Einzelwerte im Finanzoo Fundamentalanalyse
Finanzoo Fundamentalanalyse
Die Anlagestrategie soll auf der Fundamentalanalyse von Unternehmen basieren. Dabei sollen keine zukünftigen Schätzungen berücksichtigt werden. Die Aktien sollen anhand des FScores ausgewählt werden. Der FScore soll das Ergebnis aller berücksichtigten Fundamentaldaten (KGV, KBV, GKR, EKQ, Dividendenzahlungen und dem Kurs-Free-Cash-Flow-Verhältnis) abbilden. Mit dem wikifolio soll versucht werden, den Markt zu schlagen.
Es sollen Aktien weltweit gehandelt werden.
Die Haltedauer soll im Idealfall für immer sein.
EUR5,611.4
Assets under Management
| Security | Anteil | Vortag | YTD | 3y ▼ |
|---|---|---|---|---|
| Steel Dynamics | 4.600% | -0.390% | 9.608% | 136.867% |
| Occidental Petroleum Corp. | 2.700% | 1.780% | 3.143% | 136.701% |
| Pulte Group Inc. | 6.500% | -0.830% | 13.913% | 136.154% |
| Exxon Mobil Corp. | 2.600% | 0.950% | 11.094% | 93.854% |
| Qualcomm Inc. | 3.500% | 2.100% | 56.880% | 82.102% |
| Meta Platforms Inc. | 2.400% | -1.660% | 45.403% | 67.009% |
| Motor Oil Hellas | 2.400% | 0.250% | 2.282% | 64.402% |
| Berkshire Hathaway Inc. B | 3.500% | -0.140% | 17.378% | 62.153% |
| Snap-On Inc. | 2.300% | 0.400% | -4.580% | 38.274% |
| Man Group Ltd. | 2.800% | -1.340% | 9.559% | 33.993% |
| Eni SpA | 2.700% | 0.610% | -11.455% | 29.810% |
| Visa Inc. A | 2.900% | 0.380% | 7.258% | 29.537% |
| Piraeus Port Authority | 3.100% | 2.330% | 4.646% | 21.907% |
| Asseco Poland S.A. | 4.500% | 1.090% | 10.855% | 20.422% |
| Archer-Daniels-Midland Co. | 2.100% | -1.070% | -14.003% | 7.744% |
| Sumitomo Osaka Cement | 2.300% | 0.850% | -0.847% | 4.464% |
| Hexpol AB B | 2.600% | 0.660% | -4.238% | 4.425% |
| Thor Industries Inc. | 2.100% | -0.670% | -19.481% | -1.294% |
| Kraft Heinz Co | 2.400% | -0.930% | -7.015% | -11.622% |
| Rio Tinto plc | 3.100% | 0.960% | -8.659% | -12.268% |
| Frosta AG | 1.900% | -4.350% | 10.577% | -21.591% |
| Barratt Developments plc | 1.700% | 1.530% | -10.762% | -31.227% |
| T.Rowe Price Group Inc. | 2.800% | 0.480% | 10.494% | -32.729% |
| SL Green Realty Corp. | 0.000% | 0.110% | 8.650% | -33.974% |
| Gerdau S.A. Pfd | 1.400% | - | -32.110% | -36.311% |
| Akzo Nobel N.V. | 0.000% | 0.540% | -21.232% | -44.571% |
| Aperam S.A. | 2.100% | -0.240% | -24.659% | -44.677% |
| Proximus NV | 1.100% | 0.070% | -14.318% | -57.735% |
| Semperit AG Holding | 0.800% | -0.690% | -18.272% | -66.934% |
| Cash | 17.400% | - | - | - |
| Mitsui O.S.K. Lines | 3.100% | -0.650% | 0.556% | - |
| Kawasaki Kisen Kaisha Ltd | 3.400% | 1.590% | -64.863% | - |
| Friedrich Vorwerk Group SE | 1.100% | 1.650% | - | - |
| Ssab Ab | 2.100% | -0.400% | - | - |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Finanzoo Fundamentalanalyse (WF) | 0.007% | -1.723% | -2.916% | 6.004% | -0.757% | -13.287% | -9.220% |
| iShares S&P 500 | 0.120% | 2.398% | 4.677% | 27.998% | 18.436% | 49.604% | 111.538% |
| iShares Core DAX® | 0.070% | -2.023% | -3.140% | 10.499% | 7.788% | 13.078% | 45.832% |
| iShares Nasdaq 100 | -0.060% | 4.625% | 8.753% | 34.939% | 21.511% | 57.906% | 181.730% |
| iShares Nikkei 225® | 0.150% | -2.088% | -0.980% | 3.292% | 6.335% | 2.524% | 31.171% |