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.
EUR275,762
Assets under Management
| Security ▲ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| ABB Ltd. NA | 0.500% | 0.460% | - | - |
| Advanced Micro Devices Inc. | 1.200% | 0.570% | 14.037% | 151.739% |
| Alibaba Group Holding Ltd ADR | 1.600% | -0.550% | -14.038% | 25.144% |
| Alphabet Inc. A | 4.200% | 0.710% | 2.553% | 180.874% |
| Amazon.com Inc. | 2.800% | 0.540% | 3.574% | 120.065% |
| Apple Inc. | 1.200% | -0.230% | -5.144% | 46.998% |
| ASML Holding N.V. | 5.200% | 1.330% | 38.492% | 111.642% |
| BYD Co. Ltd | 12.500% | -0.470% | 11.630% | 39.007% |
| Carl Zeiss Meditec AG | 0.200% | 2.440% | -34.317% | -79.363% |
| Eaton Corp. | 0.400% | 0.410% | 25.196% | 135.889% |
| Emerson Electric Company | 0.200% | -0.530% | 6.900% | 58.885% |
| Fortive Corp | 0.100% | 2.180% | 2.807% | -19.319% |
| General Electric Co. | 0.200% | -0.410% | -0.301% | 210.539% |
| General Dynamics Corp. | 0.400% | 0.030% | -0.275% | 39.932% |
| Honeywell International | 0.600% | 0.190% | 18.464% | 12.011% |
| Intuitive Surgical Inc | 0.200% | -0.760% | -20.229% | 61.674% |
| Johnson Controls International plc | 0.300% | -1.030% | 17.072% | 133.378% |
| L3Harris Technologies Inc. | 0.500% | -0.330% | 20.221% | 66.886% |
| Lockheed Martin Corp. | 0.800% | -0.650% | 26.711% | 18.249% |
| Medtronic plc | 0.400% | -0.510% | -8.801% | 1.300% |
| Northrop Grumman Corp. | 0.400% | -0.860% | 18.004% | 34.964% |
| Qualcomm Inc. | 0.400% | 0.630% | -24.581% | 1.714% |
| Rockwell Automation | 0.700% | 2.430% | 3.154% | 37.579% |
| Roper Industries Inc. | 0.400% | 3.550% | -20.908% | -24.363% |
| Raytheon Technologies Corp. | 0.300% | -0.820% | 9.049% | 86.020% |
| Schneider Electric SE | 0.200% | 1.180% | 11.040% | 75.933% |
| Siemens AG | 0.400% | 2.010% | -3.200% | 59.851% |
| Smith & Nephew plc | 1.100% | -1.390% | 2.708% | 6.725% |
| Stryker Corp. | 0.500% | 0.270% | -1.435% | 11.856% |
| Teledyne Techs | 0.200% | 1.000% | 27.194% | 39.500% |
| Tencent Holdings Ltd. | 1.800% | -1.870% | -15.915% | 29.302% |
| Textron Inc. | 0.400% | -0.330% | 4.296% | 27.851% |
| Thales S.A. | 2.100% | -0.340% | 17.231% | 88.614% |
| Xiaomi Corp. | 2.900% | -1.290% | -21.397% | 142.484% |
| Zebra Technologies A | 0.500% | -0.260% | -7.895% | -30.631% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | 0.001% | - | - | - | - | - | - |
| iShares S&P 500 | -0.060% | 2.635% | 1.008% | 25.116% | -0.004% | 61.272% | 78.886% |
| iShares Core DAX® | 0.000% | 3.023% | 2.202% | 14.664% | -2.645% | 48.878% | 52.319% |
| iShares Nikkei 225® | 0.830% | 6.618% | 5.707% | 49.420% | 12.004% | 60.392% | 35.066% |
| iShares Nasdaq 100 | 0.130% | 3.561% | 1.325% | 31.410% | -0.466% | 83.744% | 87.385% |