BigFi apporta una variazione dell’asset allocation sul portafoglio modello EverGreen:
– Vendendo il 100% di iShares STOXX Europe 600 UCITS ETF, (ISIN: DE0002635307), al prezzo di mercato.
– Incrementando del 25%, equivalente all’1% del totale di portafoglio, iShares MSCI EM UCITS ETF (Dist), (ISIN: IE00B0M63177), al prezzo di mercato.
– Incrementando del 15%, equivalente al 3% del totale di portafoglio, WisdomTree Physical Gold, (ISIN: JE00B1VS3770), al prezzo di mercato.
Inoltre, BigFi apporta la prima variazione dell’asset allocation sul portafoglio modello Pure Alpha:
– Acquistando (percentuale riferita al totale del portafoglio stesso):
Il 9%, Boston Scientific, (ISIN: US1011371077). NYSE
Il 9%, Costco Wholesale, (ISIN: US22160K1051). NASDAQ
Il 9%, Amazon (ISIN: US0231351067). NASDAQ
Il 9%, American Express (ISIN: US0258161092). NYSE
Il 9%, Industrial Johnson Controls International PLC (ISIN: IE00BY7QL619). NYSE
il 9%, Suncor Energy (ISIN: CA8672241079). NYSE
Il 9%, Alphabet Inc Class A (ISIN: US02079K3059). NASDAQ
Il 9%, Welltower (ISIN: US95040Q1040). NYSE
Il 9%, Nvidia (ISIN: US67066G1040). NASDAQ
Il 9%, iShares Russell Top 200 Growth ETF (ISIN: US4642894384)
Il 9%, Southern Copper (ISIN: US84265V1052). NYSE
Gli acquisti sono da intendersi tutti eseguiti al prezzo di mercato.
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BigFi makes a change in asset allocation to the EverGreen model portfolio:
– By selling 100% of the iShares STOXX Europe 600 UCITS ETF, (ISIN: DE0002635307), at the market price.
– Increasing the iShares MSCI EM UCITS ETF (Dist), (ISIN: IE00B0M63177), to the market price by 25%, equivalent to 1% of the total portfolio.
– Increasing WisdomTree Physical Gold, (ISIN: JE00B1VS3770), to the market price by 15%, equivalent to 3% of the total portfolio.
Additionally, BigFi makes the first asset allocation change to the Pure Alpha model portfolio:
– By purchasing (percentage referring to the total of the portfolio itself):
9%, Boston Scientific, (ISIN: US1011371077). NYSE
9%, Costco Wholesale, (ISIN: US22160K1051). NASDAQ
9%, Amazon (ISIN: US0231351067). NASDAQ
9%, American Express (ISIN: US0258161092). NYSE
9%, Industrial Johnson Controls International PLC (ISIN: IE00BY7QL619) . NYSE
9%, Suncor Energy (ISIN: CA8672241079). NYSE
9%, Alphabet Inc Class A (ISIN: US02079K3059). NASDAQ
9%, Welltower (ISIN: US95040Q1040). NYSE
9%, Nvidia (ISIN: US67066G1040). NASDAQ
9%, iShares Russell Top 200 Growth ETF (ISIN: US4642894384)
9%, Southern Copper (ISIN: US84265V1052). NYSE
Purchases are to be understood as all made at the market price.
Orders GTC