Einzelwerte im It´s the brand stupid!
It´s the brand stupid!
Dieses Wikifolio möchte dem Credo von Warren Buffet folgen und starke Marken zu guten Preisen kaufen, denn die Marke ist meiner Erfahrung nach oft einer der Hauptgründe, dass eine Überrendite erwirtschaftet werden kann.
Das Wikifolio soll also sehr diversifiziert in Firmen und ETF´s mit hohem Markenwert investieren. Dabei soll auch die Entwicklung von Markenindexen und das Suchvolumen der Marke berücksichtigt werden. Firmen mit Marken, die stark an Popularität zulegen, sollen dabei übergewichtet werden, während bekannte Marken, die aber an Markenkraft abnehmen, untergewichtet werden sollen.
Durch die gewünschte Übergewichtung von stark wachsenden Marken, soll das Wikifolio "It´s the brand stupid" auch in kleinere Firmen investieren.
EUR239,863
Assets under Management
| Security | Anteil ▼ | Vortag | YTD | 3y |
|---|---|---|---|---|
| HelloFresh SE | 3.700% | 0.320% | -35.318% | -88.401% |
| Meta Platforms Inc. | 3.000% | -0.210% | 60.419% | 76.244% |
| Hims & Hers Health Inc. | 3.000% | -1.720% | 113.909% | 177.063% |
| Alibaba Group Holding Ltd ADR | 2.900% | 3.530% | 46.132% | -18.138% |
| Interactive Brokers Group Inc. | 2.900% | 0.120% | 66.157% | 124.649% |
| BYD Co. Ltd | 2.900% | 2.820% | 35.247% | 26.180% |
| Pinduoduo Inc. | 2.800% | 4.550% | 0.610% | 73.684% |
| Nu Holdings Ltd. | 2.800% | 0.710% | 61.694% | - |
| Cargurus Inc. | 2.700% | - | 20.909% | 0.758% |
| Robinhood Markets Inc. | 2.600% | 0.400% | 68.828% | - |
| Alphabet Inc. A | 2.600% | -0.490% | 19.116% | 28.306% |
| Spotify Technology SA | 2.500% | -0.370% | 98.131% | 71.616% |
| Prada SpA | 2.400% | -2.320% | 32.211% | 44.943% |
| Amazon.com Inc. | 2.400% | -0.320% | 20.698% | 18.317% |
| Baidu Inc. A ADR | 2.400% | 5.720% | -6.996% | -23.660% |
| LVMH Moët Hennessy Louis Vuitton S.A. | 2.300% | 1.190% | -9.760% | 4.594% |
| Liquidity Services | 2.300% | 1.010% | 31.126% | 4.762% |
| Prosus N.V. | 2.300% | 4.090% | 46.973% | -41.808% |
| Unilever plc | 2.200% | 0.620% | 32.618% | 24.275% |
| Paypal Holdings Inc | 2.200% | -0.160% | 22.467% | -69.296% |
| Nintendo Co. Ltd | 2.100% | -0.540% | 2.900% | 24.196% |
| Lululemon Athletica Inc. | 2.100% | -0.890% | -47.590% | -30.395% |
| Fashionette AG | 2.100% | 2.360% | - | - |
| Wise Plc | 2.100% | -3.360% | -21.337% | -36.944% |
| Rakuten Inc. | 2.000% | -1.430% | 45.324% | -33.368% |
| Villeroy & Boch AG VZ | 2.000% | 0.580% | -4.469% | -25.652% |
| Hugo Boss AG NA | 2.000% | 2.750% | -41.210% | -24.052% |
| Sofi Technologies Inc. | 2.000% | 0.450% | - | - |
| Grab Holdings Limited | 2.000% | -0.290% | 13.882% | - |
| Dropbox Inc | 2.000% | -0.800% | -15.444% | -10.796% |
| HDFC Bank Ltd. ADR | 1.900% | -0.890% | -7.377% | -11.719% |
| Despegar.Com | 1.900% | -0.900% | 24.022% | 6.731% |
| Match Group Inc. | 1.900% | -0.180% | 2.231% | -75.201% |
| Westwing Group AG | 1.800% | -1.530% | -10.706% | -75.221% |
| Visa Inc. A | 1.800% | -0.260% | 6.452% | 26.195% |
| Sixt SE VZO | 1.800% | 0.000% | -22.734% | -34.591% |
| Nestlé S.A.. | 1.800% | - | - | - |
| Edwards Lifesciences Corp. | 1.700% | -0.510% | -15.210% | -39.258% |
| Groupon Inc. | 1.700% | 0.440% | - | - |
| Zoom Video Communications Inc | 1.600% | -0.920% | -6.215% | -73.111% |
Performance of It´s the brand stupid! (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| It´s the brand stupid! (WF) | 0.004% | 2.380% | 4.014% | 16.901% | 12.351% | 0.548% | 51.471% |
| iShares S&P 500 | -0.150% | 0.479% | 1.068% | 28.585% | 20.073% | 42.511% | 104.758% |
| iShares Core DAX® | 0.000% | 1.164% | 1.549% | 24.351% | 14.064% | 23.659% | 52.527% |
| iShares Nasdaq 100 | -0.220% | 0.118% | 0.969% | 28.865% | 17.195% | 41.786% | 159.269% |
| iShares Nikkei 225® | -0.730% | 1.124% | -1.120% | 17.443% | 11.431% | 6.454% | 28.991% |