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Die Industrie umfasst meiner Ansicht nach die folgenden zwei Teilsektoren: \r\n \r\n (1) Technologie, die Erfassung, Verarbeitung, Datenverarbeitung und künstliche Intelligenz, Betätigung und Integration umfasst.\r\n \r\n (2) Anwendungen, darunter Fertigungs- und Industrieautomatisierung, 3D-Druck, Logistikautomation, Lebensmittel und Landwirtschaft, Überwachung und Sicherheit, Energie, Gesundheitswesen und Verbraucherprodukte.\r\n \r\n Die Entscheidungsfindung erfolgt mittels fundamentaler Analyse. Bewertungskennzahlen sind u.a. das Kurs-Buchwert-Verhältnis, das Kurs-Gewinn-Verhältnis und das Kurs-Cash-Flow-Verhältnis. \r\n \r\n Der Anlagehorizont soll mittel- bis langfristig sein. In Ausnahmefällen können auch einzelne Trades kurzfristig gehalten werden.\r\n \r\n Gleichzeitig soll es möglich sein in ETFs zu investieren um eine noch größere Streuung in dem Sektor Automation and Robotics zu ermöglichen. Desweiteren können Short Index ETFs in das wikifolio aufgenommen werden um auch an Bärenmärkten zu partizipieren.\r\n In Zeiten, in denen meiner Ansicht nach keine passenden Aktien evaluiert werden können, kann die Anzahl verringert und die Cash-Quote bzw der Anteil der ETFs erhöht werden. 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