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% |
| Semperit AG Holding | 0.800% | 0.680% | -16.289% | -61.182% |
| Proximus NV | 1.000% | -1.260% | -17.548% | -59.269% |
| Gerdau S.A. Pfd | 1.400% | 6.900% | -28.899% | -22.130% |
| Friedrich Vorwerk Group SE | 1.500% | 1.040% | - | - |
| Frosta AG | 1.600% | -1.640% | -3.846% | -37.107% |
| Barratt Developments plc | 1.700% | 1.130% | -7.287% | -24.485% |
| Ssab Ab | 1.900% | 0.620% | - | - |
| Motor Oil Hellas | 2.000% | 0.290% | -12.680% | 58.801% |
| Archer-Daniels-Midland Co. | 2.000% | 1.240% | -17.531% | 3.523% |
| Occidental Petroleum Corp. | 2.200% | 2.460% | -15.965% | 77.121% |
| Hexpol AB B | 2.300% | -0.630% | -13.931% | -4.282% |
| Aperam S.A. | 2.300% | 0.300% | -17.986% | -43.348% |
| Sumitomo Osaka Cement | 2.300% | -3.200% | 2.542% | 1.681% |
| Man Group Ltd. | 2.400% | 1.550% | -2.941% | 7.056% |
| Snap-On Inc. | 2.400% | 0.810% | -1.374% | 39.374% |
| Kraft Heinz Co | 2.400% | 1.690% | -4.000% | 0.635% |
| Thor Industries Inc. | 2.400% | 3.700% | -8.759% | 2.220% |
| 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% |
| Piraeus Port Authority | 3.400% | 3.100% | 17.699% | 48.603% |
| Berkshire Hathaway Inc. B | 3.800% | 0.780% | 26.670% | 71.294% |
| Steel Dynamics | 4.400% | 1.570% | 4.850% | 112.906% |
| Asseco Poland S.A. | 4.900% | 1.610% | 22.498% | 10.867% |
| Pulte Group Inc. | 7.700% | 0.190% | 37.038% | 210.283% |
| Cash | 17.800% | - | - | - |
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% |