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.
EUR5,606.6
Assets under Management
| Security | Anteil | Vortag | YTD ▼ | 3y |
|---|---|---|---|---|
| Qualcomm Inc. | 3.500% | 0.540% | 60.214% | 88.694% |
| Meta Platforms Inc. | 2.400% | 0.450% | 43.247% | 67.465% |
| Berkshire Hathaway Inc. B | 3.600% | 0.240% | 17.455% | 64.580% |
| Exxon Mobil Corp. | 2.600% | -0.470% | 12.129% | 100.157% |
| Asseco Poland S.A. | 4.500% | -0.540% | 12.068% | 19.457% |
| T.Rowe Price Group Inc. | 2.800% | -0.880% | 10.900% | -31.618% |
| Pulte Group Inc. | 6.300% | 0.230% | 10.643% | 128.969% |
| Man Group Ltd. | 2.800% | 0.000% | 8.824% | 33.094% |
| SL Green Realty Corp. | 0.000% | 0.070% | 8.650% | -33.974% |
| Frosta AG | 1.800% | -0.740% | 8.173% | -24.497% |
| Visa Inc. A | 2.900% | 1.020% | 8.171% | 31.258% |
| Steel Dynamics | 4.600% | -0.390% | 8.140% | 138.484% |
| Piraeus Port Authority | 3.100% | 1.030% | 7.080% | 25.649% |
| Occidental Petroleum Corp. | 2.800% | 1.380% | 4.871% | 141.789% |
| Motor Oil Hellas | 2.400% | 3.460% | 2.536% | 69.769% |
| Mitsui O.S.K. Lines | 3.100% | -0.650% | 0.556% | - |
| Sumitomo Osaka Cement | 2.300% | - | 0.000% | 2.609% |
| Hexpol AB B | 2.600% | 0.380% | -4.058% | 6.029% |
| Snap-On Inc. | 2.300% | 0.400% | -4.237% | 40.011% |
| Rio Tinto plc | 3.100% | -0.080% | -7.575% | -9.681% |
| Kraft Heinz Co | 2.400% | 0.490% | -7.848% | -10.873% |
| Eni SpA | 2.700% | 0.970% | -10.665% | 34.150% |
| Barratt Developments plc | 1.700% | 1.530% | -10.762% | -28.835% |
| Proximus NV | 1.100% | 0.550% | -14.024% | -56.712% |
| Archer-Daniels-Midland Co. | 2.100% | -0.430% | -14.433% | 9.135% |
| Semperit AG Holding | 0.800% | 0.350% | -19.122% | -66.946% |
| Thor Industries Inc. | 2.100% | 0.140% | -20.648% | -2.503% |
| Akzo Nobel N.V. | 0.000% | -0.510% | -21.099% | -43.684% |
| Aperam S.A. | 2.100% | -0.240% | -24.780% | -41.852% |
| Gerdau S.A. Pfd | 1.400% | -2.700% | -32.110% | -35.250% |
| Kawasaki Kisen Kaisha Ltd | 3.400% | -1.760% | -64.629% | - |
| Friedrich Vorwerk Group SE | 1.100% | -2.390% | - | - |
| Ssab Ab | 2.100% | -0.400% | - | - |
| Cash | 17.400% | - | - | - |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Finanzoo Fundamentalanalyse (WF) | -0.001% | -0.259% | -2.279% | 6.700% | -0.106% | -12.336% | -9.691% |
| iShares S&P 500 | 0.070% | 2.182% | 4.907% | 28.279% | 18.696% | 51.241% | 109.733% |
| iShares Core DAX® | -0.480% | -1.189% | -3.063% | 10.586% | 7.873% | 15.272% | 43.130% |
| iShares Nasdaq 100 | 0.230% | 3.663% | 8.732% | 34.914% | 21.488% | 58.325% | 177.395% |
| iShares Nikkei 225® | -0.630% | -1.422% | -0.414% | 3.883% | 6.942% | 4.190% | 30.789% |