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.
EUR5,612.3
Assets under Management
| Security | Anteil | Vortag ▲ | YTD | 3y |
|---|---|---|---|---|
| Cash | 17.400% | - | - | - |
| Gerdau S.A. Pfd | 1.400% | - | -32.110% | -35.250% |
| Frosta AG | 1.800% | -4.350% | 8.173% | -24.497% |
| Meta Platforms Inc. | 2.400% | -1.470% | 43.247% | 67.465% |
| Man Group Ltd. | 2.800% | -1.340% | 8.824% | 33.094% |
| Kraft Heinz Co | 2.400% | -1.170% | -7.848% | -10.873% |
| Archer-Daniels-Midland Co. | 2.100% | -1.070% | -14.433% | 9.135% |
| Pulte Group Inc. | 6.300% | -0.830% | 10.643% | 128.969% |
| Semperit AG Holding | 0.800% | -0.690% | -19.122% | -66.946% |
| Thor Industries Inc. | 2.100% | -0.670% | -20.648% | -2.503% |
| Mitsui O.S.K. Lines | 3.100% | -0.650% | 0.556% | - |
| Ssab Ab | 2.100% | -0.400% | - | - |
| Steel Dynamics | 4.600% | -0.390% | 8.140% | 138.484% |
| Aperam S.A. | 2.100% | -0.240% | -24.780% | -41.852% |
| Berkshire Hathaway Inc. B | 3.600% | -0.030% | 17.455% | 64.580% |
| Proximus NV | 1.100% | 0.070% | -14.024% | -56.712% |
| SL Green Realty Corp. | 0.000% | 0.110% | 8.650% | -33.974% |
| Motor Oil Hellas | 2.400% | 0.250% | 2.536% | 69.769% |
| T.Rowe Price Group Inc. | 2.800% | 0.310% | 10.900% | -31.618% |
| Snap-On Inc. | 2.300% | 0.400% | -4.237% | 40.011% |
| Akzo Nobel N.V. | 0.000% | 0.540% | -21.099% | -43.684% |
| Hexpol AB B | 2.600% | 0.660% | -4.058% | 6.029% |
| Eni SpA | 2.700% | 0.670% | -10.665% | 34.150% |
| Exxon Mobil Corp. | 2.600% | 0.830% | 12.129% | 100.157% |
| Sumitomo Osaka Cement | 2.300% | 0.850% | 0.000% | 2.609% |
| Visa Inc. A | 2.900% | 0.890% | 8.171% | 31.258% |
| Asseco Poland S.A. | 4.500% | 1.090% | 12.068% | 19.457% |
| Rio Tinto plc | 3.100% | 1.110% | -7.575% | -9.681% |
| Barratt Developments plc | 1.700% | 1.530% | -10.762% | -28.835% |
| Kawasaki Kisen Kaisha Ltd | 3.400% | 1.590% | -64.629% | - |
| Friedrich Vorwerk Group SE | 1.100% | 1.650% | - | - |
| Occidental Petroleum Corp. | 2.800% | 1.760% | 4.871% | 141.789% |
| Qualcomm Inc. | 3.500% | 2.080% | 60.214% | 88.694% |
| Piraeus Port Authority | 3.100% | 2.330% | 7.080% | 25.649% |
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 | 0.150% | 2.182% | 4.907% | 28.279% | 18.696% | 51.241% | 109.733% |
| iShares Core DAX® | 0.080% | -1.189% | -3.063% | 10.586% | 7.873% | 15.272% | 43.130% |
| iShares Nasdaq 100 | -0.060% | 3.663% | 8.732% | 34.914% | 21.488% | 58.325% | 177.395% |
| iShares Nikkei 225® | 0.480% | -1.422% | -0.414% | 3.883% | 6.942% | 4.190% | 30.789% |