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 |
---|---|---|---|---|
Pulte Group Inc. | 7.700% | 0.190% | 37.038% | 210.283% |
Steel Dynamics | 4.400% | 1.570% | 4.850% | 112.906% |
Berkshire Hathaway Inc. B | 3.800% | 0.780% | 26.670% | 71.294% |
Kawasaki Kisen Kaisha Ltd | 3.300% | -3.590% | -65.143% | -78.310% |
Mitsui O.S.K. Lines | 3.200% | -4.690% | 4.413% | 26.084% |
Rio Tinto plc | 3.100% | 0.820% | -5.466% | 9.177% |
Visa Inc. A | 2.800% | 1.560% | 4.626% | 25.599% |
Exxon Mobil Corp. | 2.700% | 2.830% | 14.198% | 104.695% |
Eni SpA | 2.700% | 1.390% | -11.325% | 22.012% |
Meta Platforms Inc. | 2.600% | 0.040% | 56.507% | 68.106% |
Qualcomm Inc. | 2.500% | -1.360% | 15.472% | 33.544% |
T.Rowe Price Group Inc. | 2.500% | 0.350% | -0.628% | -45.861% |
Kraft Heinz Co | 2.400% | 1.690% | -4.000% | 0.635% |
Snap-On Inc. | 2.400% | 0.810% | -1.374% | 39.374% |
Sumitomo Osaka Cement | 2.300% | -3.200% | 2.542% | 1.681% |
Aperam S.A. | 2.300% | 0.300% | -17.986% | -43.348% |
Occidental Petroleum Corp. | 2.200% | 2.460% | -15.965% | 77.121% |
Archer-Daniels-Midland Co. | 2.000% | 1.240% | -17.531% | 3.523% |
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% |