Portfolio Tracker

Il Portfolio Tracker è un nuovo motore interattivo con il quale potrai costruire e simulare il tuo portafoglio scegliendo tra:

  • i Portafogli Modello classici, hai a tua disposizione 22 opzioni: 10 portafogli attivi e 12 portafogli passivi
  • il Market Alert Classico e Master
  • Smart PAC
  • Global Combo

Guarda il video di spiegazione sull’utilizzo del Portfolio Tracker e inizia a lavorare su una selezione di strategie.

ATTENZIONE: la visualizzazione del Portfolio Tracker NON è ottimizzabile per la consultazione da smartphone e tablet orientato verticalmente data la complessità dei dati. Ti suggeriamo la visualizzazione da PC o tablet in versione landscape (orizzontale).

STRUMENTI PERC. %
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PERFORMANCE MENSILI

YearJanFebMarAprMayJunJulAugSepOctNovDicYtd
20070.80%1.23%0.25%1.47%0.26%0.04%0.61%1.03%1.57%1.81%0.17%1.20%10.93%
20081.05%0.65%-1.62%-0.05%-0.06%-1.34%1.44%0.59%0.65%-2.40%2.69%1.23%2.73%
20091.02%0.04%0.41%2.40%0.57%-0.14%2.90%1.12%1.21%0.42%3.16%-0.35%13.43%
20100.31%1.76%1.71%1.30%2.00%0.39%-0.17%2.81%-0.48%1.06%-0.22%-0.40%10.47%
2011-0.48%1.36%-1.22%2.31%1.06%-0.64%-1.04%2.59%-3.17%1.02%-2.22%0.12%-0.47%
20126.96%3.56%-0.81%-0.69%-0.79%0.06%1.87%1.76%2.86%0.72%2.20%-0.02%18.88%
20130.57%-0.65%0.55%1.87%-0.40%-4.42%2.56%0.79%-0.14%2.75%0.49%-1.00%2.81%
20142.38%2.43%0.13%1.27%1.16%1.38%0.20%2.01%-0.17%-0.29%2.99%1.49%15.97%
20155.06%1.51%1.21%-1.90%-0.58%-2.65%2.17%-1.56%0.21%3.58%0.82%-2.03%5.66%
20160.85%1.58%0.34%0.04%0.46%1.60%1.57%-0.09%0.02%-0.99%-1.34%1.39%5.50%
2017-0.54%1.73%0.07%0.42%0.11%-1.25%-0.30%0.78%0.46%1.00%-0.33%-0.39%1.72%
2018-0.21%-0.75%0.37%0.60%-0.59%-0.52%0.04%-1.11%-0.26%-0.30%0.15%0.18%-2.38%
20191.93%0.30%0.79%0.95%0.00%       4.04%
M Avg1.51%1.14%0.17%0.77%0.25%-0.63%0.99%0.89%0.23%0.70%0.71%0.11% 
Q Avg2.34%2.76%2.82%2.07%1.18%0.39%0.61%1.25%2.11%1.82%1.64%1.52% 
 1.51%2.65%2.82%3.59%3.83%3.21%4.20%5.09%5.32%6.02%6.73%6.84% 

Attenzione! In modalità demo i dati storici vengono analizzati fino al 05/2019
Performance statisticPortfolioRisk statisticsPortfolio
Last month0.95%Annualized standard deviation5.08%
Absolute Performance132.03%Efficency Ratio1.38
Current Year Performance4.04%Worst Month-4.42% (6/2013)
Annualized Performance7.01%Best Month6.96% (1/2012)
Max Drawdown (12m)-3.39% (10/2018)Positive Months101
Last 12m Performance2.15%Negative Months48
Last 36m Performance5.51%