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.
EUR6,402.6
Assets under Management
| Security | Anteil ▼ | Vortag | YTD | 3y |
|---|---|---|---|---|
| Cash | 11.500% | - | - | - |
| Asseco Poland S.A. | 10.300% | 0.000% | 118.108% | 210.783% |
| Pulte Group Inc. | 5.900% | -1.390% | 4.846% | 156.806% |
| Steel Dynamics | 4.900% | 1.170% | 28.865% | 38.528% |
| Friedrich Vorwerk Group SE | 4.600% | 3.800% | - | - |
| Piraeus Port Authority | 4.500% | 0.970% | - | - |
| Berkshire Hathaway Inc. B | 3.600% | -2.120% | -0.391% | 48.934% |
| Alphabet Inc. C | 3.000% | -2.680% | 50.506% | 205.534% |
| Visa Inc. A | 2.900% | -1.810% | -6.186% | 43.873% |
| Eni SpA | 2.800% | 0.500% | 22.261% | 19.411% |
| Rio Tinto plc | 2.800% | -0.680% | 11.350% | -4.548% |
| Meta Platforms Inc. | 2.600% | -0.400% | 1.814% | 433.395% |
| Aperam S.A. | 2.500% | -0.240% | 29.691% | 9.273% |
| Kawasaki Kisen Kaisha Ltd | 2.500% | -0.210% | -13.441% | -33.586% |
| Snap-On Inc. | 2.400% | 0.470% | -8.586% | 32.607% |
| Monolithic Power Systems | 2.300% | 3.140% | 41.824% | 136.332% |
| Games Workshop Group | 2.300% | -0.620% | 43.109% | 167.529% |
| Exxon Mobil Corp. | 2.300% | -0.300% | -2.228% | 1.409% |
| Ssab Ab | 2.300% | 2.010% | - | - |
| Frosta AG | 2.300% | 0.210% | 51.545% | 59.044% |
| Mitsui O.S.K. Lines | 2.300% | 0.160% | -26.824% | 5.021% |
| Qualcomm Inc. | 2.200% | -0.050% | 0.468% | 33.464% |
| T.Rowe Price Group Inc. | 2.100% | -1.350% | -16.648% | -20.693% |
| Man Group Ltd. | 2.000% | -0.830% | -5.469% | -3.200% |
| Nordson Corp. | 1.900% | 0.290% | 1.383% | -9.763% |
| Gaztransport Et Technigaz S.A. | 1.900% | 2.130% | 30.984% | 64.016% |
| Thor Industries Inc. | 1.900% | 1.090% | -3.096% | 15.179% |
| Sumitomo Osaka Cement | 1.700% | 0.980% | 2.513% | -6.422% |
| Occidental Petroleum Corp. | 1.600% | -1.730% | -22.149% | -40.166% |
| Kraft Heinz Co | 1.400% | 0.720% | -28.659% | -44.901% |
| Gerdau S.A. Pfd | 1.200% | 6.490% | 19.708% | -39.579% |
| Proximus NV | 0.900% | -1.700% | 42.929% | -21.978% |
| Semperit AG Holding | 0.800% | -1.080% | 8.361% | -27.840% |
| SL Green Realty Corp. | 0.000% | -1.640% | 8.650% | -33.974% |
| Akzo Nobel N.V. | 0.000% | -1.340% | -3.013% | -15.455% |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Finanzoo Fundamentalanalyse (WF) | 0.000% | 1.110% | 2.433% | 10.288% | 13.756% | 19.778% | 12.913% |
| iShares Nasdaq 100 | -0.220% | 0.732% | 1.884% | 8.152% | 8.747% | 103.965% | 116.490% |
| iShares Core DAX® | -0.030% | 0.760% | 1.149% | 17.258% | 20.147% | 65.150% | 76.115% |
| iShares S&P 500 | -0.210% | -0.036% | 1.480% | 3.393% | 5.119% | 63.267% | 105.913% |
| iShares Nikkei 225® | -0.890% | 1.025% | -0.865% | 13.066% | 15.532% | 45.628% | 33.842% |