Einzelwerte im Robotics, Automation, Smart Home
Robotics, Automation, Smart Home
Menschliche Arbeitskraft wird meiner Meinung nach zunehmend durch Roboter und automatisierte Systeme ersetzt. Das vernetzte Zuhause hilft beim Stromsparen. Dieses Wikifolio soll in die meines Erachtens Zukunftsmärkte Robotik und Smart Home investieren. Als Strategie soll ein reiner Growth-Ansatz verfolgt werden, der meiner Ansicht nach in diesen Branchentypen eine bessere Performance erwarten lässt als ein Value-Ansatz oder eine moderne Portfoliotheorie nach Markowitz, die rein auf Erwartungswerte und Schwankungen von Aktien in der Vergangenheit beruhen.
Die Strategie kann mit Aktien, ausgewählten ETFs oder Anlagezertifikaten umgesetzt werden.
Einige der Unternehmen befinden sich meiner Meinung nach am Beginn ihrer Wachstumsphase, deshalb soll der Anlagehorizont mittel- bis langfristig sein.
EUR169,590
Assets under Management
| Security | Anteil | Vortag | YTD ▼ | 3y |
|---|---|---|---|---|
| Kraken Robotics Inc. | 5.500% | 1.920% | 142.353% | 260.140% |
| Aerovironment | 0.500% | 5.500% | 59.826% | 109.459% |
| Yokogawa Electric Corp | 1.800% | 2.460% | 47.059% | 89.394% |
| Intuitive Surgical Inc | 0.700% | 1.690% | 43.885% | 50.273% |
| Belden Inc. | 0.400% | 1.600% | 35.461% | 104.936% |
| General Electric Co. | 0.300% | 1.290% | 34.764% | 74.561% |
| Fuji Electric Co. Ltd. | 0.300% | - | 34.715% | 47.727% |
| Badger Meter | 0.600% | 1.200% | 30.071% | - |
| Mitsubishi Corp. | 0.600% | 1.470% | 29.144% | 125.663% |
| Tencent Holdings Ltd. | 3.500% | 0.800% | 28.770% | -12.638% |
| Schneider Electric SE | 0.900% | 1.210% | 25.905% | 50.742% |
| Eaton Corp. | 0.600% | 3.080% | 24.862% | 88.658% |
| Johnson Controls International plc | 0.300% | 1.210% | 23.253% | 1.342% |
| Xiaomi Corp. | 13.300% | 1.250% | 19.740% | -19.779% |
| ServiceNow Inc. | 0.400% | 3.440% | 17.881% | 40.093% |
| ASML Holding N.V. | 5.400% | 0.090% | 17.245% | 14.083% |
| Flowserve Corp. | 0.400% | -0.460% | 17.204% | 32.603% |
| Mettler-Toledo Intl | 0.700% | 1.370% | 16.742% | -2.524% |
| Halma plc | 3.300% | 1.050% | 16.090% | -11.922% |
| Alphabet Inc. A | 5.500% | -0.350% | 15.280% | 19.623% |
| Smith & Nephew plc | 3.000% | 0.640% | 13.010% | -13.828% |
| Amazon.com Inc. | 4.100% | 1.150% | 12.102% | 9.484% |
| MKS Instruments Inc. | 1.100% | 0.520% | 11.913% | -13.618% |
| Microsoft Corp. | 1.800% | 0.910% | 9.678% | 46.820% |
| IMI plc | 4.000% | - | 9.617% | 2.913% |
| MBB SE | 0.500% | 1.390% | 7.725% | -26.339% |
| Hapag Lloyd AG | 0.200% | 0.690% | 7.675% | -26.499% |
| Emerson Electric Company | 0.100% | 1.590% | 7.050% | 5.845% |
| Lumentum Holdings Inc | 0.300% | 0.350% | 6.022% | -30.738% |
| Alibaba Group Holding Ltd ADR | 1.500% | 1.950% | 4.871% | -45.858% |
| Roper Industries Inc. | 0.800% | 1.210% | 1.255% | 23.323% |
| Fanuc Corp. | 0.700% | 3.890% | 0.908% | -26.496% |
| Kainos Group plc | 5.500% | 0.790% | 0.313% | -44.469% |
| Fortive Corp | 0.200% | -0.580% | 0.090% | 5.987% |
| Siemens AG | 0.300% | 0.690% | -0.200% | 20.196% |
| Honeywell International | 0.500% | 1.680% | -1.035% | -4.359% |
| Advanced Micro Devices Inc. | 1.800% | -0.260% | -2.839% | 39.165% |
| Valmet Oyj | 0.700% | 0.080% | -3.715% | -25.316% |
| Teledyne Techs | 0.300% | -0.110% | -4.682% | -0.906% |
| Cognex Corp. | 0.100% | 3.700% | -6.156% | -52.209% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | -0.007% | -0.590% | -1.299% | 8.229% | 3.722% | -6.562% | 63.096% |
| iShares S&P 500 | 0.340% | 0.746% | 0.171% | 23.802% | 17.574% | 37.315% | 104.254% |
| iShares Core DAX® | 0.370% | 2.147% | 2.681% | 17.410% | 11.967% | 16.694% | 54.558% |
| iShares Nasdaq 100 | 0.410% | -0.578% | -0.816% | 24.107% | 14.463% | 34.957% | 155.561% |
| iShares Nikkei 225® | 0.420% | 0.635% | 3.079% | 16.921% | 11.127% | 11.023% | 36.218% |