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.
EUR258,418
Assets under Management
| Security | Anteil ▼ | Vortag | YTD | 3y |
|---|---|---|---|---|
| Alphabet Inc. A | 5.300% | 2.100% | 41.401% | 202.639% |
| Microsoft Corp. | 4.200% | 1.790% | 0.978% | 79.167% |
| Amazon.com Inc. | 4.000% | 2.630% | -8.714% | 133.277% |
| Advanced Micro Devices Inc. | 1.400% | 1.590% | 43.755% | 177.823% |
| Kratos Defense & Security Solutions | 1.300% | 3.200% | 139.937% | 599.506% |
| Lumentum Holdings Inc | 1.200% | 5.210% | 259.860% | 485.088% |
| MKS Instruments Inc. | 1.100% | 6.350% | 33.151% | 72.527% |
| Rockwell Automation | 0.900% | 0.930% | 21.102% | 39.895% |
| Pegasystems | 0.800% | 2.040% | -43.575% | 51.515% |
| Lockheed Martin Corp. | 0.800% | -0.740% | -14.032% | -11.781% |
| Cognex Corp. | 0.700% | 1.710% | -10.082% | -31.688% |
| Qualcomm Inc. | 0.600% | 1.540% | -0.549% | 37.414% |
| Stryker Corp. | 0.600% | 0.330% | -13.820% | 33.068% |
| Northrop Grumman Corp. | 0.600% | -0.830% | 6.328% | -4.636% |
| General Dynamics Corp. | 0.600% | 0.520% | 13.421% | 23.843% |
| Intuitive Surgical Inc | 0.600% | 1.250% | -5.677% | 91.970% |
| Flowserve Corp. | 0.500% | -1.680% | 6.364% | 113.504% |
| Roper Industries Inc. | 0.500% | -0.130% | -22.738% | -3.997% |
| L3Harris Technologies Inc. | 0.500% | 1.680% | 19.643% | 19.762% |
| Textron Inc. | 0.500% | 0.670% | 2.374% | 13.577% |
| Badger Meter | 0.500% | 2.920% | -23.803% | - |
| Zebra Technologies A | 0.400% | -0.740% | -40.813% | -8.259% |
| Oceaneering International | 0.400% | 0.000% | -14.286% | 52.239% |
| Lincoln Electric Holdings | 0.400% | -0.970% | 13.333% | 52.239% |
| Belden Inc. | 0.400% | -3.920% | -3.774% | 47.826% |
| General Electric Co. | 0.400% | 3.210% | 58.951% | 251.296% |
| Aerovironment | 0.400% | 1.510% | 31.409% | 154.657% |
| Honeywell International | 0.400% | -0.590% | -22.566% | -14.655% |
| NVIDIA Corp. | 0.300% | 1.940% | 14.676% | 848.990% |
| Teledyne Techs | 0.300% | 0.210% | -3.866% | 12.795% |
| Ptc Inc. | 0.300% | 0.740% | - | - |
| Teradyne Inc. | 0.300% | 2.990% | 34.137% | 93.384% |
| Raytheon Technologies Corp. | 0.300% | 1.270% | 35.998% | 63.548% |
| Emerson Electric Company | 0.200% | 0.820% | -5.884% | 25.215% |
| Fortive Corp | 0.100% | -0.260% | -35.074% | -22.619% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | 0.010% | -3.810% | -2.891% | 8.389% | 7.699% | 55.731% | 55.425% |
| iShares Nasdaq 100 | 1.940% | -2.376% | 0.857% | 4.704% | 5.190% | 103.322% | 109.122% |
| iShares Core DAX® | 1.180% | -0.793% | 4.201% | 19.951% | 20.878% | 70.602% | 72.573% |
| iShares S&P 500 | 0.910% | -1.689% | 1.244% | 3.144% | 3.048% | 64.741% | 102.106% |
| iShares Nikkei 225® | 1.270% | -2.701% | -0.147% | 12.609% | 11.891% | 44.593% | 28.521% |