Einzelwerte im It´s the brand stupid!
It´s the brand stupid!
Dieses Wikifolio möchte dem Credo von Warren Buffet folgen und starke Marken zu guten Preisen kaufen, denn die Marke ist meiner Erfahrung nach oft einer der Hauptgründe, dass eine Überrendite erwirtschaftet werden kann.
Das Wikifolio soll also sehr diversifiziert in Firmen und ETF´s mit hohem Markenwert investieren. Dabei soll auch die Entwicklung von Markenindexen und das Suchvolumen der Marke berücksichtigt werden. Firmen mit Marken, die stark an Popularität zulegen, sollen dabei übergewichtet werden, während bekannte Marken, die aber an Markenkraft abnehmen, untergewichtet werden sollen.
Durch die gewünschte Übergewichtung von stark wachsenden Marken, soll das Wikifolio "It´s the brand stupid" auch in kleinere Firmen investieren.
EUR255,273
Assets under Management
| Security ▲ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Alibaba Group Holding Ltd ADR | 2.400% | 1.880% | 14.327% | -53.766% |
| ALLEGRO.EU ZY -,01 | 2.100% | - | - | - |
| Alphabet Inc. A | 2.800% | 0.950% | 26.519% | 70.914% |
| Amazon.com Inc. | 2.500% | 0.310% | 21.852% | 27.205% |
| Apple Inc. | 1.900% | -0.060% | -0.308% | 66.489% |
| Baidu Inc. A ADR | 2.100% | -1.740% | -3.358% | -32.464% |
| Booking Holdings Inc. | 1.000% | -1.340% | 7.337% | 82.970% |
| Burberry Group | 2.000% | -2.470% | -18.925% | -46.190% |
| BYD Co. Ltd | 2.300% | -0.040% | 5.982% | 69.448% |
| Cargurus Inc. | 2.200% | 0.890% | 3.636% | -3.390% |
| Cash | 2.500% | - | - | - |
| Crocs Inc. | 2.300% | -0.280% | 52.135% | 55.741% |
| Diageo plc | 1.700% | 0.600% | -1.208% | -16.143% |
| Dropbox Inc | 1.900% | 0.000% | -17.647% | 5.502% |
| Ermenegildo Zegna N.v. | 2.000% | 1.440% | 9.619% | - |
| Groupon Inc. | 3.100% | 2.720% | - | - |
| Gruppo Mutuionline S.p.A. | 1.600% | - | 18.506% | -15.313% |
| HelloFresh SE | 1.800% | 0.250% | -60.140% | -91.476% |
| Hims & Hers Health Inc. | 2.300% | 2.860% | 58.272% | 77.404% |
| Hugo Boss AG NA | 1.500% | 0.240% | -25.645% | 19.885% |
| Interactive Brokers Group Inc. | 2.600% | 1.290% | 49.069% | 102.712% |
| Kaspi.kz Jsc | 1.800% | -3.640% | - | - |
| LendingClub Corp. | 0.900% | 1.550% | 6.440% | -14.490% |
| Liquidity Services | 2.100% | - | 17.881% | -16.822% |
| Lululemon Athletica Inc. | 1.800% | -1.280% | -32.245% | 20.170% |
| LVMH Moët Hennessy Louis Vuitton S.A. | 1.600% | -0.230% | 6.135% | 24.032% |
| Match Group Inc. | 1.700% | 0.350% | -13.037% | -75.350% |
| Mercadolibre Inc | 0.500% | -0.520% | 11.727% | 46.844% |
| Meta Platforms Inc. | 2.600% | -0.390% | 34.160% | 67.423% |
| Microsoft Corp. | 2.500% | -0.310% | 13.958% | 89.623% |
| Myt Netherlands Parent B.v. | 2.000% | -0.890% | 51.007% | -80.562% |
| Nerdwallet Inc. | 1.700% | -0.790% | - | - |
| Netflix Inc. | 0.700% | 1.640% | 27.000% | 38.397% |
| Nintendo Co. Ltd | 2.200% | -0.830% | 7.699% | 8.532% |
| Nu Holdings Ltd. | 2.500% | 0.000% | 43.580% | - |
| Paypal Holdings Inc | 1.900% | 0.290% | 3.237% | -70.907% |
| Fashionette AG | 2.100% | 4.990% | - | - |
| Prosus N.V. | 2.100% | -2.340% | 34.662% | -56.839% |
| PVH Corp. | 1.900% | -1.400% | -3.468% | 14.795% |
| Rakuten Inc. | 1.600% | 1.190% | 17.457% | -52.073% |
Performance of It´s the brand stupid! (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| It´s the brand stupid! (WF) | 0.001% | 2.841% | 3.795% | 21.918% | 10.494% | -5.509% | 46.453% |
| iShares S&P 500 | 0.060% | 0.964% | 2.547% | 30.492% | 13.059% | 47.355% | 102.692% |
| iShares Core DAX® | 0.140% | -0.051% | 4.829% | 17.062% | 11.168% | 18.811% | 48.090% |
| iShares Nasdaq 100 | -0.180% | 1.659% | 2.417% | 38.705% | 11.846% | 56.555% | 156.996% |
| iShares Nikkei 225® | 0.220% | 0.658% | -2.173% | 13.159% | 7.340% | 7.768% | 32.106% |