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 |
|---|---|---|---|---|
| Xiaomi Corp. | 13.300% | 1.250% | 19.740% | -19.779% |
| Tesla Inc | 7.000% | 0.580% | -19.219% | -7.429% |
| Softcat plc | 6.400% | 0.540% | - | - |
| Spectris plc | 5.600% | 0.580% | -20.275% | -24.348% |
| Alphabet Inc. A | 5.500% | -0.350% | 15.280% | 19.623% |
| Kainos Group plc | 5.500% | - | 0.313% | -44.469% |
| ASML Holding N.V. | 5.400% | 0.090% | 17.245% | 14.083% |
| Kraken Robotics Inc. | 5.400% | 1.920% | 142.353% | 260.140% |
| Amazon.com Inc. | 4.200% | 1.150% | 12.102% | 9.484% |
| IMI plc | 4.000% | 1.890% | 9.617% | 2.913% |
| Tencent Holdings Ltd. | 3.500% | 0.800% | 28.770% | -12.638% |
| Halma plc | 3.300% | 1.050% | 16.090% | -11.922% |
| Smith & Nephew plc | 3.000% | 0.640% | 13.010% | -13.828% |
| Advanced Micro Devices Inc. | 1.800% | -0.260% | -2.839% | 39.165% |
| Yokogawa Electric Corp | 1.800% | 0.800% | 47.059% | 89.394% |
| Microsoft Corp. | 1.800% | 0.910% | 9.678% | 46.820% |
| Ocado Group plc | 1.700% | -2.580% | -53.636% | -83.035% |
| Alibaba Group Holding Ltd ADR | 1.600% | 1.950% | 4.871% | -45.858% |
| Nice Systems Ltd ADR | 1.100% | 1.900% | -13.187% | -36.800% |
| MKS Instruments Inc. | 1.100% | 0.520% | 11.913% | -13.618% |
| Schneider Electric SE | 0.900% | 1.210% | 25.905% | 50.742% |
| Cash | 0.800% | - | - | - |
| Roper Industries Inc. | 0.800% | 1.210% | 1.255% | 23.323% |
| Yaskawa Electric Corp | 0.800% | -1.250% | -19.668% | -27.985% |
| Intuitive Surgical Inc | 0.700% | 1.690% | 43.885% | 50.273% |
| Fanuc Corp. | 0.700% | 3.890% | 0.908% | -26.496% |
| Valmet Oyj | 0.700% | 0.080% | -3.715% | -25.316% |
| Mettler-Toledo Intl | 0.700% | 1.370% | 16.742% | -2.524% |
| Horiba Ltd | 0.600% | - | -13.139% | 1.709% |
| Badger Meter | 0.600% | 1.200% | 30.071% | - |
| Eaton Corp. | 0.600% | 3.080% | 24.862% | 88.658% |
| Mitsubishi Corp. | 0.600% | 1.470% | 29.144% | 125.663% |
| RWE AG ST | 0.600% | 1.660% | -20.764% | -0.853% |
| Baidu Inc. A ADR | 0.600% | 2.020% | -29.384% | -41.769% |
| Honeywell International | 0.500% | 1.680% | -1.035% | -4.359% |
| Aerovironment | 0.500% | 5.500% | 59.826% | 109.459% |
| MBB SE | 0.500% | 1.390% | 7.725% | -26.339% |
| Valneva SE | 0.500% | -1.030% | -31.348% | -80.229% |
| Niu Technologies | 0.400% | 2.740% | -17.805% | -92.217% |
| Belden Inc. | 0.400% | -1.050% | 35.461% | 104.936% |
Performance of Robotics, Automation, Smart Home (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Robotics, Automation, Smart Home (WF) | 0.009% | -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% |