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.
EUR5,721.6
Assets under Management
| Security ▼ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Visa Inc. A | 2.800% | 0.120% | 6.621% | 34.648% |
| T.Rowe Price Group Inc. | 2.800% | 1.200% | 10.049% | -30.604% |
| Thor Industries Inc. | 2.200% | 1.800% | -15.278% | -9.540% |
| Sumitomo Osaka Cement | 2.100% | 0.890% | -4.237% | 1.802% |
| Steel Dynamics | 4.700% | 0.210% | 14.607% | 132.717% |
| Ssab Ab | 2.200% | 0.710% | - | - |
| Snap-On Inc. | 2.300% | -0.320% | -3.931% | 21.712% |
| SL Green Realty Corp. | 0.000% | 2.390% | 8.650% | -33.974% |
| Semperit AG Holding | 0.800% | -1.010% | -16.147% | -67.473% |
| Rio Tinto plc | 3.200% | 0.450% | -3.936% | -11.880% |
| Qualcomm Inc. | 3.100% | -0.700% | 42.537% | 71.548% |
| Pulte Group Inc. | 6.500% | 0.060% | 15.281% | 128.173% |
| Proximus NV | 1.100% | -0.410% | -14.553% | -56.188% |
| Piraeus Port Authority | 3.100% | 2.580% | 5.531% | 23.703% |
| Occidental Petroleum Corp. | 2.700% | 1.750% | 5.938% | 172.676% |
| Motor Oil Hellas | 2.500% | -2.500% | 12.257% | 98.209% |
| Mitsui O.S.K. Lines | 3.200% | 0.270% | 5.316% | - |
| Meta Platforms Inc. | 2.200% | -0.240% | 32.527% | 60.781% |
| Man Group Ltd. | 2.900% | -0.650% | 14.706% | 50.579% |
| Kraft Heinz Co | 2.500% | 1.940% | -1.212% | -8.363% |
| Kawasaki Kisen Kaisha Ltd | 3.400% | -1.620% | -64.069% | - |
| Hexpol AB B | 2.700% | 1.990% | 1.894% | 11.111% |
| Gerdau S.A. Pfd | 1.500% | -3.530% | -24.771% | -30.844% |
| Friedrich Vorwerk Group SE | 1.000% | -0.120% | - | - |
| Frosta AG | 1.800% | 0.740% | 8.974% | -16.256% |
| Exxon Mobil Corp. | 2.800% | 2.660% | 19.018% | 124.823% |
| Eni SpA | 2.800% | 0.850% | -5.980% | 44.041% |
| Cash | 17.100% | - | - | - |
| Berkshire Hathaway Inc. B | 3.500% | 1.230% | 18.228% | 61.057% |
| Barratt Developments plc | 1.700% | -0.770% | -9.634% | -32.298% |
| Asseco Poland S.A. | 4.500% | -0.880% | 16.555% | 20.050% |
| Archer-Daniels-Midland Co. | 2.200% | 3.060% | -11.748% | 4.809% |
| Aperam S.A. | 2.200% | -0.530% | -19.624% | -41.899% |
| Akzo Nobel N.V. | 0.000% | -0.220% | -13.924% | -38.708% |
Performance of Finanzoo Fundamentalanalyse (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| Finanzoo Fundamentalanalyse (WF) | 0.000% | -0.568% | 1.067% | 12.625% | 1.042% | -12.551% | -3.848% |
| iShares S&P 500 | 0.600% | -0.415% | 3.338% | 25.914% | 12.975% | 47.401% | 111.779% |
| iShares Core DAX® | 0.530% | -0.552% | 3.405% | 17.621% | 10.441% | 18.214% | 54.489% |
| iShares Nasdaq 100 | -0.580% | -1.415% | 4.613% | 28.506% | 11.926% | 54.410% | 172.870% |
| iShares Nikkei 225® | 0.200% | -0.877% | -1.396% | 9.284% | 5.657% | 4.292% | 33.696% |