Einzelwerte im It´s the brand stupid!
It´s the brand stupid!
Dieses Wikifolio möchte dem Credo von Warren Buffet folgen und starke Marken zu guten Preisen kaufen, denn die Marke ist meiner Erfahrung nach oft einer der Hauptgründe, dass eine Überrendite erwirtschaftet werden kann.
Das Wikifolio soll also sehr diversifiziert in Firmen und ETF´s mit hohem Markenwert investieren. Dabei soll auch die Entwicklung von Markenindexen und das Suchvolumen der Marke berücksichtigt werden. Firmen mit Marken, die stark an Popularität zulegen, sollen dabei übergewichtet werden, während bekannte Marken, die aber an Markenkraft abnehmen, untergewichtet werden sollen.
Durch die gewünschte Übergewichtung von stark wachsenden Marken, soll das Wikifolio "It´s the brand stupid" auch in kleinere Firmen investieren.
EUR149,439
Assets under Management
| Security ▲ | Anteil | Vortag | YTD | 3y |
|---|---|---|---|---|
| Alibaba Group Holding Ltd ADR | 3.100% | -1.470% | 67.654% | 87.052% |
| ALLEGRO.EU ZY -,01 | 1.700% | - | - | - |
| Alphabet Inc. A | 3.200% | 0.980% | 51.348% | 194.686% |
| Amazon.com Inc. | 2.300% | 0.660% | -6.704% | 119.809% |
| ANGI INC. O.N. | 1.700% | - | - | - |
| Apple Inc. | 0.300% | -0.690% | -0.992% | 68.412% |
| Atlassian Corp. | 1.900% | -0.690% | -45.541% | -40.614% |
| Booking Holdings Inc. | 1.000% | 0.170% | -11.288% | 121.827% |
| BYD Co. Ltd | 2.000% | -0.930% | -2.115% | 55.581% |
| Cargurus Inc. | 1.800% | 0.000% | -11.932% | 148.597% |
| Cash | 27.400% | - | - | - |
| Crocs Inc. | 1.500% | -0.570% | -29.857% | -19.229% |
| Dropbox Inc | 0.600% | 0.160% | -11.484% | 18.281% |
| Greggs plc | 1.800% | -0.560% | - | - |
| Groupon Inc. | 1.000% | -0.390% | - | - |
| Gruppo Mutuionline S.p.A. | 1.400% | -0.380% | 12.447% | 60.671% |
| HelloFresh SE | 1.300% | 3.120% | -51.029% | -76.579% |
| Hims & Hers Health Inc. | 0.200% | 0.720% | 32.562% | 463.051% |
| Interactive Brokers Group Inc. | 0.400% | 0.720% | -67.474% | -25.811% |
| Inter & Co. Inc. | 3.500% | 3.420% | - | - |
| Kaspi.kz Jsc | 2.100% | - | - | - |
| Liquidity Services | 0.100% | -0.780% | -16.340% | 62.025% |
| Lululemon Athletica Inc. | 2.200% | 1.100% | -57.044% | -54.805% |
| LVMH Moët Hennessy Louis Vuitton S.A. | 1.700% | 0.420% | -1.437% | -11.136% |
| Mercadolibre Inc | 0.400% | 0.390% | 6.746% | 92.026% |
| Meta Platforms Inc. | 2.500% | 0.770% | -3.751% | 410.937% |
| Microsoft Corp. | 0.500% | 0.300% | 2.483% | 76.252% |
| Nestlé S.A.. | 2.000% | 0.640% | - | - |
| Netflix Inc. | 0.200% | 0.450% | -89.353% | -66.623% |
| Novo-nordisk As | 1.800% | -1.410% | -49.564% | - |
| Nu Holdings Ltd. | 2.400% | 1.590% | 51.405% | 250.802% |
| Opera Ltd. | 1.500% | 0.870% | -35.889% | 124.078% |
| Paypal Holdings Inc | 2.000% | 0.090% | -35.263% | -30.857% |
| Pinduoduo Inc. | 2.300% | 1.500% | 7.759% | 58.730% |
| Prada SpA | 2.300% | -0.120% | -34.580% | 3.150% |
| Prosus N.V. | 2.500% | -2.430% | 43.653% | -5.174% |
| Rakuten Inc. | 1.800% | -2.000% | 1.264% | 14.138% |
| Rightmove plc | 2.000% | -0.800% | -20.382% | -4.580% |
| Robinhood Markets Inc. | 0.100% | 2.260% | 204.993% | 1125.721% |
| Allterco Jsco | 3.200% | -0.360% | - | - |
Performance of It´s the brand stupid! (WF) vs. its peers
| Security | Change(%) | 1w | 1m | 1y | YTD | 3y | 5y |
|---|---|---|---|---|---|---|---|
| It´s the brand stupid! (WF) | 0.006% | 0.622% | -5.576% | 9.933% | 6.901% | 63.633% | 36.713% |
| iShares Nasdaq 100 | 0.050% | 1.877% | -0.064% | 9.394% | 7.269% | 94.637% | 116.887% |
| iShares Core DAX® | 0.120% | 2.119% | -1.935% | 22.352% | 18.746% | 60.349% | 73.908% |
| iShares S&P 500 | 0.010% | 1.962% | 0.689% | 3.355% | 4.668% | 57.145% | 104.842% |
| iShares Nikkei 225® | -0.250% | 1.760% | -0.910% | 15.763% | 14.215% | 41.387% | 30.176% |