Einzelwerte im Aschenputtell
Aschenputtell
Die Entscheidung erfolgt auf Basis aktueller Nachrichten sowie fundamentaler Analysen.
Strategie:
- es soll in ausgesuchte Nebenwerte aus dem deutschsprachigen Raum investiert werden,
- dabei soll auf eine beständig breite Streuung (ca. 15-20 verschiedene Titel) geachtet werden.
- Es soll nicht versucht werden, den Gesamtmarkt zu timen oder die Cashquote entsprechend der Markterwartung zu steuern.
- Der Portfolioaufbau soll langsam über Staffelkäufe und -verkäufe erfolgen.
- Aktien mit positiven Nachrichtenfluss, niedriger Bewertung und hohen Dividenden sollen bevorzugt werden.
Ziel:
Es wird versucht, eine zweistellige Rendite per annum auf Sicht mehrerer Jahre zu erzielen. Verlustjahre werden bewusst in Kauf genommen.
EUR1,209,080
Assets under Management
| Security ▲ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| 2G Energy AG | 2.300% | 2.970% | 14.790% | -71.739% |
| adesso SE | 1.100% | -1.640% | -10.595% | -24.726% |
| Amadeus FiRe AG | 1.600% | 0.540% | -10.373% | -26.948% |
| BayWa AG VNA | 1.400% | -0.220% | -26.485% | -43.317% |
| Berentzen Gruppe AG | 0.400% | -3.640% | -10.085% | -14.610% |
| Bijou Brigitte | 2.400% | -0.800% | 8.148% | 52.613% |
| CR Capital Real Estate AG | 2.700% | -0.690% | 4.364% | -9.748% |
| Datron AG | 1.300% | 1.550% | -5.392% | 6.044% |
| Delticom AG | 0.400% | 2.370% | 54.128% | -55.556% |
| Ecotel Communication AG | 0.500% | 2.680% | -11.304% | 4.795% |
| Einhell Germany VZO | 3.100% | 0.810% | 5.025% | 15.811% |
| Elmos Semiconductor AG | 1.500% | 2.350% | 12.838% | 145.228% |
| Energiekontor | 1.600% | -1.810% | -14.904% | 27.798% |
| Envitec Biogas | 1.000% | 0.580% | -10.594% | 36.759% |
| Ernst Russ AG | 4.600% | 0.870% | 69.042% | 184.298% |
| Francotyp-Postalia | 1.500% | -1.550% | -10.638% | -9.025% |
| Freenet AG | 1.100% | -0.520% | -8.603% | 4.702% |
| Frosta AG | 1.000% | 1.490% | 7.372% | -19.082% |
| Funkwerk AG | 0.600% | -1.860% | -2.727% | -14.400% |
| Gesco AG NA | 1.000% | -1.910% | -5.067% | -17.972% |
| GFT Technologies AG | 1.000% | -0.360% | -11.538% | 35.961% |
| Grenke AG | 1.500% | -2.310% | -15.030% | -45.135% |
| Hawesko Holding AG | 1.800% | -1.320% | -5.047% | -43.843% |
| Altira AG | 0.600% | -2.750% | 9.744% | -51.584% |
| Init Innovation In Traffic Systems SE | 0.700% | 1.530% | 32.119% | -1.481% |
| InnoTec TSS AG | 1.700% | -2.050% | 2.770% | -47.191% |
| JOST Werke | 1.800% | 0.880% | 2.834% | -18.288% |
| KWS Saat SE & Co. KGaA | 1.700% | 0.350% | 8.052% | -24.870% |
| M1 Kliniken AG | 2.700% | 8.990% | 79.730% | 99.900% |
| Maschinenfabrik Berthold Hermle AG | 0.800% | 0.000% | 5.069% | -20.000% |
| MPH Health Care AG | 6.600% | 9.920% | 71.084% | 10.078% |
| Mueller-Die Lila Logistik | 0.500% | 6.670% | 11.504% | -0.787% |
| Mutares SE & Co. KgaA | 2.400% | 1.990% | 15.700% | 67.967% |
| Nynomic AG | 1.300% | 0.340% | -6.897% | -27.737% |
| Versiko AG NA VZO | 0.600% | 1.280% | -1.242% | -42.391% |
| Scherzer U. Co. AG | 1.600% | -0.890% | -0.893% | -23.448% |
| Sektkellerei Schloss Wachenheim AG | 1.800% | 0.640% | -3.681% | -10.286% |
| Sino AG | 1.600% | 1.530% | 34.014% | - |
| SNP Schneider-Neureither & Partner AG | 0.700% | 1.100% | 9.069% | -26.645% |
| Technotrans AG NA O.N. | 1.800% | -3.620% | -2.765% | -21.269% |
Performance of Aschenputtell (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Aschenputtell (WF) | 0.005% | 0.494% | 6.821% | 4.023% | 7.424% | -13.646% | 40.504% |
| iShares S&P 500 | -0.590% | -0.013% | 3.020% | 28.126% | 13.045% | 48.476% | 107.542% |
| iShares Core DAX® | -0.370% | -0.654% | 1.989% | 14.984% | 10.441% | 18.052% | 51.083% |
| iShares Nasdaq 100 | -0.400% | 0.903% | 5.664% | 36.140% | 12.856% | 58.351% | 168.891% |
| iShares Nikkei 225® | -0.390% | -0.740% | -1.363% | 10.792% | 6.545% | 6.321% | 33.057% |