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 |
|---|---|---|---|---|
| ALLEGRO.EU ZY -,01 | 2.000% | - | - | - |
| Cash | 0.300% | - | - | - |
| Victoria S Secret & Co. | 2.200% | -3.340% | - | - |
| Spotify Technology SA | 2.100% | -2.790% | 66.676% | 43.320% |
| Hims & Hers Health Inc. | 3.300% | -2.580% | 135.846% | 59.050% |
| Robinhood Markets Inc. | 2.600% | -2.580% | 71.925% | - |
| Nerdwallet Inc. | 1.600% | -1.630% | - | - |
| Diageo plc | 1.600% | -1.620% | -4.879% | -21.386% |
| Westwing Group AG | 1.600% | -1.440% | -5.011% | -83.759% |
| Prosus N.V. | 1.900% | -1.230% | 25.028% | -60.589% |
| Alibaba Group Holding Ltd ADR | 2.100% | -1.090% | 4.155% | -59.134% |
| BYD Co. Ltd | 2.300% | -1.040% | 7.025% | 31.589% |
| Nu Holdings Ltd. | 2.500% | -0.950% | 46.697% | - |
| Baidu Inc. A ADR | 1.800% | -0.890% | -17.164% | -42.710% |
| Match Group Inc. | 1.700% | -0.880% | -10.671% | -74.809% |
| Sofi Technologies Inc. | 1.800% | -0.780% | - | - |
| Gruppo Mutuionline S.p.A. | 1.500% | -0.700% | 15.260% | -10.127% |
| Hugo Boss AG NA | 2.200% | -0.470% | -30.255% | 0.320% |
| Alphabet Inc. A | 2.800% | -0.460% | 27.514% | 63.954% |
| Grab Holdings Limited | 2.000% | -0.440% | 12.687% | - |
| Booking Holdings Inc. | 1.000% | -0.230% | 10.303% | 87.477% |
| Mercadolibre Inc | 0.400% | -0.160% | 3.448% | 36.401% |
| Netflix Inc. | 0.700% | -0.150% | 34.207% | 46.450% |
| LVMH Moët Hennessy Louis Vuitton S.A. | 1.500% | -0.030% | 3.570% | 16.099% |
| Nintendo Co. Ltd | 2.200% | 0.120% | 10.514% | 0.621% |
| Dropbox Inc | 1.700% | 0.150% | -25.938% | -17.029% |
| Ermenegildo Zegna N.v. | 1.900% | 0.180% | 8.571% | - |
| Unilever plc | 2.000% | 0.230% | 17.365% | 3.421% |
| Groupon Inc. | 2.600% | 0.300% | - | - |
| Sixt SE VZO | 1.500% | 0.340% | -11.441% | -18.912% |
| Fashionette AG | 2.700% | 0.400% | - | - |
| Lululemon Athletica Inc. | 1.700% | 0.440% | -35.923% | 8.235% |
| PVH Corp. | 1.900% | 0.450% | 0.045% | 22.383% |
| Amazon.com Inc. | 2.500% | 0.460% | 23.121% | 30.147% |
| Meta Platforms Inc. | 2.600% | 0.560% | 40.582% | 65.302% |
| Tesla Inc | 0.900% | 0.580% | -28.705% | -0.665% |
| Zoom Video Communications Inc | 1.500% | 0.660% | -12.007% | -79.299% |
| Microsoft Corp. | 2.500% | 0.680% | 15.488% | 88.569% |
| Burberry Group | 1.900% | 0.810% | -25.243% | -51.934% |
| Kaspi.kz Jsc | 1.900% | 0.860% | - | - |
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% |