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.
EUR256,373
Assets under Management
| Security | Anteil | Vortag | YTD | 3y ▼ |
|---|---|---|---|---|
| Interactive Brokers Group Inc. | 2.600% | 1.690% | 52.327% | 104.189% |
| Microsoft Corp. | 2.500% | 0.680% | 15.488% | 88.569% |
| Booking Holdings Inc. | 1.000% | -0.230% | 10.303% | 87.477% |
| Apple Inc. | 1.900% | 2.020% | 3.958% | 76.506% |
| Meta Platforms Inc. | 2.600% | 0.560% | 40.582% | 65.302% |
| Alphabet Inc. A | 2.800% | -0.460% | 27.514% | 63.954% |
| Hims & Hers Health Inc. | 3.300% | -2.580% | 135.846% | 59.050% |
| Crocs Inc. | 2.300% | 1.390% | 58.394% | 58.192% |
| Netflix Inc. | 0.700% | -0.150% | 34.207% | 46.450% |
| Spotify Technology SA | 2.100% | -2.790% | 66.676% | 43.320% |
| Mercadolibre Inc | 0.400% | -0.160% | 3.448% | 36.401% |
| Visa Inc. A | 1.900% | 1.490% | 9.508% | 35.976% |
| BYD Co. Ltd | 2.300% | -1.040% | 7.025% | 31.589% |
| Amazon.com Inc. | 2.500% | 0.460% | 23.121% | 30.147% |
| PVH Corp. | 1.900% | 0.450% | 0.045% | 22.383% |
| LVMH Moët Hennessy Louis Vuitton S.A. | 1.500% | -0.030% | 3.570% | 16.099% |
| Lululemon Athletica Inc. | 1.700% | 0.440% | -35.923% | 8.235% |
| Cargurus Inc. | 2.400% | 1.800% | 2.727% | 5.607% |
| Unilever plc | 2.000% | 0.230% | 17.365% | 3.421% |
| Nintendo Co. Ltd | 2.200% | 0.120% | 10.514% | 0.621% |
| Hugo Boss AG NA | 2.200% | -0.470% | -30.255% | 0.320% |
| Tesla Inc | 0.900% | 0.580% | -28.705% | -0.665% |
| Gruppo Mutuionline S.p.A. | 1.500% | -0.700% | 15.260% | -10.127% |
| Liquidity Services | 2.000% | 1.140% | 17.219% | -12.376% |
| Dropbox Inc | 1.700% | 0.150% | -25.938% | -17.029% |
| Sixt SE VZO | 1.500% | 0.340% | -11.441% | -18.912% |
| Diageo plc | 1.600% | -1.620% | -4.879% | -21.386% |
| LendingClub Corp. | 0.800% | 1.880% | -4.342% | -42.091% |
| Baidu Inc. A ADR | 1.800% | -0.890% | -17.164% | -42.710% |
| Rakuten Inc. | 1.700% | 1.700% | 25.510% | -47.820% |
| Burberry Group | 1.900% | 0.810% | -25.243% | -51.934% |
| Alibaba Group Holding Ltd ADR | 2.100% | -1.090% | 4.155% | -59.134% |
| Prosus N.V. | 1.900% | -1.230% | 25.028% | -60.589% |
| Sea Ltd. | 2.100% | 1.510% | 83.858% | -68.152% |
| Paypal Holdings Inc | 2.000% | 1.190% | 9.029% | -70.842% |
| Match Group Inc. | 1.700% | -0.880% | -10.671% | -74.809% |
| Myt Netherlands Parent B.v. | 2.400% | 3.770% | 89.597% | -78.352% |
| Zoom Video Communications Inc | 1.500% | 0.660% | -12.007% | -79.299% |
| Westwing Group AG | 1.600% | -1.440% | -5.011% | -83.759% |
| HelloFresh SE | 2.000% | 2.460% | -59.343% | -92.944% |
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% | 1.344% | 4.740% | 21.826% | 12.864% | -6.784% | 54.446% |
| iShares S&P 500 | 0.810% | 1.732% | 2.807% | 25.596% | 14.931% | 48.530% | 108.852% |
| iShares Core DAX® | -0.530% | -0.258% | 0.299% | 15.648% | 10.155% | 15.944% | 49.642% |
| iShares Nasdaq 100 | 0.840% | 2.964% | 4.660% | 32.001% | 15.243% | 57.194% | 173.532% |
| iShares Nikkei 225® | -0.040% | 1.217% | -2.160% | 6.668% | 6.942% | 4.285% | 33.913% |