Portfolio rules

Start capital:100.000 €
Buy at FScore:>= 70
Sale at FScore:<= 40
Investment by purchcase:~2500 €
Withholding tax:15%
Capital Gains Tax:25%
Dividend Reinvestment:FScore >= 55
Finanzoo Fees per month:19,99 €
Transaction fee:30 €

 

 

Finanzoo Example Portfolio - invest successfully with the FScore

The Finanzoo example portfolio has been calculated on the basis of the available key figures for 2,000 shares from 26.05.2010 and is updated continuously. The buy and sell signals are strictly based on the FScore values and are converted at 70 (buy) and 40 (sell) FScore points. These thresholds have yielded the optimal return in a simulated back calculation. By clicking on the + icon you can see the individual items.

Example Portfolio

Start your own virtual example portfolio and use it also to monitor your real stock portfolio. Stay informed about the fundamental value of all companies in your portfolio at any time. Take advantage of the many additional services such as cost control, tax and dividend calculations or calculate the real yield of your portfolio. 

Portfolio Rules

Start capital:100.000 €
Buy on FScore:>= 70
Sell on FScore:<= 40
Investment for each position:~2500 €
Withholding tax:15%
Capital gains tax:25%
Dividend reinvestment:FScore >= 55
Finanzoo fee per Month:19,99 €
Transaction fee:30 €

 

 

