Einzelwerte im Stockpicking Worldwide
Stockpicking Worldwide
Es sollen die, meiner Meinung nach, weltweit besten Aktien, ETFs oder Fonds ausgesucht werden. Insofern investieren Sie hier natürlich auch ein wenig in meine Fähigkeit, auch wirklich die besten Titel der Welt zu finden!
Basis meiner Titelauswahl können dabei sowohl fundamentale Daten (wie z.B. Umsatz- und Gewinnentwicklung oder Bewertung im Peer-Group Vergleich) als auch charttechnische und sentiment-technische Analysen sein.
Ich beabsichtige alle möglichen verfügbaren Quellen, in erster Linie natürlich das Internet, zu nutzen. Aber ich lese darüber hinaus auch viele Anlegermagazine, Börsenbriefe und Börsenmagazine.
Grundsätzlich soll die Haltedauer der Positionen mittel- bis langfristig sein.
EUR12,414
Assets under Management
| Security | Anteil | Vortag | YTD ▼ | 3y |
|---|---|---|---|---|
| Arista Networks | 2.600% | 0.030% | 47.581% | 0.666% |
| Trade Desk Inc | 2.300% | 0.580% | 41.107% | 38.789% |
| CTS Eventim AG & Co. KGaA | 2.400% | -2.990% | 34.236% | 58.459% |
| Tencent Holdings Ltd. | 3.600% | 0.930% | 27.883% | -11.008% |
| Uber Technologies Inc | 2.200% | 0.360% | 17.591% | 90.201% |
| Trip.com Group Ltd. ADR | 1.800% | -1.820% | 17.445% | 61.111% |
| Alphabet Inc. C | 2.500% | 0.190% | 17.118% | 24.478% |
| Palo Alto Networks | 2.900% | -0.370% | 16.704% | 196.359% |
| Anglo American plc | 2.800% | 1.760% | 16.243% | -23.266% |
| Paypal Holdings Inc | 2.700% | -0.530% | 12.108% | -72.829% |
| Alibaba Group Holding Ltd ADR | 3.200% | 2.010% | 9.312% | -44.388% |
| CrowdStrike Holdings Inc | 2.000% | 0.750% | 5.157% | 15.879% |
| Walt Disney Co. | 1.700% | 0.010% | -0.967% | -46.496% |
| Salesforce.com | 2.900% | 1.480% | -1.872% | 6.357% |
| Cameco Corp. | 2.100% | 4.550% | -1.881% | 165.666% |
| Shopify Inc | 2.800% | 1.630% | -4.853% | -46.072% |
| Zoom Video Communications Inc | 2.100% | 1.750% | -5.217% | -78.431% |
| Datadog Inc. | 2.200% | 0.960% | -5.807% | -7.093% |
| Workday, Inc. | 2.900% | 11.370% | -6.968% | 12.439% |
| Illumina Inc. | 3.400% | 0.810% | -8.607% | -71.159% |
| Zscaler Inc | 2.500% | -0.120% | -12.195% | -16.573% |
| Rio Tinto plc | 2.300% | 0.250% | -15.877% | -9.952% |
| BHP Group Ltd. | 2.200% | 0.980% | -20.459% | -10.182% |
| Repligen Corp. | 1.800% | 0.710% | -21.748% | -42.097% |
| Twilio Inc | 2.200% | 2.550% | -22.053% | -81.727% |
| Intellia Therapeutics Inc | 1.200% | 2.610% | -27.012% | -84.284% |
| Sartorius AG VZO | 2.600% | 0.710% | -27.456% | -58.197% |
| Baidu Inc. A ADR | 1.900% | -0.650% | -28.545% | -37.007% |
| Weibo Corp. ADR | 2.300% | -0.710% | -29.442% | -84.060% |
| ATOSS Software AG | 1.300% | -1.130% | -32.632% | -23.144% |
| Aumann AG | 1.500% | 0.160% | -33.048% | -28.702% |
| Schrodinger Inc. | 2.500% | 2.650% | -46.985% | - |
| CompuGroup Medical SE & Co. KGaA | 2.600% | 0.130% | -58.619% | -80.276% |
| Fastly Inc. | 1.200% | 1.780% | -65.943% | -84.534% |
| Teladoc Health Inc | 0.900% | 3.360% | -66.812% | -94.615% |
| Alfen | 0.900% | 2.950% | -73.037% | -82.754% |
| Toast Inc. | 1.700% | -0.070% | - | - |
| Airbnb Inc. | 2.600% | 0.770% | - | - |
| Adyen NV | 4.400% | 0.550% | - | - |
| IONOS GROUP SE NA O.N. | 2.100% | - | - | - |
Performance of Stockpicking Worldwide (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Stockpicking Worldwide (WF) | 0.000% | -0.408% | -2.188% | -0.943% | -6.529% | 2.235% | 65.230% |
| iShares S&P 500 | 0.270% | -0.091% | -1.597% | 24.739% | 17.069% | 36.919% | 110.338% |
| iShares Core DAX® | 0.910% | 1.665% | 0.362% | 17.556% | 10.598% | 15.301% | 56.646% |
| iShares Nasdaq 100 | 0.340% | -0.475% | -3.195% | 26.812% | 15.473% | 36.536% | 167.838% |
| iShares Nikkei 225® | 1.370% | 2.620% | 1.174% | 17.273% | 10.776% | 10.880% | 35.959% |