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.
EUR1,210,817
Assets under Management
| Security | Anteil | Vortag | YTD | 3y ▼ |
|---|---|---|---|---|
| Ernst Russ AG | 4.600% | 2.620% | 69.042% | 184.298% |
| Elmos Semiconductor AG | 1.500% | 0.480% | 12.838% | 145.228% |
| M1 Kliniken AG | 2.700% | 0.250% | 79.730% | 99.900% |
| Mutares SE & Co. KgaA | 2.400% | -0.120% | 15.700% | 67.967% |
| Bijou Brigitte | 2.400% | 1.140% | 8.148% | 52.613% |
| Envitec Biogas | 1.000% | -0.870% | -10.594% | 36.759% |
| GFT Technologies AG | 1.000% | 1.810% | -11.538% | 35.961% |
| Energiekontor | 1.600% | 0.850% | -14.904% | 27.798% |
| Einhell Germany VZO | 3.100% | -3.030% | 5.025% | 15.811% |
| ProCredit Holding AG & Co KGaA | 2.000% | -0.400% | 22.906% | 15.242% |
| Strabag SE | 1.200% | 0.490% | -0.243% | 14.167% |
| MPH Health Care AG | 6.600% | 2.820% | 71.084% | 10.078% |
| Datron AG | 1.300% | 1.550% | -5.392% | 6.044% |
| Ecotel Communication AG | 0.500% | -1.630% | -11.304% | 4.795% |
| Freenet AG | 1.100% | 0.350% | -8.603% | 4.702% |
| Villeroy & Boch AG VZ | 0.600% | 2.620% | -4.190% | 2.695% |
| It Competence Group | 2.600% | -5.070% | 8.943% | 0.752% |
| Mueller-Die Lila Logistik | 0.500% | 6.670% | 11.504% | -0.787% |
| Init Innovation In Traffic Systems SE | 0.700% | 0.000% | 32.119% | -1.481% |
| Kontron AG | 3.800% | 0.990% | -5.937% | -2.687% |
| Qingdao Haier Co., Ltd | 5.300% | -0.820% | 41.170% | -5.504% |
| Francotyp-Postalia | 1.500% | -1.550% | -10.638% | -9.025% |
| Tradegate AG | 0.800% | -0.900% | 0.000% | -9.388% |
| CR Capital Real Estate AG | 2.700% | 1.390% | 4.364% | -9.748% |
| Sektkellerei Schloss Wachenheim AG | 1.800% | -0.640% | -3.681% | -10.286% |
| Funkwerk AG | 0.600% | 0.470% | -2.727% | -14.400% |
| Berentzen Gruppe AG | 0.400% | 0.760% | -10.085% | -14.610% |
| Gesco AG NA | 1.000% | 0.840% | -5.067% | -17.972% |
| JOST Werke | 1.800% | 0.550% | 2.834% | -18.288% |
| Frosta AG | 1.000% | 1.490% | 7.372% | -19.082% |
| Maschinenfabrik Berthold Hermle AG | 0.800% | 0.000% | 5.069% | -20.000% |
| Technotrans AG NA O.N. | 1.800% | -0.470% | -2.765% | -21.269% |
| Scherzer U. Co. AG | 1.600% | -0.890% | -0.893% | -23.448% |
| adesso SE | 1.100% | -0.830% | -10.595% | -24.726% |
| KWS Saat SE & Co. KGaA | 1.700% | 1.390% | 8.052% | -24.870% |
| SNP Schneider-Neureither & Partner AG | 0.700% | 3.720% | 9.069% | -26.645% |
| Amadeus FiRe AG | 1.600% | 0.180% | -10.373% | -26.948% |
| Nynomic AG | 1.300% | 0.340% | -6.897% | -27.737% |
| Uzin Utz AG | 1.100% | -2.890% | 9.502% | -33.699% |
| Shop Apotheke Europe NV | 0.800% | 3.940% | -20.746% | -33.947% |
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 | 0.120% | -0.013% | 3.020% | 28.126% | 13.045% | 48.476% | 107.542% |
| iShares Core DAX® | 0.170% | -0.654% | 1.989% | 14.984% | 10.441% | 18.052% | 51.083% |
| iShares Nasdaq 100 | 0.090% | 0.903% | 5.664% | 36.140% | 12.856% | 58.351% | 168.891% |
| iShares Nikkei 225® | 0.000% | -0.740% | -1.363% | 10.792% | 6.545% | 6.321% | 33.057% |