KontoDepot
Gesamtkapital aktuell
242,251.61
EUR
Depotwert aktuell
259,746.85
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
166,166.27
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
24,366.80
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.59%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
10.35%
freies Kapital
6,871.56
EUR
investiertes Kapital
235,380.05
EUR
Steuer
-36,111.61
EUR
Gebühren
4,785.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
CSP15.11.2019 11.46 07.10.201911.75213.000.0030.0081.0081.002,532.54
-90.56
-3.58%
EUR
Geely Automobile Holdings15.11.2019 1.71 07.10.20191.531,634.000.0030.0070.5081.002,531.65
263.61
10.41%
EUR
Sto Vz 15.11.2019 105.60 23.06.201995.0026.000.0030.0072.7077.202,500.00
245.60
9.82%
EUR
Micron Technology15.11.2019 43.24 23.03.201936.8368.000.0030.0082.0090.002,534.10
406.19
16.03%
EUR
Sekisui House15.11.2019 19.55 22.03.201914.62171.000.0030.0056.7070.602,530.19
812.05
32.09%
EUR
Eurokai Vz15.11.2019 33.60 12.03.201934.4073.000.0030.0070.7070.202,541.20
-88.40
-3.48%
EUR
Lennar15.11.2019 53.79 12.03.201943.1558.000.0030.0063.1075.102,532.41
587.35
23.19%
EUR
Norilsk Nickel ADR15.11.2019 25.16 12.03.201919.07131.000.0030.0064.2574.252,528.04
767.77
30.37%
EUR
Peugeot SA15.11.2019 23.79 12.03.201921.55116.000.0030.0070.2070.202,529.80
229.84
9.09%
EUR
Tosoh15.11.2019 13.54 11.03.201913.40187.000.0030.0081.1081.852,536.36
-4.02
-0.16%
EUR
Rio Tinto15.11.2019 48.91 04.03.201951.2749.000.0030.0083.0083.502,542.18
-145.44
-5.72%
EUR
Takkt AG15.11.2019 11.44 20.02.201915.76159.000.0030.0083.6077.352,535.84
-716.88
-28.27%
EUR
Mediaset Espana Comunicacion15.11.2019 5.69 19.02.20196.42389.000.0030.0085.0072.502,527.38
-313.97
-12.42%
EUR
Michelin 15.11.2019 113.40 19.02.2019102.2525.000.0030.0050.7072.102,586.25
248.75
9.62%
EUR
Tyson Foods15.11.2019 81.87 19.02.201955.6045.000.0030.0030.8080.852,532.18
1,151.79
45.49%
EUR
China Merchants Port Holdings15.11.2019 1.42 04.02.20191.741,435.000.0030.0072.8565.452,529.77
-489.91
-19.37%
EUR
Taylor Wimpey Plc15.11.2019 2.00 02.02.20191.931,298.000.0030.0083.0082.752,529.95
71.45
2.82%
EUR
Persimmon PLC15.11.2019 28.87 31.01.201927.7190.000.0030.0087.0077.502,523.45
75.20
2.98%
EUR
Teck Resources Ltd B15.11.2019 14.81 31.01.201920.90120.000.0030.0082.8082.552,538.24
-760.64
-29.97%
EUR
Axcelis Technologies15.11.2019 20.61 26.01.201917.67142.000.0030.0045.2085.402,539.42
387.10
15.24%
EUR
Hang Lung Properties15.11.2019 1.87 25.01.20191.831,370.000.0030.0047.8072.602,530.25
35.70
1.41%
EUR
Molson Coors Brewing15.11.2019 47.60 24.01.201956.6744.000.0030.0075.7071.102,523.48
-429.13
-17.01%
EUR
China Shenhua Energy15.11.2019 2.19 22.01.20192.54985.000.0030.0082.8086.452,530.91
-378.46
-14.95%
EUR
Orlen15.11.2019 23.54 15.01.201925.4398.000.0030.0048.7080.102,522.04
-215.03
-8.53%
EUR
ZEAL Network SE30.10.2019 20.00 15.01.201924.10104.000.0030.0088.1077.002,536.40
-456.40
-17.99%
EUR
alstria office14.11.2019 16.61 15.01.201912.76196.000.0030.0073.7574.452,530.96
724.60
28.63%
EUR
PGE Polska Grupa Energetyczn15.11.2019 2.04 08.01.20192.271,102.000.0030.0044.8571.852,529.34
-278.96
-11.03%
EUR
Comcast15.11.2019 40.38 04.01.201931.4180.000.0030.0040.8578.752,542.40
688.38
27.08%
EUR
Metro Inc15.11.2019 38.21 07.12.201830.3083.000.0030.0042.1574.752,544.65
626.99
24.64%
EUR
DWS Group15.11.2019 31.06 07.12.201824.65101.000.0030.0062.8574.702,519.65
617.41
24.50%
EUR
Bridgestone15.11.2019 36.82 06.12.201835.6170.000.0030.0055.8571.452,522.63
54.84
2.17%
EUR
Viacom B15.11.2019 20.90 04.12.201827.7790.000.0030.0070.4570.202,529.48
-648.54
-25.64%
EUR
Smucker J.M.15.11.2019 95.16 13.11.2018101.3825.000.0030.0044.8571.852,564.38
-185.34
-7.23%
EUR
Qurate Retail Group A15.11.2019 9.33 06.11.201820.65121.000.0030.0066.7074.602,528.77
-1,399.25
-55.33%
EUR
AT&T15.11.2019 35.80 24.10.201828.7387.000.0030.0064.6075.452,529.25
585.25
23.14%
EUR
