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.
EUR259,478
Assets under Management
| Security ▼ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Yokogawa Electric Corp | 0.600% | - | 35.294% | 62.353% |
| Db X-trackers Shortdax X2 Daily Ucits Etf | 7.600% | 1.070% | - | - |
| Xpeng Inc. | 3.100% | 1.460% | 35.897% | 53.675% |
| Xiaomi Corp. | 4.600% | -1.770% | 6.651% | 239.901% |
| Wuxi Apptec Co. Ltd | 2.300% | 0.000% | 62.044% | 15.625% |
| Valmet Oyj | 0.300% | -1.840% | 11.901% | 3.648% |
| Thales S.A. | 2.300% | -1.700% | 66.269% | 91.656% |
| Tencent Holdings Ltd. | 2.700% | -1.070% | 27.785% | 71.817% |
| Teledyne Techs | 0.400% | 0.050% | -2.212% | 14.735% |
| Softcat plc | 1.700% | -2.440% | -9.890% | 16.312% |
| Smith & Nephew plc | 1.100% | -1.000% | 16.017% | 8.510% |
| Siemens AG | 0.200% | -1.090% | 26.218% | 86.454% |
| Schneider Electric SE | 0.300% | -1.010% | 1.230% | 82.611% |
| Roper Industries Inc. | 0.500% | -0.660% | -24.105% | -6.606% |
| Rockwell Automation | 0.900% | -1.320% | 23.930% | 41.152% |
| Ocado Group plc | 0.500% | 4.820% | -24.789% | -64.789% |
| Niu Technologies | 0.500% | -6.140% | 47.578% | -47.518% |
| Nice Systems Ltd ADR | 0.500% | -0.550% | -45.152% | -53.109% |
| MKS Instruments Inc. | 1.100% | 0.080% | 34.841% | 69.605% |
| Mitsubishi Corp. | 0.400% | -0.910% | 27.007% | 97.736% |
| Microsoft Corp. | 4.100% | -0.670% | -1.186% | 72.297% |
| MBB SE | 0.400% | -0.730% | 105.411% | 105.411% |
| Lumentum Holdings Inc | 1.200% | -3.760% | 256.231% | 474.745% |
| Kraken Robotics Inc. | 3.400% | 0.130% | 94.087% | 805.710% |
| Kainos Group plc | 1.700% | -0.840% | 30.769% | -35.396% |
| Johnson Controls International plc | 0.300% | 1.730% | 31.262% | 63.039% |
| iShares Automation & Robotics UCITS ETF USD (Acc) | 2.800% | -0.960% | - | - |
| Intuitive Surgical Inc | 0.600% | -0.780% | -6.307% | 89.249% |
| IMI plc | 1.100% | 1.460% | 25.688% | 81.457% |
| Horiba Ltd | 0.500% | -0.580% | 58.333% | 103.571% |
| Honeywell International | 0.400% | 0.270% | -22.987% | -14.550% |
| Hapag Lloyd AG | 0.700% | 0.410% | -21.053% | -35.027% |
| Halma plc | 0.800% | 0.500% | 23.623% | 62.903% |
| General Electric Co. | 0.400% | -0.590% | 58.025% | 245.013% |
| Fuji Electric Co. Ltd. | 0.300% | -0.790% | 23.301% | 70.699% |
| Fortive Corp | 0.100% | -0.600% | -34.433% | -22.268% |
| Flowserve Corp. | 0.500% | -0.820% | 10.909% | 114.789% |
| Figma Inc. | 6.000% | -3.250% | - | - |
| Fanuc Corp. | 0.700% | -5.320% | 32.373% | 17.722% |
| Emerson Electric Company | 0.200% | -0.650% | -2.096% | 30.284% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | -0.021% | -1.295% | 0.312% | 12.119% | 11.547% | 58.761% | 61.450% |
| iShares Nasdaq 100 | -0.830% | -3.088% | -0.762% | 3.169% | 5.173% | 101.814% | 109.625% |
| iShares Core DAX® | -0.370% | 0.795% | 1.458% | 17.980% | 21.029% | 69.888% | 75.297% |
| iShares S&P 500 | -0.520% | -1.393% | 0.199% | 1.698% | 3.428% | 63.763% | 102.881% |
| iShares Nikkei 225® | -0.710% | -0.952% | -2.268% | 12.208% | 13.454% | 45.300% | 29.704% |