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 |
|---|---|---|---|---|
| Fortive Corp | 0.100% | -0.260% | -34.475% | -21.905% |
| Siemens AG | 0.200% | 1.330% | 23.041% | 83.715% |
| Emerson Electric Company | 0.200% | 0.820% | -6.002% | 25.059% |
| Fuji Electric Co. Ltd. | 0.200% | - | 18.447% | 68.508% |
| adesso SE | 0.200% | 0.230% | -1.138% | -33.257% |
| Carl Zeiss Meditec AG | 0.300% | -0.050% | -13.034% | -66.071% |
| Valmet Oyj | 0.300% | 1.630% | 13.014% | 5.137% |
| Schneider Electric SE | 0.300% | 1.650% | -4.044% | 75.553% |
| Johnson Controls International plc | 0.300% | 0.720% | 30.932% | 65.920% |
| Aerovironment | 0.400% | 1.510% | 30.240% | 152.393% |
| Teledyne Techs | 0.400% | 0.210% | -4.246% | 12.349% |
| Eaton Corp. | 0.400% | 0.020% | -15.316% | 84.499% |
| Belden Inc. | 0.400% | - | -3.774% | 47.826% |
| General Electric Co. | 0.400% | 3.210% | 53.704% | 239.700% |
| Mitsubishi Corp. | 0.400% | 2.030% | 22.531% | 92.601% |
| MBB SE | 0.400% | 2.160% | 94.990% | 98.978% |
| Honeywell International | 0.400% | -0.590% | -21.970% | -13.999% |
| Baidu Inc. A ADR | 0.400% | 1.380% | 23.245% | -4.323% |
| Flowserve Corp. | 0.500% | -1.680% | 8.182% | 117.153% |
| Badger Meter | 0.500% | 2.920% | -24.682% | - |
| Niu Technologies | 0.500% | 0.800% | 42.450% | -46.467% |
| Horiba Ltd | 0.500% | 0.580% | 59.259% | 106.731% |
| ABB Ltd. NA | 0.500% | 1.400% | - | - |
| Ocado Group plc | 0.500% | 5.460% | -23.243% | -64.066% |
| Fanuc Corp. | 0.600% | 0.900% | 24.250% | 10.774% |
| Yokogawa Electric Corp | 0.600% | - | 34.314% | 66.061% |
| Nice Systems Ltd ADR | 0.600% | 0.540% | -43.636% | -51.813% |
| Intuitive Surgical Inc | 0.600% | 1.250% | -6.651% | 89.988% |
| Roper Industries Inc. | 0.600% | -0.130% | -22.537% | -3.747% |
| Hapag Lloyd AG | 0.700% | -0.430% | -24.756% | -37.405% |
| Halma plc | 0.800% | 2.040% | 22.889% | 65.950% |
| Rockwell Automation | 0.900% | 0.930% | 20.341% | 39.016% |
| MKS Instruments Inc. | 1.000% | 6.350% | 25.944% | 63.189% |
| Finmeccanica | 1.000% | 3.500% | 78.933% | 494.376% |
| Lumentum Holdings Inc | 1.100% | 5.210% | 241.341% | 454.979% |
| IMI plc | 1.100% | -1.450% | 28.440% | 89.189% |
| Smith & Nephew plc | 1.200% | -0.360% | 17.317% | 9.725% |
| Advanced Micro Devices Inc. | 1.400% | 1.590% | 41.408% | 173.287% |
| Softcat plc | 1.700% | 2.530% | -10.989% | 18.248% |
| Kainos Group plc | 1.700% | -0.840% | 30.769% | -32.654% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | -0.009% | -3.444% | -2.118% | 7.987% | 8.719% | 57.206% | 56.842% |
| iShares Nasdaq 100 | 1.940% | -4.714% | -1.810% | 0.450% | 3.506% | 100.066% | 105.423% |
| iShares Core DAX® | 1.180% | -1.212% | 1.925% | 17.589% | 19.592% | 68.786% | 69.799% |
| iShares S&P 500 | 0.910% | -2.744% | -0.448% | 0.320% | 2.097% | 63.222% | 100.160% |
| iShares Nikkei 225® | 1.270% | -2.976% | -2.660% | 10.156% | 10.677% | 43.024% | 26.797% |