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 |
|---|---|---|---|---|
| Xiaomi Corp. | 16.100% | 2.130% | 53.668% | 18.471% |
| Tesla Inc | 7.700% | 4.760% | -6.053% | -2.784% |
| Kraken Robotics Inc. | 6.100% | -0.830% | 183.529% | 330.357% |
| Softcat plc | 6.000% | -3.700% | - | - |
| Alphabet Inc. A | 5.300% | 0.600% | 18.800% | 27.966% |
| ASML Holding N.V. | 4.800% | 0.840% | 10.009% | 17.665% |
| Spectris plc | 4.700% | -0.640% | -24.857% | -27.111% |
| Amazon.com Inc. | 4.200% | 2.030% | 19.313% | 16.960% |
| Tencent Holdings Ltd. | 4.100% | 2.030% | 59.965% | 6.980% |
| Kainos Group plc | 3.900% | -4.900% | -20.063% | -52.225% |
| IMI plc | 3.800% | -0.930% | 10.651% | 13.830% |
| Halma plc | 3.100% | 0.710% | 15.865% | -7.364% |
| Smith & Nephew plc | 2.700% | 0.110% | 9.007% | -10.310% |
| Alibaba Group Holding Ltd ADR | 2.100% | 1.560% | 46.991% | -17.657% |
| Advanced Micro Devices Inc. | 1.900% | 5.210% | 8.947% | 66.750% |
| Ocado Group plc | 1.800% | -0.850% | -47.511% | -76.337% |
| Microsoft Corp. | 1.700% | 0.850% | 11.031% | 51.434% |
| Yokogawa Electric Corp | 1.500% | - | 31.765% | 52.381% |
| MKS Instruments Inc. | 1.000% | 0.930% | -0.316% | -27.200% |
| Nice Systems Ltd ADR | 1.000% | 4.000% | -17.582% | -38.017% |
| Yaskawa Electric Corp | 0.800% | 0.910% | -15.648% | -22.692% |
| Schneider Electric SE | 0.800% | 1.200% | 28.346% | 63.317% |
| Baidu Inc. A ADR | 0.800% | 0.900% | -6.996% | -23.660% |
| Valmet Oyj | 0.800% | 0.610% | 7.468% | -10.342% |
| Roper Industries Inc. | 0.800% | -0.100% | 0.850% | 29.134% |
| Mettler-Toledo Intl | 0.700% | -0.750% | 22.473% | 13.272% |
| Intuitive Surgical Inc | 0.700% | 0.310% | 42.446% | 50.103% |
| Niu Technologies | 0.600% | 4.920% | 19.024% | -87.664% |
| Mitsubishi Corp. | 0.600% | 0.930% | 30.193% | 108.540% |
| RWE AG ST | 0.600% | -1.340% | -21.957% | 4.260% |
| Fanuc Corp. | 0.600% | 0.510% | -3.028% | -32.060% |
| Badger Meter | 0.600% | 1.010% | 40.851% | - |
| Horiba Ltd | 0.600% | 2.630% | -16.788% | -1.724% |
| Eaton Corp. | 0.600% | 2.460% | 35.468% | 127.224% |
| Flowserve Corp. | 0.500% | 1.280% | 25.806% | 53.392% |
| Honeywell International | 0.500% | 0.730% | -2.884% | -1.097% |
| Cash | 0.500% | - | - | - |
| Aerovironment | 0.500% | 3.460% | 58.304% | 142.572% |
| ServiceNow Inc. | 0.400% | 3.170% | 26.421% | 47.653% |
| Carl Zeiss Meditec AG | 0.400% | 3.510% | -32.154% | -59.065% |
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% |