOME0,452,236,036,03
PT ETF1B – BALANCED1,643,8611,4111,41
PT ETF1R – REDDITO1,330,865,095,09
Portafoglio ETFs X40,853,148,998,99
Portfolio ETFs Inflation-Hedge1,792,249,429,42
Portfolio ETFs Inflation-Hedge  (USD) EUR1,734,1312,8212,82
PT ETF UK Balanced0,622,397,487,48
ETFs Strategic High Risk3,344,8028,0428,04
Funds
PT 1AC – Action0,500,137,127,12
PT 1CO – Conservativo0,050,011,741,74
PT 1CR – Crescita0,520,204,584,58
PT 1WM – World Market1,422,2411,8911,89
PT 1AR – Abs Return-0,23-0,392,152,15
PT 1ARHR – Abs Ret High Risk0,250,546,456,45
PT 1FQ – Fondi Quotati1,922,9212,9012,90
BG Vita R4-0,63-0,445,465,46
ESG Sustainable Growth0,822,609,439,43
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 MarketPerf 1M %Perf 3M %Perf YTD %Perf 1Y %
Equities
S&P5004,3610,6526,8926,89
Nasdaq Comp0,698,2821,3921,39
Euro Stoxx 505,796,1820,9920,99
Dax5,204,0915,7915,79
Ftse 1004,614,2114,3014,30
Ftse Mib5,946,4723,0023,00
Nikkei 2253,49-2,244,914,91
Shangai Comp2,132,014,804,80
Commodities
Gold2,943,96-4,28-4,28
WTI Crude Oil13,962,8462,2562,25
Commodity Index7,591,5140,3540,35
Bonds
US Gov Long Term-1,423,08-4,65-4,65
US Gov Short Term-0,21-0,58-0,60-0,60
US Corporate-0,080,23-1,04-1,04
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-USD0,52-1,74-6,99-6,99
GBP-USD2,020,53-0,87-0,87
EUR-GBP-1,34-2,12-6,05-6,05
EUR-CHF-0,33-4,01-4,12-4,12
BTC-USD-18,129,4962,6562,65

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