Publity AG15.11.2019 40.10 23.10.201815.00166.000.0030.0033.2579.102,520.00
4,136.60
164.15%
EUR
Dialog Semiconductor15.11.2019 45.79 12.10.201822.00114.000.0030.0048.6072.602,538.00
2,681.64
105.66%
EUR
Grand City Properties15.11.2019 21.34 26.09.201822.46111.000.0030.0069.8077.552,523.06
-154.32
-6.12%
EUR
Asseco Poland15.11.2019 12.84 27.07.201810.33240.000.0030.0049.0072.602,509.20
572.47
22.81%
EUR
Mallinckrodt15.11.2019 2.64 12.07.201817.86142.000.0030.0046.0082.602,566.40
-2,191.90
-85.41%
EUR
SALEM MEDIA GROUP15.11.2019 1.38 06.07.20184.83518.000.0030.0052.7572.952,529.35
-1,815.77
-71.79%
EUR
EuroShop15.11.2019 27.10 13.06.201832.1078.000.0030.0061.6570.152,533.80
-420.00
-16.58%
EUR
LEG Immobilien15.11.2019 101.20 09.06.201894.6626.000.0030.0061.7070.452,491.16
140.04
5.62%
EUR
Hoftex15.11.2019 11.50 08.06.201814.20176.000.0030.0072.6072.102,529.20
-505.20
-19.97%
EUR
Beasley Broadcast Group15.11.2019 2.74 08.06.20189.89253.000.0030.0072.0080.502,530.90
-1,838.43
-72.64%
EUR
GLOBE LIFE15.11.2019 89.93 07.05.201871.4034.000.0030.0044.6070.202,457.67
600.02
24.41%
EUR
Lindt & Spruengli AG15.11.2019 6,766.99 07.05.20185,220.001.000.0030.0082.5584.055,250.00
1,516.99
28.90%
EUR
Sun Hung Kai Properties15.11.2019 12.43 13.12.201713.33190.000.0030.0067.7078.202,561.94
-199.79
-7.80%
EUR
Foot Locker15.11.2019 41.42 05.10.201728.7287.000.0030.0079.2587.252,528.50
1,074.86
42.51%
EUR
Barratt Developments plc15.11.2019 7.60 27.09.20176.86678.000.0030.0073.4580.854,683.63
467.25
9.98%
EUR
ZEAL Network SE30.10.2019 20.00 26.09.201726.2995.000.0030.0088.1066.352,527.55
-627.55
-24.83%
EUR
Wharf Holdings15.11.2019 2.11 26.09.20177.56331.000.0030.0046.1073.602,532.09
-1,834.74
-72.46%
EUR
ADO Properties15.11.2019 34.50 26.09.201741.6260.000.0030.0079.8575.852,527.20
-457.20
-18.09%
EUR
Foot Locker15.11.2019 41.42 26.09.201729.2186.000.0030.0079.2587.252,541.89
1,020.05
40.13%
EUR
IFA Hotel&Touristik15.11.2019 6.00 13.09.20179.56262.000.0030.0056.0572.352,534.72
-962.72
-37.98%
EUR
Subaru15.11.2019 24.95 28.07.201731.1880.000.0030.0043.4580.352,524.52
-528.36
-20.93%
EUR
Baidu15.11.2019 106.08 28.07.2017171.8815.000.0030.0083.2079.802,608.13
-1,016.88
-38.99%
EUR
Haseko Corp.15.11.2019 12.03 28.07.201710.62235.000.0030.0062.3576.952,525.10
302.35
11.97%
EUR
China Overseas Land & Investment15.11.2019 2.96 28.07.20172.92857.000.0030.0048.1576.552,530.15
9.48
0.37%
EUR
Bed Bath & Beyond15.11.2019 12.87 28.07.201724.21103.000.0030.0051.2575.452,523.41
-1,197.86
-47.47%
EUR
3i Group Plc15.11.2019 12.39 28.07.20176.10410.000.0030.0074.5070.002,532.58
2,545.75
100.52%
EUR
Gazprom PJSC ADR15.11.2019 7.02 28.07.20173.38750.000.0030.0052.6561.102,565.00
2,699.95
105.26%
EUR
Fossil15.11.2019 7.15 28.07.20179.38267.000.0030.000.0075.202,534.58
-625.34
-24.67%
EUR
Magna International15.11.2019 50.50 12.05.201741.09250.000.0030.0082.1059.8010,302.98
2,321.78
22.54%
EUR
MIND CTI LTD15.11.2019 2.14 13.03.20172.273,306.000.0030.0086.2560.507,530.39
-459.29
-6.10%
EUR
Capri Holdings15.11.2019 33.30 17.01.201739.89250.000.0030.0058.6058.5010,001.19
-1,676.82
-16.77%
EUR
MIND CTI LTD15.11.2019 2.14 21.12.20162.391,050.000.0030.0086.2562.702,536.09
-290.28
-11.45%
EUR
Alliance Resource Partners15.11.2019 11.17 21.12.201621.75230.000.0030.0088.3569.105,032.56
-2,464.47
-48.97%
EUR
Franklin Resources15.11.2019 25.13 18.08.201632.3980.000.0030.0054.0563.802,621.28
-610.74
-23.30%
EUR
Transocean15.11.2019 4.40 12.08.20168.89281.000.0030.0057.5064.702,527.31
-1,289.61
-51.03%
EUR
Valero Energy15.11.2019 91.18 12.08.201648.77205.000.0030.0057.4564.2010,028.27
8,664.21
86.40%
EUR
Gilead Sciences15.11.2019 58.97 21.06.201672.24138.000.0030.0042.8558.509,998.71
-1,860.44
-18.61%
EUR
Walgreens Boots15.11.2019 56.32 03.01.201326.8612.0046.5825.0043.6050.50347.34
375.05
107.98%
EUR
Walgreens Boots15.11.2019 56.32 03.01.201223.25430.002,099.2630.0043.6059.9010,027.93
16,287.85
162.42%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.
 
