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.
EUR5,746.9
Assets under Management
| Security ▲ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Akzo Nobel N.V. | 0.000% | -0.430% | -13.657% | -36.993% |
| Aperam S.A. | 2.200% | 0.150% | -18.047% | -42.117% |
| Archer-Daniels-Midland Co. | 2.100% | -0.260% | -13.083% | 1.851% |
| Asseco Poland S.A. | 4.700% | -0.990% | 21.043% | 31.662% |
| Barratt Developments plc | 1.800% | 0.890% | -6.159% | -31.417% |
| Berkshire Hathaway Inc. B | 3.500% | 0.950% | 18.646% | 61.286% |
| Cash | 17.000% | - | - | - |
| Eni SpA | 2.900% | -0.480% | -3.728% | 42.354% |
| Exxon Mobil Corp. | 2.800% | 1.380% | 21.197% | 115.246% |
| Frosta AG | 1.700% | -3.010% | 4.167% | -22.249% |
| Friedrich Vorwerk Group SE | 1.000% | -0.360% | - | - |
| Gerdau S.A. Pfd | 1.600% | -1.120% | -18.807% | -29.200% |
| Hexpol AB B | 2.600% | -0.180% | -0.992% | 7.912% |
| Kawasaki Kisen Kaisha Ltd | 3.300% | 1.740% | -64.666% | - |
| Kraft Heinz Co | 2.500% | -0.180% | 0.318% | -8.118% |
| Man Group Ltd. | 2.800% | -0.660% | 11.765% | 52.687% |
| Meta Platforms Inc. | 2.200% | -0.470% | 33.682% | 67.245% |
| Mitsui O.S.K. Lines | 3.100% | -1.810% | 3.231% | - |
| Motor Oil Hellas | 2.600% | -0.220% | 14.962% | 100.886% |
| Occidental Petroleum Corp. | 2.800% | 1.020% | 7.261% | 168.832% |
| Piraeus Port Authority | 3.100% | -2.870% | 4.867% | 18.500% |
| Proximus NV | 1.100% | 0.340% | -13.319% | -57.279% |
| Pulte Group Inc. | 6.500% | -0.110% | 17.076% | 129.686% |
| Qualcomm Inc. | 2.900% | 0.490% | 35.127% | 67.016% |
| Rio Tinto plc | 3.300% | 2.210% | 0.059% | -10.053% |
| Semperit AG Holding | 0.800% | -0.850% | -16.856% | -68.398% |
| SL Green Realty Corp. | 0.000% | -0.650% | 8.650% | -33.974% |
| Snap-On Inc. | 2.300% | 0.780% | -2.023% | 23.295% |
| Ssab Ab | 2.200% | -0.180% | - | - |
| Steel Dynamics | 4.700% | 0.130% | 14.477% | 130.280% |
| Sumitomo Osaka Cement | 2.100% | - | -4.237% | -7.377% |
| Thor Industries Inc. | 2.200% | -1.820% | -14.500% | -13.942% |
| T.Rowe Price Group Inc. | 2.700% | 0.300% | 8.813% | -31.797% |
| Visa Inc. A | 2.900% | -0.020% | 9.338% | 38.257% |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Finanzoo Fundamentalanalyse (WF) | 0.000% | 0.306% | 2.520% | 11.640% | 2.179% | -10.865% | -10.609% |
| iShares S&P 500 | 0.060% | 0.640% | 3.649% | 28.752% | 13.144% | 47.932% | 102.604% |
| iShares Core DAX® | 0.140% | -0.383% | 5.021% | 16.188% | 11.282% | 19.224% | 48.666% |
| iShares Nasdaq 100 | -0.180% | 1.248% | 4.007% | 36.579% | 11.731% | 57.508% | 156.732% |
| iShares Nikkei 225® | 0.220% | 0.525% | -0.109% | 12.378% | 7.387% | 9.329% | 32.270% |