ETFs & Funds Portfolios | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
ETFs | ||||
PT ETF1G – GROWTH | 2,57 | 3,64 | 13,91 | 22,20 |
PT ETF1I – INCOME | 1,00 | 0,65 | 4,77 | 7,08 |
PT ETF1B – BALANCED | 1,95 | 1,81 | 9,21 | 15,62 |
PT ETF1R – REDDITO | 0,02 | 0,54 | 4,30 | 9,66 |
Portafoglio ETFs X4 | 1,48 | 1,55 | 7,10 | 11,30 |
Portfolio ETFs Inflation-Hedge | 1,52 | 0,20 | 8,40 | 15,94 |
Portfolio ETFs Inflation-Hedge (USD) EUR | 3,11 | 3,54 | 11,24 | 13,04 |
PT ETF UK Balanced | -0,11 | 1,66 | 5,23 | 9,53 |
ETFs Strategic High Risk | 3,76 | 6,27 | 26,68 | 46,48 |
Funds | ||||
PT 1AC – Action | 1,86 | 1,57 | 8,55 | 19,05 |
PT 1CO – Conservativo | 0,16 | -0,29 | 1,92 | 4,95 |
PT 1CR – Crescita | 0,63 | 0,42 | 4,87 | 10,77 |
PT 1WM – World Market | 2,69 | 1,85 | 11,92 | 23,12 |
PT 1AR – Abs Return | 0,54 | 0,28 | 3,07 | 7,02 |
PT 1ARHR – Abs Ret High Risk | 2,03 | 1,89 | 7,83 | 17,71 |
PT 1FQ – Fondi Quotati | 1,66 | 2,15 | 11,67 | 18,09 |
BG Vita R4 | 1,31 | 1,37 | 7,32 | 14,61 |
ESG Sustainable Growth | 2,51 | 1,39 | 9,48 | 17,85 |
Commentary |
Central Banks and their actions have been the focus of the month of October. While the Federal Reserve has officially started tapering but pointing out a moderate approach, the ECB has reiterated its dovish stance with Lagarde pointing out that rate hikes would be unlikely in the near future. Energy prices slowed their rally with the second half of the month that remained mostly unchanged together with metals and agricultural contracts as a consequence of the rise of the dollar index. Stock markets, on the other hand, have continued their rally thanks for the softer-than-anticipated stance of Central Banks and are set to move into November on a positive note. |
Global Market | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
Equities | ||||
S&P500 | 6,91 | 4,78 | 22,61 | 40,84 |
Nasdaq Comp | 7,27 | 5,63 | 20,25 | 42,04 |
Euro Stoxx 50 | 5,00 | 3,94 | 19,65 | 43,69 |
Dax | 2,81 | 0,93 | 14,36 | 35,76 |
Ftse 100 | 2,13 | 2,92 | 12,03 | 29,77 |
Ftse Mib | 4,64 | 5,97 | 20,88 | 49,78 |
Nikkei 225 | -1,90 | 5,90 | 5,28 | 25,75 |
Shangai Comp | -0,58 | 4,41 | 2,14 | 10,01 |
Commodities | ||||
Gold | 1,53 | -1,82 | -6,51 | -6,08 |
WTI Crude Oil | 12,19 | 14,58 | 76,99 | 137,14 |
Commodity Index | 5,80 | 9,60 | 46,28 | 73,68 |
Bonds | ||||
US Gov Long Term | 1,86 | -1,27 | -5,77 | -5,76 |
US Gov Short Term | -0,32 | -0,43 | -0,35 | -0,26 |
US Corporate | 0,25 | -1,11 | -1,02 | 2,18 |
EU Gov Long Term | -0,08 | -3,65 | -6,64 | -6,12 |
EU Gov Short Term | -0,29 | -0,49 | -0,75 | -0,82 |
EU Corporate | -0,74 | -1,78 | -1,05 | 0,13 |
Currencies | ||||
EUR-USD | -0,11 | -2,63 | -5,46 | -0,76 |
GBP-USD | 1,64 | -1,60 | 0,23 | 5,72 |
EUR-GBP | -1,74 | -1,07 | -5,69 | -6,14 |
EUR-CHF | -2,08 | -1,52 | -2,19 | -0,89 |
BTC-USD | 41,32 | 55,83 | 109,92 | 344,87 |