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.
EUR148,322
Assets under Management
| Security ▼ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Wise Plc | 2.100% | 2.680% | -20.850% | 33.705% |
| Westwing Group AG | 2.000% | 2.160% | 57.609% | 24.731% |
| Unilever Plc | 1.700% | 0.450% | - | - |
| Tesla Inc | 0.200% | 2.980% | -3.491% | 166.306% |
| TeamViewer AG | 2.100% | 0.090% | -40.061% | -55.262% |
| Spotify Technology SA | 0.200% | -3.060% | 17.775% | 585.976% |
| Sofi Technologies Inc. | 0.100% | -3.230% | - | - |
| Sixt SE VZO | 1.900% | -0.390% | -10.140% | -7.885% |
| Allterco Jsco | 3.200% | - | - | - |
| Robinhood Markets Inc. | 0.100% | -2.430% | 180.883% | 1097.882% |
| Rightmove plc | 2.000% | -0.810% | -21.656% | -4.651% |
| Rakuten Inc. | 1.700% | 3.850% | -2.968% | 14.122% |
| Prosus N.V. | 2.400% | -1.330% | 38.914% | -19.520% |
| Prada SpA | 2.300% | 1.410% | -36.552% | -8.766% |
| Pinduoduo Inc. | 2.200% | -0.420% | 2.802% | 13.167% |
| Paypal Holdings Inc | 2.000% | -0.590% | -36.235% | -22.773% |
| Opera Ltd. | 1.600% | -2.960% | -32.333% | 117.500% |
| Nu Holdings Ltd. | 2.300% | -0.930% | 46.498% | 302.011% |
| Novo-nordisk As | 1.900% | -1.520% | -48.804% | - |
| Netflix Inc. | 0.200% | -1.430% | -5.665% | 172.434% |
| Nestlé S.A.. | 1.900% | 0.910% | - | - |
| Microsoft Corp. | 0.500% | -1.100% | -0.294% | 69.199% |
| Meta Platforms Inc. | 2.500% | -0.690% | -3.346% | 382.083% |
| Mercadolibre Inc | 0.400% | -1.630% | 4.542% | 111.427% |
| LVMH Moët Hennessy Louis Vuitton S.A. | 2.000% | 0.220% | -1.327% | -13.536% |
| Lululemon Athletica Inc. | 2.400% | -2.630% | -52.199% | -44.026% |
| Liquidity Services | 0.200% | 0.760% | -13.725% | 114.634% |
| Kaspi.kz Jsc | 2.100% | -0.310% | - | - |
| Inter & Co. Inc. | 3.300% | -0.700% | - | - |
| Interactive Brokers Group Inc. | 0.400% | -0.150% | -67.885% | -18.100% |
| Hims & Hers Health Inc. | 0.100% | -3.720% | 26.496% | 370.326% |
| HelloFresh SE | 1.800% | 0.110% | -51.664% | -75.612% |
| Gruppo Mutuionline S.p.A. | 1.300% | -0.710% | -0.283% | 43.995% |
| Groupon Inc. | 0.900% | -0.800% | - | - |
| Greggs plc | 2.000% | 0.530% | - | - |
| Dropbox Inc | 1.800% | 0.830% | -16.534% | 8.645% |
| Crocs Inc. | 1.600% | -0.760% | -27.136% | -15.503% |
| Cash | 21.000% | - | - | - |
| Cargurus Inc. | 1.900% | 2.520% | -9.659% | 140.763% |
| BYD Co. Ltd | 2.000% | -1.220% | -3.746% | 28.467% |
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) | -0.003% | -1.004% | -1.515% | 4.415% | 6.589% | 65.101% | 34.386% |
| iShares Nasdaq 100 | -0.470% | -2.686% | -0.146% | 3.810% | 5.826% | 97.467% | 113.116% |
| iShares Core DAX® | -0.150% | 0.734% | 1.458% | 17.980% | 21.029% | 65.292% | 78.197% |
| iShares S&P 500 | -0.310% | -1.346% | 0.467% | 1.970% | 3.704% | 61.093% | 105.680% |
| iShares Nikkei 225® | 0.470% | -2.261% | -2.729% | 11.679% | 12.919% | 39.755% | 29.610% |