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.
EUR10,940
Assets under Management
| Security | Anteil ▲ | Vortag | YTD | 3y |
|---|---|---|---|---|
| Super Micro Computer Inc. | 0.700% | 1.490% | -15.379% | 232.288% |
| Alfen | 0.700% | -0.290% | -11.322% | -87.914% |
| Trade Desk Inc | 1.100% | 1.340% | -72.384% | -27.195% |
| Astera Labs Inc. | 1.100% | 2.500% | - | - |
| Cash | 1.500% | - | - | - |
| Coupang Inc. | 1.500% | -0.210% | -9.532% | 26.816% |
| Fastly Inc. | 1.500% | 0.420% | -6.165% | 0.365% |
| Repligen Corp. | 1.600% | -0.790% | -1.572% | -11.506% |
| Alibaba Group Holding Ltd ADR | 1.700% | 0.640% | 54.815% | 53.114% |
| Zscaler Inc | 1.700% | 1.470% | 9.991% | 78.924% |
| Toast Inc. | 1.700% | 1.610% | - | - |
| Upstart Holdings Inc. | 1.800% | 0.220% | -39.959% | 165.161% |
| Arista Networks Inc. | 1.800% | 1.070% | -2.725% | - |
| ServiceNow Inc. | 1.800% | 1.220% | -34.804% | 78.921% |
| IONOS GROUP SE NA O.N. | 1.800% | - | - | - |
| BHP Group Ltd. | 1.900% | 0.640% | 6.564% | -12.864% |
| Snowflake Inc. | 1.900% | 0.960% | - | - |
| CrowdStrike Holdings Inc | 1.900% | 0.990% | 19.291% | 280.175% |
| Intuit Inc. | 1.900% | 0.230% | -7.064% | 54.996% |
| Uber Technologies Inc | 1.900% | 0.620% | 16.107% | 175.046% |
| Twilio Inc | 2.000% | 0.350% | 15.059% | 162.084% |
| Datadog Inc. | 2.000% | 0.790% | -15.547% | 58.471% |
| Salesforce.com | 2.000% | 0.450% | -31.490% | 81.567% |
| Cameco Corp. | 2.000% | 0.840% | 44.910% | 252.904% |
| Pure Storage Inc | 2.000% | 0.500% | -6.394% | 109.219% |
| CTS Eventim AG & Co. KGaA | 2.100% | 0.390% | -6.467% | 25.965% |
| Wix.com Ltd. | 2.100% | 0.590% | -57.176% | 15.992% |
| Micron Technology Inc. | 2.100% | 10.130% | 129.215% | 291.208% |
| Zoom Video Communications Inc | 2.100% | 1.030% | -5.084% | 14.682% |
| Trip.com Group Ltd. ADR | 2.100% | -0.810% | -8.209% | 86.930% |
| Tencent Holdings Ltd. | 2.200% | 2.720% | 25.899% | 69.948% |
| Workday, Inc. | 2.200% | -0.050% | -27.424% | 11.274% |
| Vertiv Holdings Co. | 2.200% | 2.660% | - | - |
| Rubrik Inc. | 2.200% | 0.000% | - | - |
| Palo Alto Networks | 2.200% | 0.470% | -11.328% | 9.611% |
| Amazon.com Inc. | 2.200% | 0.920% | -11.064% | 127.273% |
| Anglo American Plc | 2.300% | 0.610% | - | - |
| Cloudflare Inc. | 2.300% | 0.330% | - | - |
| Alphabet Inc. C | 2.300% | 1.080% | 38.154% | 195.990% |
| Rio Tinto plc | 2.300% | -0.260% | 16.232% | 0.258% |
Performance of Stockpicking Worldwide (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Stockpicking Worldwide (WF) | -0.011% | -3.889% | -1.636% | -2.009% | 1.920% | 35.085% | 46.968% |
| iShares Nasdaq 100 | 0.930% | -4.714% | -1.810% | 0.450% | 3.506% | 100.066% | 105.423% |
| iShares Core DAX® | 0.500% | -1.212% | 1.925% | 17.589% | 19.592% | 68.786% | 69.799% |
| iShares S&P 500 | 0.550% | -2.744% | -0.448% | 0.320% | 2.097% | 63.222% | 100.160% |
| iShares Nikkei 225® | 0.650% | -2.976% | -2.660% | 10.156% | 10.677% | 43.024% | 26.797% |