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.
EUR6,396.4
Assets under Management
| Security | Anteil ▲ | Vortag | YTD | 3y |
|---|---|---|---|---|
| SL Green Realty Corp. | 0.000% | -0.600% | 8.650% | -33.974% |
| Akzo Nobel N.V. | 0.000% | 1.430% | -0.350% | -11.841% |
| Semperit AG Holding | 0.800% | -0.310% | 8.194% | -24.855% |
| Proximus NV | 0.900% | 0.860% | 42.626% | -20.334% |
| Gerdau S.A. Pfd | 1.300% | 0.680% | 8.029% | -44.500% |
| Kraft Heinz Co | 1.400% | 0.460% | -28.949% | -45.541% |
| Occidental Petroleum Corp. | 1.500% | -0.140% | -25.216% | -42.448% |
| Sumitomo Osaka Cement | 1.700% | 0.000% | 1.508% | -5.607% |
| Nordson Corp. | 1.800% | 1.050% | -0.988% | -9.852% |
| Gaztransport Et Technigaz S.A. | 1.800% | 0.440% | 24.400% | 52.952% |
| Thor Industries Inc. | 1.900% | -1.420% | -2.145% | 11.083% |
| T.Rowe Price Group Inc. | 2.000% | -0.310% | -18.634% | -22.205% |
| Man Group Ltd. | 2.000% | -0.810% | -5.469% | -4.724% |
| Monolithic Power Systems | 2.200% | -3.370% | 38.258% | 120.986% |
| Qualcomm Inc. | 2.200% | -1.360% | 1.660% | 31.995% |
| Games Workshop Group | 2.200% | -0.890% | 39.585% | 157.907% |
| Frosta AG | 2.200% | 0.430% | 49.593% | 56.463% |
| Mitsui O.S.K. Lines | 2.300% | -0.880% | -26.525% | 7.905% |
| Ssab Ab | 2.300% | -0.220% | - | - |
| Exxon Mobil Corp. | 2.300% | -0.650% | -1.114% | 0.516% |
| Snap-On Inc. | 2.400% | 0.800% | -8.341% | 33.616% |
| Aperam S.A. | 2.500% | 1.840% | 34.996% | 14.583% |
| Kawasaki Kisen Kaisha Ltd | 2.500% | -0.090% | -13.770% | -33.952% |
| Meta Platforms Inc. | 2.500% | -1.310% | -3.346% | 404.226% |
| Rio Tinto plc | 2.800% | -0.690% | 13.571% | -4.207% |
| Eni SpA | 2.800% | 0.550% | 22.506% | 17.301% |
| Alphabet Inc. C | 2.900% | -1.180% | 43.949% | 197.950% |
| Visa Inc. A | 3.000% | 0.560% | -2.210% | 45.544% |
| Berkshire Hathaway Inc. B | 3.500% | 0.720% | -2.139% | 43.920% |
| Friedrich Vorwerk Group SE | 4.400% | -2.750% | - | - |
| Piraeus Port Authority | 4.400% | -1.080% | - | - |
| Steel Dynamics | 5.100% | -1.020% | 33.061% | 40.649% |
| Pulte Group Inc. | 5.800% | 0.110% | 3.558% | 155.971% |
| Asseco Poland S.A. | 10.800% | -0.280% | 136.712% | 234.927% |
| Cash | 11.500% | - | - | - |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Finanzoo Fundamentalanalyse (WF) | -0.007% | 0.934% | 2.687% | 11.769% | 14.805% | 20.443% | 13.203% |
| iShares Nasdaq 100 | -1.960% | -2.686% | -2.409% | 4.267% | 5.826% | 95.368% | 113.857% |
| iShares Core DAX® | -0.720% | 0.734% | -0.964% | 17.910% | 21.029% | 65.510% | 79.153% |
| iShares S&P 500 | -1.150% | -1.346% | -1.510% | 1.615% | 3.704% | 59.132% | 103.980% |
| iShares Nikkei 225® | -1.680% | -2.261% | -4.038% | 10.420% | 12.919% | 42.232% | 30.256% |