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.
EUR174,039
Assets under Management
| Security ▼ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Yokogawa Electric Corp | 1.500% | - | 31.765% | 52.381% |
| Yaskawa Electric Corp | 0.800% | 0.910% | -15.648% | -22.692% |
| Xiaomi Corp. | 16.100% | 2.130% | 53.668% | 18.471% |
| Varta AG | 0.000% | -0.070% | -93.037% | -98.774% |
| Valneva SE | 0.300% | 3.230% | -46.781% | -80.477% |
| Valmet Oyj | 0.800% | 0.610% | 7.468% | -10.342% |
| Tesla Inc | 7.700% | 4.760% | -6.053% | -2.784% |
| Tencent Holdings Ltd. | 4.100% | 2.030% | 59.965% | 6.980% |
| Teledyne Techs | 0.300% | 1.560% | -0.922% | 5.517% |
| Spectris plc | 4.700% | -0.640% | -24.857% | -27.111% |
| Softcat plc | 6.000% | -3.700% | - | - |
| Smith & Nephew plc | 2.700% | 0.110% | 9.007% | -10.310% |
| Siemens AG | 0.300% | 2.040% | 5.802% | 29.447% |
| SGL Carbon SE | 0.200% | 0.380% | -20.122% | -43.261% |
| ServiceNow Inc. | 0.400% | 3.170% | 26.421% | 47.653% |
| Schneider Electric SE | 0.800% | 1.200% | 28.346% | 63.317% |
| Samsung SDI Co. Ltd. GDR | 0.300% | -0.640% | -22.716% | -51.094% |
| RWE AG ST | 0.600% | -1.340% | -21.957% | 4.260% |
| Roper Industries Inc. | 0.800% | -0.100% | 0.850% | 29.134% |
| Rockwell Automation | 0.100% | 1.180% | -15.231% | -6.331% |
| Ocado Group plc | 1.800% | -0.850% | -47.511% | -76.337% |
| Niu Technologies | 0.600% | 4.920% | 19.024% | -87.664% |
| Nice Systems Ltd ADR | 1.000% | 4.000% | -17.582% | -38.017% |
| Mobotix AG | 0.000% | -3.810% | -70.833% | -92.759% |
| MKS Instruments Inc. | 1.000% | 0.930% | -0.316% | -27.200% |
| Mitsubishi Corp. | 0.600% | 0.930% | 30.193% | 108.540% |
| Microsoft Corp. | 1.700% | 0.850% | 11.031% | 51.434% |
| Mettler-Toledo Intl | 0.700% | -0.750% | 22.473% | 13.272% |
| MBB SE | 0.400% | -0.210% | 2.011% | -27.080% |
| Lumentum Holdings Inc | 0.400% | 2.680% | 23.962% | -18.864% |
| Kraken Robotics Inc. | 6.100% | -0.830% | 183.529% | 330.357% |
| Kainos Group plc | 3.900% | -4.900% | -20.063% | -52.225% |
| Johnson Controls International plc | 0.300% | 1.360% | 30.933% | 14.605% |
| iRobot Corp. | 0.000% | 3.670% | -78.123% | -88.922% |
| Intuitive Surgical Inc | 0.700% | 0.310% | 42.446% | 50.103% |
| IMI plc | 3.800% | -0.930% | 10.651% | 13.830% |
| Horiba Ltd | 0.600% | 2.630% | -16.788% | -1.724% |
| Honeywell International | 0.500% | 0.730% | -2.884% | -1.097% |
| Hapag Lloyd AG | 0.200% | -13.550% | 21.476% | -15.978% |
| Halma plc | 3.100% | 0.710% | 15.865% | -7.364% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | -0.013% | 2.027% | 8.914% | 22.610% | 11.858% | 3.810% | 76.945% |
| iShares S&P 500 | 1.190% | 0.394% | 3.118% | 29.456% | 20.209% | 42.672% | 107.877% |
| iShares Core DAX® | 0.950% | -1.471% | 1.895% | 25.178% | 12.751% | 22.236% | 53.974% |
| iShares Nasdaq 100 | 1.620% | -0.486% | 4.395% | 29.415% | 17.516% | 42.175% | 162.244% |
| iShares Nikkei 225® | 1.780% | -2.115% | 2.450% | 20.561% | 11.431% | 6.454% | 30.717% |