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.
EUR147,812
Assets under Management
| Security | Anteil ▼ | Vortag | YTD | 3y |
|---|---|---|---|---|
| Cash | 21.200% | - | - | - |
| Allterco Jsco | 3.200% | 0.360% | - | - |
| Inter & Co. Inc. | 3.100% | 0.000% | - | - |
| Alphabet Inc. A | 3.000% | 1.500% | 38.551% | 196.540% |
| Alibaba Group Holding Ltd ADR | 2.900% | 0.320% | 54.815% | 53.114% |
| Meta Platforms Inc. | 2.600% | 2.330% | -2.606% | 390.685% |
| Lululemon Athletica Inc. | 2.500% | 6.460% | -51.526% | -41.599% |
| Prosus N.V. | 2.400% | 1.520% | 33.394% | -19.601% |
| Prada SpA | 2.300% | 2.620% | -36.924% | -8.030% |
| Amazon.com Inc. | 2.200% | 2.640% | -11.064% | 127.273% |
| Nu Holdings Ltd. | 2.200% | 2.670% | 37.480% | 267.011% |
| Kaspi.kz Jsc | 2.200% | 2.140% | - | - |
| Wise Plc | 2.100% | 1.290% | -20.614% | 47.042% |
| TeamViewer AG | 2.100% | 0.360% | -40.906% | -54.233% |
| Atlassian Corp. | 2.100% | 0.650% | -41.139% | -35.814% |
| Pinduoduo Inc. | 2.100% | 0.890% | -3.448% | 9.135% |
| Greggs plc | 2.100% | 0.000% | - | - |
| LVMH Moët Hennessy Louis Vuitton S.A. | 2.100% | -0.030% | -0.569% | -9.437% |
| ALLEGRO.EU ZY -,01 | 2.000% | - | - | - |
| Rightmove plc | 2.000% | 0.830% | -23.567% | -2.439% |
| Auto Trader Group plc | 2.000% | -3.650% | -29.412% | 10.000% |
| Westwing Group AG | 2.000% | -1.320% | 54.891% | 30.063% |
| Nestlé S.A.. | 2.000% | 1.160% | - | - |
| Paypal Holdings Inc | 1.900% | -1.050% | -37.752% | -21.518% |
| HelloFresh SE | 1.900% | 0.720% | -50.292% | -72.413% |
| BYD Co. Ltd | 1.900% | 0.440% | -6.556% | 24.018% |
| Cargurus Inc. | 1.900% | 0.000% | -7.955% | 152.612% |
| Dropbox Inc | 1.900% | 2.420% | -15.358% | 11.786% |
| Sixt SE VZO | 1.900% | 0.000% | -9.790% | -5.147% |
| Rakuten Inc. | 1.800% | -0.690% | -3.313% | 20.358% |
| Novo-nordisk As | 1.800% | -0.230% | -51.309% | - |
| ANGI INC. O.N. | 1.800% | - | - | - |
| Unilever Plc | 1.700% | 0.520% | - | - |
| Opera Ltd. | 1.600% | 1.170% | -33.778% | 112.857% |
| Crocs Inc. | 1.600% | -0.560% | -27.250% | -14.751% |
| Gruppo Mutuionline S.p.A. | 1.200% | -0.890% | -1.273% | 49.145% |
| Booking Holdings Inc. | 1.100% | 0.900% | -4.691% | 148.770% |
| Groupon Inc. | 1.000% | 2.610% | - | - |
| Microsoft Corp. | 0.500% | 1.850% | -0.758% | 76.085% |
| Interactive Brokers Group Inc. | 0.400% | 2.290% | -68.743% | -18.865% |
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) | -0.007% | -0.476% | -0.769% | 4.002% | 6.122% | 69.127% | 31.191% |
| iShares Nasdaq 100 | 1.330% | -4.714% | -1.810% | 0.450% | 3.506% | 100.066% | 105.423% |
| iShares Core DAX® | 0.750% | -1.212% | 1.925% | 17.589% | 19.592% | 68.786% | 69.799% |
| iShares S&P 500 | 0.850% | -2.744% | -0.448% | 0.320% | 2.097% | 63.222% | 100.160% |
| iShares Nikkei 225® | 1.190% | -2.976% | -2.660% | 10.156% | 10.677% | 43.024% | 26.797% |