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.
EUR256,432
Assets under Management
| Security | Anteil | Vortag | YTD ▼ | 3y |
|---|---|---|---|---|
| Hims & Hers Health Inc. | 3.300% | -2.580% | 135.846% | 59.050% |
| Myt Netherlands Parent B.v. | 2.400% | 3.770% | 89.597% | -78.352% |
| Sea Ltd. | 2.100% | 1.510% | 83.858% | -68.152% |
| Robinhood Markets Inc. | 2.600% | -2.580% | 71.925% | - |
| Spotify Technology SA | 2.100% | -2.790% | 66.676% | 43.320% |
| Crocs Inc. | 2.300% | 1.390% | 58.394% | 58.192% |
| Interactive Brokers Group Inc. | 2.600% | 1.690% | 52.327% | 104.189% |
| Nu Holdings Ltd. | 2.500% | -0.950% | 46.697% | - |
| Meta Platforms Inc. | 2.600% | 0.560% | 40.582% | 65.302% |
| Netflix Inc. | 0.700% | -0.150% | 34.207% | 46.450% |
| Alphabet Inc. A | 2.800% | -0.460% | 27.514% | 63.954% |
| Rakuten Inc. | 1.700% | 1.700% | 25.510% | -47.820% |
| Prosus N.V. | 1.900% | -1.230% | 25.028% | -60.589% |
| Amazon.com Inc. | 2.500% | 0.460% | 23.121% | 30.147% |
| Unilever plc | 2.000% | 0.230% | 17.365% | 3.421% |
| Liquidity Services | 2.000% | 1.140% | 17.219% | -12.376% |
| Microsoft Corp. | 2.500% | 0.680% | 15.488% | 88.569% |
| Gruppo Mutuionline S.p.A. | 1.500% | -0.700% | 15.260% | -10.127% |
| Grab Holdings Limited | 2.000% | -0.440% | 12.687% | - |
| Nintendo Co. Ltd | 2.200% | 0.120% | 10.514% | 0.621% |
| Booking Holdings Inc. | 1.000% | -0.230% | 10.303% | 87.477% |
| Visa Inc. A | 1.900% | 1.490% | 9.508% | 35.976% |
| Paypal Holdings Inc | 2.000% | 1.190% | 9.029% | -70.842% |
| Ermenegildo Zegna N.v. | 1.900% | 0.180% | 8.571% | - |
| BYD Co. Ltd | 2.300% | -1.040% | 7.025% | 31.589% |
| Alibaba Group Holding Ltd ADR | 2.100% | -1.090% | 4.155% | -59.134% |
| Apple Inc. | 1.900% | 2.020% | 3.958% | 76.506% |
| LVMH Moët Hennessy Louis Vuitton S.A. | 1.500% | -0.030% | 3.570% | 16.099% |
| Mercadolibre Inc | 0.400% | -0.160% | 3.448% | 36.401% |
| Cargurus Inc. | 2.400% | 1.800% | 2.727% | 5.607% |
| PVH Corp. | 1.900% | 0.450% | 0.045% | 22.383% |
| LendingClub Corp. | 0.800% | 1.880% | -4.342% | -42.091% |
| Diageo plc | 1.600% | -1.620% | -4.879% | -21.386% |
| Westwing Group AG | 1.600% | -1.440% | -5.011% | -83.759% |
| Match Group Inc. | 1.700% | -0.880% | -10.671% | -74.809% |
| Sixt SE VZO | 1.500% | 0.340% | -11.441% | -18.912% |
| Zoom Video Communications Inc | 1.500% | 0.660% | -12.007% | -79.299% |
| Baidu Inc. A ADR | 1.800% | -0.890% | -17.164% | -42.710% |
| Burberry Group | 1.900% | 0.810% | -25.243% | -51.934% |
| Dropbox Inc | 1.700% | 0.150% | -25.938% | -17.029% |
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% |