Einzelwerte im Robotics, Automation, Smart Home
Robotics, Automation, Smart Home
Menschliche Arbeitskraft wird meiner Meinung nach zunehmend durch Roboter und automatisierte Systeme ersetzt. Das vernetzte Zuhause hilft beim Stromsparen. Dieses Wikifolio soll in die meines Erachtens Zukunftsmärkte Robotik und Smart Home investieren. Als Strategie soll ein reiner Growth-Ansatz verfolgt werden, der meiner Ansicht nach in diesen Branchentypen eine bessere Performance erwarten lässt als ein Value-Ansatz oder eine moderne Portfoliotheorie nach Markowitz, die rein auf Erwartungswerte und Schwankungen von Aktien in der Vergangenheit beruhen.
Die Strategie kann mit Aktien, ausgewählten ETFs oder Anlagezertifikaten umgesetzt werden.
Einige der Unternehmen befinden sich meiner Meinung nach am Beginn ihrer Wachstumsphase, deshalb soll der Anlagehorizont mittel- bis langfristig sein.
EUR269,846
Assets under Management
| Security ▲ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| ABB Ltd. NA | 0.500% | -0.920% | - | - |
| adesso SE | 0.200% | -0.560% | 0.455% | -33.509% |
| Advanced Micro Devices Inc. | 1.400% | -4.770% | 50.444% | 167.641% |
| Aerovironment | 0.400% | -4.040% | 35.981% | 144.597% |
| Alibaba Group Holding Ltd ADR | 2.700% | -1.200% | 63.951% | 56.327% |
| Alphabet Inc. A | 5.300% | -1.090% | 44.415% | 197.471% |
| Amazon.com Inc. | 3.900% | -1.720% | -9.092% | 124.125% |
| ASML Holding N.V. | 5.600% | -3.420% | 36.382% | 59.948% |
| Badger Meter | 0.500% | -0.450% | -23.069% | - |
| Baidu Inc. A ADR | 0.400% | -2.380% | 29.056% | -3.791% |
| Belden Inc. | 0.400% | -0.950% | -1.887% | 46.479% |
| BYD Co. Ltd | 12.800% | -1.310% | -3.746% | 23.441% |
| Carl Zeiss Meditec AG | 0.300% | 0.350% | -11.857% | -68.529% |
| Cash | 7.100% | - | - | - |
| Eaton Corp. | 0.400% | -4.990% | -10.971% | 85.248% |
| Emerson Electric Company | 0.200% | -1.800% | -2.431% | 27.548% |
| Fanuc Corp. | 0.700% | 3.450% | 36.855% | 17.445% |
| Figma Inc. | 6.200% | -6.670% | - | - |
| Flowserve Corp. | 0.500% | 0.810% | 13.636% | 120.070% |
| Fortive Corp | 0.100% | 1.620% | -34.754% | -26.332% |
| Fuji Electric Co. Ltd. | 0.300% | -0.810% | 19.417% | 62.698% |
| General Electric Co. | 0.400% | 4.070% | 57.716% | 223.418% |
| Halma plc | 0.800% | -1.720% | 21.787% | 56.693% |
| Hapag Lloyd AG | 0.700% | -0.560% | -19.688% | -34.045% |
| Honeywell International | 0.400% | -0.110% | -24.426% | -18.988% |
| Horiba Ltd | 0.500% | 4.680% | 65.741% | 109.112% |
| IMI plc | 1.100% | 0.730% | 26.606% | 81.579% |
| Intuitive Surgical Inc | 0.600% | -0.980% | -9.071% | 77.765% |
| iShares Automation & Robotics UCITS ETF USD (Acc) | 2.800% | -2.480% | - | - |
| Johnson Controls International plc | 0.300% | -2.570% | 29.031% | 56.925% |
| Kainos Group plc | 1.700% | -1.540% | 40.659% | -31.294% |
| Kraken Robotics Inc. | 3.400% | -0.520% | 95.630% | 866.227% |
| Lumentum Holdings Inc | 1.100% | -12.740% | 245.721% | 434.533% |
| MBB SE | 0.400% | -0.740% | 100.401% | 95.313% |
| Microsoft Corp. | 4.100% | -1.030% | -0.294% | 70.046% |
| Mitsubishi Corp. | 0.400% | 0.610% | 28.777% | 97.130% |
| MKS Instruments Inc. | 1.100% | -6.050% | 31.859% | 65.854% |
| Nice Systems Ltd ADR | 0.600% | -0.540% | -43.333% | -51.554% |
| Niu Technologies | 0.600% | -1.420% | 57.835% | -45.898% |
| Ocado Group plc | 0.500% | 1.070% | -28.302% | -68.113% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | -0.004% | -0.441% | -0.697% | 12.126% | 11.965% | 55.253% | 65.409% |
| iShares Nasdaq 100 | -1.960% | -2.686% | -2.409% | 4.267% | 5.826% | 95.368% | 113.857% |
| iShares Core DAX® | -0.720% | 0.734% | -0.964% | 17.910% | 21.029% | 65.510% | 79.153% |
| iShares S&P 500 | -1.150% | -1.346% | -1.510% | 1.615% | 3.704% | 59.132% | 103.980% |
| iShares Nikkei 225® | -1.680% | -2.261% | -4.038% | 10.420% | 12.919% | 42.232% | 30.256% |