This dashboard tracks a real-money portfolio managed on proprietary capital and indexed to 100 at inception. The objective is long-term capital appreciation and wealth generation through a resilient multi-asset allocation across equity beta and other equity factors, duration, inflation-linked assets, gold, and alternative risk premia.

The portfolio is built around a stable strategic core, with allocation discipline focused on diversification, resilience, and robustness. Tactical adjustments are limited to satellite exposures and modest equity tilts across risk-on and risk-off regimes.

Real-money implementation.
No simulated or backtested data is included.
Absolute capital is not disclosed.

Personal Portfolio

Index Level110.64 Inception: 01/09/2025 Last updated: 06/05/2026

Investment Policy

Objective Maintain a durable strategic allocation designed to compound capital while remaining diversified across market regimes.
Benchmark LifeStrategy 60/40, indexed on the same inception date as the portfolio.
Rebalancing rule New capital is contributed semi-annually to expand the portfolio; these additions may also be used to rebalance allocation drift, while tactical changes are mainly made through satellite exposures.
Risk controls Risk is managed through a Relaxed Risk Parity-aware approach, preserving the core allocation while monitoring volatility, drawdown, concentration, and making selective satellite adjustments when fundamentals warrant it.
Instruments allowed UCITS ETFs and UCITS ETCs only; no simulated positions included in reported performance.

Methodology / Calculation Notes

  • Returns are time-weighted.
  • Portfolio indexed to 100.
  • Benchmark indexed on same inception date.
  • Metrics annualized from daily/monthly data.
  • Sortino uses downside deviation from negative return observations.
  • No simulated data.
  • Beta estimated against MSCI World proxy SWDA.MI.
Portfolio Owner / Managed by Managed by Matteo Buscema on proprietary capital.

Portfolio Index vs Benchmark

Portfolio LifeStrategy 60/40
112 108 104 100 98 01/09/2025 06/05/2026

Drawdown

Portfolio
0% -2% -4% -6% 01/09/2025 06/05/2026

Cumulative Return

+10.59%

Annualized Return

+16.04%

Max Drawdown

-5.09%

Volatility

8.74%

Sharpe

1.84

Sortino

1.97

Benchmark LifeStrategy 60/40

Benchmark context: LifeStrategy 60/40 carries roughly 60% equity exposure; this portfolio currently runs roughly 50%, so performance is assessed against a benchmark with a higher structural equity allocation.

Cumulative Return

+9.78%

Annualized Return

+14.79%

Max Drawdown

-4.90%

Volatility

7.13%

Sharpe

2.07

Sortino

2.22

Market Sensitivity Beta is calculated vs MSCI World proxy SWDA.MI

Beta vs MSCI World

0.64

Asset Allocation
(by Asset Class)

Equity 51.94%
Fixed Income 28.55%
Gold / Commodities 9.78%
Alternative Strategies 9.73%
Cash 0.00%