| ETFs & Funds Portfolios | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
|---|---|---|---|---|
| ETFs | ||||
| PT ETF1G – GROWTH | 2,43 | 3,82 | 8,43 | 20,37 |
| PT ETF1I – INCOME | 1,03 | 1,69 | 2,91 | 5,23 |
| PT ETF1B – BALANCED | 1,57 | 3,47 | 6,03 | 14,57 |
| PT ETF1R – REDDITO | 0,51 | 0,00 | 3,21 | 6,82 |
| Portafoglio ETFs X4 | 1,62 | 2,90 | 4,46 | 12,26 |
| Portfolio ETFs Inflation-Hedge | -0,44 | 4,74 | 5,32 | 12,12 |
| Portfolio ETFs Inflation-Hedge (USD) EUR | 2,73 | 3,41 | 6,71 | 9,37 |
| PT ETF UK Balanced | 1,99 | 3,46 | 2,95 | 7,66 |
| ETFs Strategic High Risk | 3,03 | 4,72 | 18,99 | 42,64 |
| Funds | ||||
| PT 1AC – Action | 0,73 | 2,66 | 7,85 | 23,28 |
| PT 1CO – Conservativo | -0,08 | 1,22 | 1,65 | 6,59 |
| PT 1CR – Crescita | 0,02 | 1,56 | 4,13 | 12,69 |
| PT 1WM – World Market | 1,83 | 3,79 | 10,45 | 29,01 |
| PT 1AR – Abs Return | 0,06 | 1,21 | 2,44 | 7,42 |
| PT 1ARHR – Abs Ret High Risk | 0,44 | 2,16 | 5,46 | 17,50 |
| PT 1FQ – Fondi Quotati | 1,42 | 4,63 | 8,45 | 15,98 |
| BG Vita R4 | 2,76 | 4,63 | 5,35 | 16,24 |
| ESG Sustainable Growth | 2,51 | 4,99 | 7,12 | 21,99 |
| Commentary |
|---|
| USA markets were positive in June, whereas European ones mostly flat to lightly negative. ECB said copious budget spending is finally generating a sustainable rise in inflation, but more flexible fiscal rules will be needed for years as monetary policy remains constrained. Instead of reverting to old budget rules that could overburden the ECB after the pandemic, there’s a need for an overhaul of the Stability and Growth Pact to give governments more flexibility to spend outside of crises. Among ETF portfolios, ETF UK Balanced has been one of the the best, compared to a flat FTSE 100 performance. On the Fund portfolios, ESG Sustainable one has kept performing very well in June as well. |
| Global Market | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
|---|---|---|---|---|
| Equities | ||||
| S&P500 | 2,22 | 8,56 | 14,41 | 38,62 |
| Nasdaq Comp | 5,49 | 11,18 | 12,54 | 44,19 |
| Euro Stoxx 50 | -0,15 | 3,52 | 14,40 | 25,67 |
| Dax | 0,07 | 3,48 | 13,21 | 26,16 |
| Ftse 100 | 0,21 | 3,92 | 8,93 | 14,06 |
| Ftse Mib | -0,27 | 1,89 | 12,90 | 29,56 |
| Nikkei 225 | -1,23 | -2,18 | 4,91 | 29,18 |
| Shangai Comp | -0,27 | 3,89 | 3,40 | 20,32 |
| Commodities | ||||
| Gold | -7,01 | 4,96 | -6,96 | -3,93 |
| WTI Crude Oil | 11,12 | 21,59 | 52,15 | 80,71 |
| Commodity Index | 4,29 | 15,34 | 31,40 | 57,37 |
| Bonds | ||||
| US Gov Long Term | 3,57 | 6,08 | -7,92 | -10,58 |
| US Gov Short Term | -0,17 | -0,06 | -0,09 | 0,05 |
| US Corporate | 1,63 | 3,70 | -1,27 | 3,30 |
| EU Gov Long Term | 1,14 | -1,05 | -6,74 | -0,99 |
| EU Gov Short Term | -0,01 | -0,13 | -0,38 | -0,22 |
| EU Corporate | 0,42 | 0,44 | -0,39 | 3,61 |
| Currencies | ||||
| EUR-USD | -2,81 | 1,12 | -3,08 | 5,39 |
| GBP-USD | -2,73 | 0,59 | 1,09 | 11,48 |
| EUR-GBP | -0,09 | 0,51 | -4,13 | -5,47 |
| EUR-CHF | -0,05 | -0,70 | 1,34 | 2,98 |
| BTC-USD | -4,79 | -41,87 | 18,10 | 273,18 |
