Einzelwerte im Stockpicking Worldwide
Stockpicking Worldwide
Es sollen die, meiner Meinung nach, weltweit besten Aktien, ETFs oder Fonds ausgesucht werden. Insofern investieren Sie hier natürlich auch ein wenig in meine Fähigkeit, auch wirklich die besten Titel der Welt zu finden!
Basis meiner Titelauswahl können dabei sowohl fundamentale Daten (wie z.B. Umsatz- und Gewinnentwicklung oder Bewertung im Peer-Group Vergleich) als auch charttechnische und sentiment-technische Analysen sein.
Ich beabsichtige alle möglichen verfügbaren Quellen, in erster Linie natürlich das Internet, zu nutzen. Aber ich lese darüber hinaus auch viele Anlegermagazine, Börsenbriefe und Börsenmagazine.
Grundsätzlich soll die Haltedauer der Positionen mittel- bis langfristig sein.
EUR10,970
Assets under Management
| Security ▼ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Zscaler Inc | 1.700% | -0.680% | 11.759% | 77.679% |
| Zoom Video Communications Inc | 2.000% | -1.510% | -7.570% | 11.426% |
| Workday, Inc. | 2.100% | 0.610% | -27.866% | 10.744% |
| Wix.com Ltd. | 2.000% | -4.240% | -59.778% | 8.732% |
| Weibo Corp. ADR | 2.400% | -2.310% | -6.989% | -50.144% |
| Vertiv Holdings Co. | 2.400% | -2.520% | - | - |
| Upstart Holdings Inc. | 1.900% | -1.290% | -38.747% | 162.219% |
| Uber Technologies Inc | 1.900% | -0.960% | 20.017% | 181.837% |
| Twilio Inc | 2.000% | 0.850% | 10.635% | 151.950% |
| Trip.com Group Ltd. ADR | 2.100% | 0.830% | -8.955% | 87.117% |
| Toast Inc. | 1.600% | -0.470% | - | - |
| Trade Desk Inc | 1.100% | -1.280% | -73.147% | -30.019% |
| Tencent Holdings Ltd. | 2.300% | -1.080% | 27.785% | 71.817% |
| Super Micro Computer Inc. | 0.700% | -1.990% | -11.152% | 251.184% |
| Southern Copper | 2.500% | -2.080% | 38.024% | 117.175% |
| Snowflake Inc. | 1.900% | -1.810% | - | - |
| Shopify Inc | 2.300% | -1.490% | 33.562% | 297.081% |
| ServiceNow Inc. | 1.800% | 0.750% | -36.311% | 72.538% |
| Sartorius AG VZO | 2.500% | -0.790% | 12.822% | -32.427% |
| Salesforce.com | 1.900% | -0.740% | -32.518% | 76.368% |
| Rubrik Inc. | 2.300% | -1.440% | - | - |
| Rio Tinto plc | 2.200% | -0.280% | 13.465% | -2.410% |
| Repligen Corp. | 1.600% | -0.790% | -1.572% | -12.993% |
| Pure Storage Inc | 2.000% | -0.900% | -1.921% | 116.213% |
| Ping An Insurance Group Co of China Ltd | 2.400% | -1.700% | 24.912% | 17.932% |
| Palo Alto Networks | 2.200% | -0.710% | -10.238% | 10.093% |
| Micron Technology Inc. | 2.100% | -1.810% | 141.057% | 312.383% |
| IONOS GROUP SE NA O.N. | 1.800% | - | - | - |
| Intuitive Surgical Inc | 2.600% | -0.240% | -6.307% | 89.249% |
| Intuit Inc. | 1.900% | -0.360% | -8.071% | 49.170% |
| Illumina Inc. | 2.700% | -0.490% | -10.954% | -41.241% |
| Fastly Inc. | 1.500% | -1.300% | -3.280% | 4.832% |
| Datadog Inc. | 2.100% | -0.330% | -12.357% | 63.989% |
| CTS Eventim AG & Co. KGaA | 2.100% | -0.130% | -6.040% | 24.696% |
| CrowdStrike Holdings Inc | 2.000% | -1.210% | 23.596% | 283.198% |
| Coupang Inc. | 1.600% | -2.370% | -3.181% | 34.889% |
| CompuGroup Medical SE & Co. KGaA | 3.400% | 0.630% | - | - |
| Cloudflare Inc. | 2.300% | -1.400% | - | - |
| Cash | 1.500% | - | - | - |
| Cameco Corp. | 2.100% | -0.930% | 53.126% | 274.009% |
Performance of Stockpicking Worldwide (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Stockpicking Worldwide (WF) | -0.015% | -2.015% | -1.529% | -0.002% | 3.533% | 36.154% | 50.469% |
| iShares Nasdaq 100 | -0.900% | -3.088% | -0.762% | 3.169% | 5.173% | 101.814% | 109.625% |
| iShares Core DAX® | -0.350% | 0.795% | 1.458% | 17.980% | 21.029% | 69.888% | 75.297% |
| iShares S&P 500 | -0.580% | -1.393% | 0.199% | 1.698% | 3.428% | 63.763% | 102.881% |
| iShares Nikkei 225® | -0.510% | -0.952% | -2.268% | 12.208% | 13.454% | 45.300% | 29.704% |