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.
EUR5,604.7
Assets under Management
Security | Anteil ▼ | Vortag | YTD | 3y |
---|---|---|---|---|
Cash | 17.400% | - | - | - |
Pulte Group Inc. | 6.300% | -0.730% | 10.643% | 128.969% |
Steel Dynamics | 4.600% | -0.390% | 8.140% | 138.484% |
Asseco Poland S.A. | 4.500% | -0.540% | 12.068% | 19.457% |
Berkshire Hathaway Inc. B | 3.600% | 0.570% | 17.455% | 64.580% |
Qualcomm Inc. | 3.500% | 1.040% | 60.214% | 88.694% |
Kawasaki Kisen Kaisha Ltd | 3.400% | -1.760% | -64.629% | - |
Mitsui O.S.K. Lines | 3.100% | -0.650% | 0.556% | - |
Piraeus Port Authority | 3.100% | 1.030% | 7.080% | 25.649% |
Rio Tinto plc | 3.100% | 0.580% | -7.575% | -9.681% |
Visa Inc. A | 2.900% | 0.410% | 8.171% | 31.258% |
Occidental Petroleum Corp. | 2.800% | 1.750% | 4.871% | 141.789% |
Man Group Ltd. | 2.800% | 0.000% | 8.824% | 33.094% |
T.Rowe Price Group Inc. | 2.800% | -1.020% | 10.900% | -31.618% |
Eni SpA | 2.700% | 1.000% | -10.665% | 34.150% |
Exxon Mobil Corp. | 2.600% | -0.530% | 12.129% | 100.157% |
Hexpol AB B | 2.600% | 1.600% | -4.058% | 6.029% |
Meta Platforms Inc. | 2.400% | -0.100% | 43.247% | 67.465% |
Motor Oil Hellas | 2.400% | 3.460% | 2.536% | 69.769% |
Kraft Heinz Co | 2.400% | 1.070% | -7.848% | -10.873% |
Sumitomo Osaka Cement | 2.300% | - | 0.000% | 2.609% |
Snap-On Inc. | 2.300% | 0.400% | -4.237% | 40.011% |
Archer-Daniels-Midland Co. | 2.100% | -0.180% | -14.433% | 9.135% |
Thor Industries Inc. | 2.100% | -0.510% | -20.648% | -2.503% |
Ssab Ab | 2.100% | -0.400% | - | - |
Aperam S.A. | 2.100% | -0.240% | -24.780% | -41.852% |
Frosta AG | 1.800% | 0.740% | 8.173% | -24.497% |
Barratt Developments plc | 1.700% | 1.530% | -10.762% | -28.835% |
Gerdau S.A. Pfd | 1.400% | -2.700% | -32.110% | -35.250% |
Proximus NV | 1.100% | 0.550% | -14.024% | -56.712% |
Friedrich Vorwerk Group SE | 1.100% | -2.500% | - | - |
Semperit AG Holding | 0.800% | 0.700% | -19.122% | -66.946% |
SL Green Realty Corp. | 0.000% | -0.600% | 8.650% | -33.974% |
Akzo Nobel N.V. | 0.000% | -0.340% | -21.099% | -43.684% |
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 | -0.030% | 2.182% | 4.907% | 28.279% | 18.696% | 51.241% | 109.733% |
iShares Core DAX® | -0.530% | -1.189% | -3.063% | 10.586% | 7.873% | 15.272% | 43.130% |
iShares Nasdaq 100 | 0.130% | 3.663% | 8.732% | 34.914% | 21.488% | 58.325% | 177.395% |
iShares Nikkei 225® | -0.500% | -1.422% | -0.414% | 3.883% | 6.942% | 4.190% | 30.789% |