Checklist · 2026-07
Market data as of 2026-07-04T15:06:26.558Z · contribution 500.00 EUR · passed rules
Review each order and apply only what you agree with, manually, at your broker.
Orders
| Buy | Shares | Est. price (EUR) | Est. cost (EUR) | Reason |
|---|
| Microsoft (MSFT) | 1 | 341.10 | 341.10 | Underweight by 636.2 EUR versus the 30% target |
Leftover cash to carry: 158.90 EUR
Portfolio weights
| Symbol | Target | Before | After | Drift after |
|---|
| AAPL | 30% | 26.79% | 24.37% | -5.63% |
| MSFT | 30% | 20.34% | 24.67% | -5.33% |
| ASML.AS | 20% | 32.48% | 29.55% | +9.55% |
| ENEL.MI | 20% | 20.39% | 18.55% | -1.45% |
Context (informational, not used by the allocation)
| Symbol | 6m return | 12m return | Below 52w high | Above 200d SMA |
|---|
| AAPL | 13.0% | 44.5% | 2.1% | yes |
| MSFT | -19.9% | -21.7% | 28.0% | no |
| ASML.AS | 55.2% | 141.4% | 5.1% | yes |
| ENEL.MI | 13.2% | 25.7% | 0.0% | yes |