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 |
|---|---|---|---|---|
| Cash | 17.800% | - | - | - |
| Pulte Group Inc. | 7.700% | 0.190% | 37.038% | 210.283% |
| Asseco Poland S.A. | 4.900% | 1.610% | 22.498% | 10.867% |
| Steel Dynamics | 4.400% | 1.570% | 4.850% | 112.906% |
| Berkshire Hathaway Inc. B | 3.800% | 0.780% | 26.670% | 71.294% |
| Piraeus Port Authority | 3.400% | 3.100% | 17.699% | 48.603% |
| 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% |
| Eni SpA | 2.700% | 1.390% | -11.325% | 22.012% |
| Exxon Mobil Corp. | 2.700% | 2.830% | 14.198% | 104.695% |
| 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% |
| Thor Industries Inc. | 2.400% | 3.700% | -8.759% | 2.220% |
| Snap-On Inc. | 2.400% | 0.810% | -1.374% | 39.374% |
| Man Group Ltd. | 2.400% | 1.550% | -2.941% | 7.056% |
| Sumitomo Osaka Cement | 2.300% | -3.200% | 2.542% | 1.681% |
| Hexpol AB B | 2.300% | -0.630% | -13.931% | -4.282% |
| 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% |
| Motor Oil Hellas | 2.000% | 0.290% | -12.680% | 58.801% |
| Ssab Ab | 1.900% | 0.620% | - | - |
| Barratt Developments plc | 1.700% | 1.130% | -7.287% | -24.485% |
| Frosta AG | 1.600% | -1.640% | -3.846% | -37.107% |
| Friedrich Vorwerk Group SE | 1.500% | 1.040% | - | - |
| Gerdau S.A. Pfd | 1.400% | 6.900% | -28.899% | -22.130% |
| Proximus NV | 1.000% | -1.260% | -17.548% | -59.269% |
| Semperit AG Holding | 0.800% | 0.680% | -16.289% | -61.182% |
| SL Green Realty Corp. | 0.000% | 0.520% | 8.650% | -33.974% |
| Akzo Nobel N.V. | 0.000% | 3.730% | -14.431% | -32.915% |
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% |