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.
EUR5,688.3
Assets under Management
Security | Anteil ▲ | Vortag | YTD | 3y |
---|---|---|---|---|
SL Green Realty Corp. | 0.000% | 0.520% | 8.650% | -33.974% |
Akzo Nobel N.V. | 0.000% | 3.730% | -14.431% | -32.915% |
Proximus NV | 1.000% | -1.260% | -17.548% | -59.269% |
Gerdau S.A. Pfd | 1.400% | 6.900% | -28.899% | -22.130% |
Barratt Developments plc | 1.700% | 1.130% | -7.287% | -24.485% |
Archer-Daniels-Midland Co. | 2.000% | 1.240% | -17.531% | 3.523% |
Occidental Petroleum Corp. | 2.200% | 2.460% | -15.965% | 77.121% |
Aperam S.A. | 2.300% | 0.300% | -17.986% | -43.348% |
Sumitomo Osaka Cement | 2.300% | -3.200% | 2.542% | 1.681% |
Snap-On Inc. | 2.400% | 0.810% | -1.374% | 39.374% |
Kraft Heinz Co | 2.400% | 1.690% | -4.000% | 0.635% |
Qualcomm Inc. | 2.500% | -1.360% | 15.472% | 33.544% |
T.Rowe Price Group Inc. | 2.500% | 0.350% | -0.628% | -45.861% |
Meta Platforms Inc. | 2.600% | 0.040% | 56.507% | 68.106% |
Eni SpA | 2.700% | 1.390% | -11.325% | 22.012% |
Exxon Mobil Corp. | 2.700% | 2.830% | 14.198% | 104.695% |
Visa Inc. A | 2.800% | 1.560% | 4.626% | 25.599% |
Rio Tinto plc | 3.100% | 0.820% | -5.466% | 9.177% |
Mitsui O.S.K. Lines | 3.200% | -4.690% | 4.413% | 26.084% |
Kawasaki Kisen Kaisha Ltd | 3.300% | -3.590% | -65.143% | -78.310% |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
---|---|---|---|---|---|---|---|
Finanzoo Fundamentalanalyse (WF) | 0.004% | 1.230% | 0.964% | 7.254% | 0.756% | -9.587% | -10.755% |
iShares S&P 500 | -0.060% | 0.557% | 2.222% | 27.662% | 19.642% | 40.483% | 102.690% |
iShares Core DAX® | 0.670% | 3.523% | 3.763% | 26.705% | 15.247% | 22.165% | 53.059% |
iShares Nasdaq 100 | -0.410% | 1.026% | 2.380% | 29.587% | 17.539% | 39.491% | 160.394% |
iShares Nikkei 225® | -2.870% | -0.063% | 0.000% | 15.214% | 10.636% | 2.291% | 28.516% |