đ Nota operativa â Rotazione âfinancial infraâ
Oggi ho ridotto $VGWD.DE (Vanguard FTSE All World High Dividend Yield UCITS ETF) e ho aperto $LSEG.L (London Stock Exchange) per ~1,5% del portafoglio. Ho lasciato ~0,8% in cash per gestione tattica.
PerchĂŠ questo switch?
⢠Meno âdividend broadâ, piĂš qualitĂ : LSEG è financial infrastructure (Refinitiv, FTSE Russell) con ricavi ricorrenti e margini elevati.
⢠Diversificazione dal tech senza aumentare il rischio: HB invariato (resta <30%).
⢠Bande e guardrail intatti: restiamo dentro i range di blocco, REIT â¤6%, singolo titolo â¤10%.
Prossimi step :
⢠chiusura posizione su VGWD.DE: completare la rotazione (portare LSEG ~3,0% e rafforzare VWCG) nelle prossime sedute.
⢠Se Crypto (2BTC.DE) a fine Xetra resta <2,5%, userò il cash per un unico top-up cosÏ torniamo in banda.... Show More Translate
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Sat Dec 13 2025 09:16:41 GMT+0000 (Coordinated Universal Time)
