Einzelwerte im Finanzoo Fundamentalanalyse
Finanzoo Fundamentalanalyse
Die Anlagestrategie soll auf der Fundamentalanalyse von Unternehmen basieren. Dabei sollen keine zukünftigen Schätzungen berücksichtigt werden. Die Aktien sollen anhand des FScores ausgewählt werden. Der FScore soll das Ergebnis aller berücksichtigten Fundamentaldaten (KGV, KBV, GKR, EKQ, Dividendenzahlungen und dem Kurs-Free-Cash-Flow-Verhältnis) abbilden. Mit dem wikifolio soll versucht werden, den Markt zu schlagen.
Es sollen Aktien weltweit gehandelt werden.
Die Haltedauer soll im Idealfall für immer sein.
EUR5,723.3
Assets under Management
Security ▲ | Anteil | Vortag | YTD | 3y |
---|---|---|---|---|
Akzo Nobel N.V. | 0.000% | 0.030% | -16.644% | -33.040% |
Aperam S.A. | 2.300% | 0.430% | -14.832% | -38.703% |
Archer-Daniels-Midland Co. | 2.000% | -0.130% | -17.515% | 2.555% |
Barratt Developments plc | 1.700% | -0.140% | -12.073% | -25.285% |
Berkshire Hathaway Inc. B | 3.800% | -0.400% | 27.767% | 73.833% |
Eni SpA | 2.700% | 1.570% | -9.293% | 21.204% |
Exxon Mobil Corp. | 2.800% | 1.380% | 19.304% | 106.319% |
Gerdau S.A. Pfd | 1.400% | -1.270% | -27.982% | -21.500% |
Kawasaki Kisen Kaisha Ltd | 3.400% | 0.000% | -64.178% | -69.825% |
Kraft Heinz Co | 2.400% | -0.090% | -3.758% | 0.459% |
Meta Platforms Inc. | 2.700% | -0.100% | 60.419% | 76.244% |
Mitsui O.S.K. Lines | 3.200% | 1.000% | 7.192% | 51.722% |
Occidental Petroleum Corp. | 2.300% | 2.010% | -11.544% | 79.118% |
Proximus NV | 1.000% | -1.580% | -18.252% | -59.167% |
Pulte Group Inc. | 7.800% | -0.310% | 39.645% | 228.507% |
Qualcomm Inc. | 2.400% | -0.790% | 13.532% | 35.064% |
Rio Tinto plc | 3.100% | 0.480% | -4.872% | 10.431% |
SL Green Realty Corp. | 0.000% | 0.220% | 8.650% | -33.974% |
Snap-On Inc. | 2.400% | -1.080% | -0.649% | 44.131% |
Steel Dynamics | 4.500% | 0.120% | 8.493% | 131.208% |
Sumitomo Osaka Cement | 2.400% | -0.780% | 8.475% | 10.345% |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
---|---|---|---|---|---|---|---|
Finanzoo Fundamentalanalyse (WF) | 0.003% | 1.088% | 0.993% | 7.776% | 1.542% | -7.867% | -9.416% |
iShares S&P 500 | -0.270% | 0.479% | 1.068% | 28.585% | 20.073% | 42.511% | 104.758% |
iShares Core DAX® | -0.490% | 1.164% | 1.549% | 24.351% | 14.064% | 23.659% | 52.527% |
iShares Nasdaq 100 | -0.330% | 0.118% | 0.969% | 28.865% | 17.195% | 41.786% | 159.269% |
iShares Nikkei 225® | -0.900% | 1.124% | -1.120% | 17.443% | 11.431% | 6.454% | 28.991% |