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.
EUR6,399.3
Assets under Management
| Security | Anteil ▼ | Vortag | YTD | 3y |
|---|---|---|---|---|
| Cash | 11.500% | - | - | - |
| Asseco Poland S.A. | 10.800% | -1.640% | 134.009% | 226.935% |
| Pulte Group Inc. | 5.800% | 0.590% | 3.558% | 148.271% |
| Steel Dynamics | 5.100% | -2.830% | 33.061% | 43.994% |
| Friedrich Vorwerk Group SE | 4.400% | 0.860% | - | - |
| Piraeus Port Authority | 4.400% | 0.860% | - | - |
| Berkshire Hathaway Inc. B | 3.500% | 0.990% | -2.139% | 46.901% |
| Visa Inc. A | 3.000% | -0.930% | -2.210% | 48.393% |
| Alphabet Inc. C | 2.900% | -0.790% | 43.949% | 196.315% |
| Eni SpA | 2.800% | -0.060% | 22.506% | 18.499% |
| Rio Tinto plc | 2.800% | -0.420% | 13.571% | -3.010% |
| Kawasaki Kisen Kaisha Ltd | 2.500% | 3.260% | -13.770% | -33.952% |
| Aperam S.A. | 2.500% | 0.060% | 34.996% | 17.384% |
| Meta Platforms Inc. | 2.500% | -0.770% | -3.346% | 382.083% |
| Snap-On Inc. | 2.400% | 1.200% | -8.341% | 37.016% |
| Frosta AG | 2.300% | -0.220% | 49.593% | 62.544% |
| Ssab Ab | 2.300% | -0.940% | - | - |
| Mitsui O.S.K. Lines | 2.300% | 3.090% | -26.525% | 4.464% |
| Exxon Mobil Corp. | 2.300% | -1.210% | -1.114% | 1.525% |
| Qualcomm Inc. | 2.200% | -0.590% | 1.660% | 33.246% |
| Games Workshop Group | 2.200% | 1.080% | 39.585% | 156.416% |
| Monolithic Power Systems | 2.200% | 0.670% | 38.258% | 117.794% |
| Man Group Ltd. | 2.000% | 1.650% | -5.469% | -2.419% |
| T.Rowe Price Group Inc. | 2.000% | -0.860% | -18.634% | -19.528% |
| Thor Industries Inc. | 1.900% | -0.690% | -2.145% | 12.984% |
| Gaztransport Et Technigaz S.A. | 1.800% | 1.120% | 24.400% | 52.517% |
| Nordson Corp. | 1.800% | 0.250% | -0.988% | -10.616% |
| Sumitomo Osaka Cement | 1.700% | 0.000% | 1.508% | -6.481% |
| Occidental Petroleum Corp. | 1.500% | -1.890% | -25.216% | -41.328% |
| Kraft Heinz Co | 1.400% | -0.070% | -28.949% | -44.600% |
| Gerdau S.A. Pfd | 1.300% | 2.700% | 10.949% | -40.889% |
| Proximus NV | 0.900% | -0.500% | 42.626% | -19.037% |
| Semperit AG Holding | 0.800% | -0.150% | 8.194% | -24.150% |
| SL Green Realty Corp. | 0.000% | 2.520% | 8.650% | -33.974% |
| Akzo Nobel N.V. | 0.000% | 0.250% | -0.350% | -12.303% |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Finanzoo Fundamentalanalyse (WF) | 0.000% | 0.219% | 3.245% | 12.235% | 14.009% | 19.704% | 13.009% |
| iShares Nasdaq 100 | -0.370% | -2.686% | -0.146% | 3.810% | 5.826% | 97.467% | 113.116% |
| iShares Core DAX® | -0.150% | 0.734% | 1.458% | 17.980% | 21.029% | 65.292% | 78.197% |
| iShares S&P 500 | -0.350% | -1.346% | 0.467% | 1.970% | 3.704% | 61.093% | 105.680% |
| iShares Nikkei 225® | 0.470% | -2.261% | -2.729% | 11.679% | 12.919% | 39.755% | 29.610% |