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 |
|---|---|---|---|---|
| Hims & Hers Health Inc. | 3.300% | -2.580% | 135.846% | 59.050% |
| Alphabet Inc. A | 2.800% | -0.460% | 27.514% | 63.954% |
| Fashionette AG | 2.700% | 0.400% | - | - |
| Robinhood Markets Inc. | 2.600% | -2.580% | 71.925% | - |
| Interactive Brokers Group Inc. | 2.600% | 1.690% | 52.327% | 104.189% |
| Groupon Inc. | 2.600% | 0.300% | - | - |
| Meta Platforms Inc. | 2.600% | 0.560% | 40.582% | 65.302% |
| Amazon.com Inc. | 2.500% | 0.460% | 23.121% | 30.147% |
| Nu Holdings Ltd. | 2.500% | -0.950% | 46.697% | - |
| Microsoft Corp. | 2.500% | 0.680% | 15.488% | 88.569% |
| Cargurus Inc. | 2.400% | 1.800% | 2.727% | 5.607% |
| Myt Netherlands Parent B.v. | 2.400% | 3.770% | 89.597% | -78.352% |
| Crocs Inc. | 2.300% | 1.390% | 58.394% | 58.192% |
| BYD Co. Ltd | 2.300% | -1.040% | 7.025% | 31.589% |
| Victoria S Secret & Co. | 2.200% | -3.340% | - | - |
| Hugo Boss AG NA | 2.200% | -0.470% | -30.255% | 0.320% |
| Nintendo Co. Ltd | 2.200% | 0.120% | 10.514% | 0.621% |
| Sea Ltd. | 2.100% | 1.510% | 83.858% | -68.152% |
| Spotify Technology SA | 2.100% | -2.790% | 66.676% | 43.320% |
| Alibaba Group Holding Ltd ADR | 2.100% | -1.090% | 4.155% | -59.134% |
| Grab Holdings Limited | 2.000% | -0.440% | 12.687% | - |
| HelloFresh SE | 2.000% | 2.460% | -59.343% | -92.944% |
| ALLEGRO.EU ZY -,01 | 2.000% | - | - | - |
| Unilever plc | 2.000% | 0.230% | 17.365% | 3.421% |
| Liquidity Services | 2.000% | 1.140% | 17.219% | -12.376% |
| Paypal Holdings Inc | 2.000% | 1.190% | 9.029% | -70.842% |
| Kaspi.kz Jsc | 1.900% | 0.860% | - | - |
| Burberry Group | 1.900% | 0.810% | -25.243% | -51.934% |
| Prosus N.V. | 1.900% | -1.230% | 25.028% | -60.589% |
| Ermenegildo Zegna N.v. | 1.900% | 0.180% | 8.571% | - |
| PVH Corp. | 1.900% | 0.450% | 0.045% | 22.383% |
| Apple Inc. | 1.900% | 2.020% | 3.958% | 76.506% |
| Visa Inc. A | 1.900% | 1.490% | 9.508% | 35.976% |
| Baidu Inc. A ADR | 1.800% | -0.890% | -17.164% | -42.710% |
| Sofi Technologies Inc. | 1.800% | -0.780% | - | - |
| Dropbox Inc | 1.700% | 0.150% | -25.938% | -17.029% |
| Match Group Inc. | 1.700% | -0.880% | -10.671% | -74.809% |
| Lululemon Athletica Inc. | 1.700% | 0.440% | -35.923% | 8.235% |
| Rakuten Inc. | 1.700% | 1.700% | 25.510% | -47.820% |
| Westwing Group AG | 1.600% | -1.440% | -5.011% | -83.759% |
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% |