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Es gibt meines Erachtens großes Potenzial in diesem Segment, auch wenn es noch einige Jahre dauern könnte, bis das Thema an der Börse an Fahrt gewinnt. Was wird wohl mit der Industrie passieren, wenn Menschen bald (wieder) auf dem Mond oder gar erstmalig auf dem Mars landen?\r\n \r\n Daher soll dieses wikifolio in Unternehmen aus der Weltraum-Industrie investieren. Es kann neben den Standardwerten, in Nebenwerte, sowie junge und spekulative Unternehmen investiert werden. Grundsätzlich möchte ich reine Weltraum-Unternehmen bevorzugen, wobei auch in Unternehmen/Assets investiert werden kann, die, meiner Meinung nach, nur indirekt oder zu einem geringe(re)n Anteil ihre Umsätze in der Weltraumwirtschaft erzielen. Neben Aktien können auch ETFs Teil des wikifolios werden, welche nach meiner Auffassung, einen Teil der Space Economy direkt oder indirekt abdecken. Die Kriterien für die Entscheidungsfindung soll sowohl für Aktien als auch für ETFs identisch sein.\r\n \r\n Teilweise können zur breiteren Streuung auch weitere ETFs beigemischt werden.\r\n \r\n Der Anlagehorizont sollte tendenziell mittel- bis langfristig ausgerichtet sein.\r\n \r\n Es soll in regelmäßigen Abständen ein Rebalancing (z.B. halbjährlich) durchgeführt werden. Das wikifolio soll sich möglichst streng nach den aufgestellten Regeln zusammensetzen (Marktkapitalisierung, Anteil Weltraum-Exposure [teils subjektiv, aufgrund mangelhafter Daten], definierte Anteile nach Kategorien, z.B. Pure Space, Space & Defense, etc.). Es können verschiedene Techniken (Relative Stärke/qualitative Analyse) zur Anwendung kommen, wobei ich aufgrund des langen Anlagehorizonts überwiegend nach dem Credo „Time in the market beats timing the market.“ handeln möchte. 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