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.
EUR285,496
Assets under Management
| Security ▲ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| ABB Ltd. NA | 0.600% | 4.290% | - | - |
| adesso SE | 0.100% | 0.330% | -30.449% | -56.894% |
| Advanced Micro Devices Inc. | 1.300% | -0.080% | 28.519% | 188.978% |
| Aerovironment | 0.200% | -5.770% | -23.603% | 67.577% |
| Alphabet Inc. A | 4.400% | 1.880% | 8.992% | 204.841% |
| Amazon.com Inc. | 2.900% | 0.350% | 8.068% | 128.160% |
| Apple Inc. | 1.200% | 2.750% | -1.162% | 51.292% |
| ASML Holding N.V. | 4.900% | 2.980% | 34.346% | 110.688% |
| Baidu Inc. A ADR | 0.500% | 1.130% | -5.300% | -10.368% |
| BYD Co. Ltd | 12.500% | 0.230% | 13.723% | 37.044% |
| Carl Zeiss Meditec AG | 0.200% | -0.140% | -30.615% | -77.656% |
| Cognex Corp. | 0.800% | 1.050% | 52.737% | 4.199% |
| Eaton Corp. | 0.400% | 3.240% | 25.962% | 131.367% |
| Elbit Systems Ltd | 1.100% | -0.270% | 47.416% | 351.309% |
| Emerson Electric Company | 0.200% | 3.900% | 8.206% | 56.376% |
| Fanuc Corp. | 0.500% | 4.060% | 4.242% | 8.383% |
| Flowserve Corp. | 0.400% | 8.560% | 19.731% | 132.810% |
| Fortive Corp | 0.100% | -0.510% | 7.731% | -16.035% |
| Fuji Electric Co. Ltd. | 0.200% | -1.430% | -0.781% | 80.398% |
| General Electric Co. | 0.200% | 2.370% | -2.857% | 187.751% |
| General Dynamics Corp. | 0.400% | 0.460% | -1.686% | 36.307% |
| Halma plc | 0.800% | 3.070% | 27.439% | 103.307% |
| Hensoldt AG | 1.400% | 1.240% | - | - |
| Honeywell International | 0.600% | 1.950% | 18.333% | 10.565% |
| Horiba Ltd | 0.500% | -2.680% | 28.235% | 120.648% |
| Intuitive Surgical Inc | 0.200% | 2.260% | -18.491% | 62.469% |
| Johnson Controls International plc | 0.300% | -0.560% | 15.385% | 124.662% |
| Kratos Defense & Security Solutions | 1.000% | -4.480% | -7.911% | 417.819% |
| Finmeccanica | 0.900% | -0.970% | 17.209% | 394.432% |
| Lincoln Electric Holdings | 0.300% | 4.720% | 7.767% | 52.055% |
| Lockheed Martin Corp. | 0.800% | -2.870% | 20.986% | 10.066% |
| Lumentum Holdings Inc | 2.300% | 0.160% | 138.987% | 1691.274% |
| Medtronic plc | 0.300% | 0.470% | -10.726% | -1.586% |
| Mitsubishi Corp. | 0.400% | -1.030% | 40.619% | 138.554% |
| MKS Instruments Inc. | 1.600% | 3.100% | 70.851% | 218.365% |
| Nice Systems Ltd ADR | 0.600% | 0.560% | -8.205% | -56.553% |
| Northrop Grumman Corp. | 0.400% | -1.050% | 15.153% | 29.353% |
| Ocado Group plc | 0.400% | -0.700% | -14.056% | -61.410% |
| Pegasystems | 0.500% | 2.070% | -30.729% | -13.005% |
| Ptc Inc. | 0.200% | 0.850% | - | - |
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% | - | - | - | - | - | - |
| iShares S&P 500 | 1.220% | 4.142% | 4.938% | 31.594% | 3.423% | 65.326% | 83.825% |
| iShares Core DAX® | 2.260% | 3.593% | 6.427% | 15.378% | 0.394% | 52.309% | 54.643% |
| iShares Nikkei 225® | 1.350% | 4.075% | 9.307% | 48.947% | 16.531% | 65.859% | 40.493% |
| iShares Nasdaq 100 | 1.120% | 5.810% | 6.381% | 41.455% | 4.483% | 91.771% | 96.822% |