 

fully automated portfolio 10.000

The fully automated portfolio shows that it is also possible to systematically earn money with small initial capital on the stock market.

Portfolio rules

Start capital:10.000 €
Buy at FScore:>= 70
Sale at FScore:<= 40
Investment by purchcase:~500 €
Transaction fee:10 €
  
  
  
  

 

 

KontoDepot
Gesamtkapital aktuell
9,274.01
EUR
Depotwert aktuell
8,771.82
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-725.99
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-107.63
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-7.83%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-1.21%
freies Kapital
394.56
EUR
investiertes Kapital
8,879.45
EUR
Steuer
0.00
EUR
Gebühren
430.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Micron Technology15.11.2019 43.24 01.10.201939.3513.000.0010.0082.0090.00521.60
40.52
7.77%
EUR
Smucker J.M.15.11.2019 95.16 19.03.201994.305.000.0010.0044.8571.85481.48
-5.67
-1.18%
EUR
alstria office14.11.2019 16.61 19.03.201913.7536.000.0010.0073.7578.10505.00
92.96
18.41%
EUR
Comcast15.11.2019 40.38 13.04.201826.8919.000.0010.0040.8571.25520.82
246.49
47.33%
EUR
LEG Immobilien15.11.2019 101.20 06.04.201890.985.000.0010.0061.7070.45464.90
41.10
8.84%
EUR
American Eagle Outfitters15.11.2019 15.01 15.08.20179.2954.000.0010.0060.7578.00511.70
298.75
58.38%
EUR
Baidu15.11.2019 106.08 15.08.2017189.623.000.0010.0083.2079.80578.87
-260.62
-45.02%
EUR
EuroShop15.11.2019 27.10 15.08.201734.0815.000.0010.0061.6571.35521.20
-114.70
-22.01%
EUR
Capri Holdings15.11.2019 33.30 15.08.201738.1613.000.0010.0058.6070.40506.13
-73.26
-14.47%
EUR
Audi15.11.2019 798.00 15.08.2017678.311.000.0010.0071.1071.10688.31
109.69
15.94%
EUR
Transocean15.11.2019 4.40 15.08.20177.1670.000.0010.0057.5076.00511.42
-203.09
-39.71%
EUR
MIND CTI LTD15.11.2019 2.14 15.08.20172.08241.000.0010.0086.2574.00510.52
4.94
0.97%
EUR
China Overseas Land & Investment15.11.2019 2.96 15.08.20172.73183.000.0010.0048.1576.55509.13
33.17
6.52%
EUR
ADO Properties15.11.2019 34.50 15.08.201739.1413.000.0010.0079.8575.85518.82
-70.32
-13.55%
EUR
Swire Pacific A15.11.2019 7.92 15.08.20178.6858.000.0010.0073.1070.65513.52
-54.28
-10.57%
EUR
Alliance Resource Partners15.11.2019 11.17 15.08.201715.4832.000.0010.0088.3587.10505.33
-148.03
-29.29%
EUR
Sino Land15.11.2019 1.30 15.08.20171.40359.000.0010.0077.7072.35510.68
-45.24
-8.86%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.
 
 

fully automated portfolio 10.000

The fully automated portfolio shows that it is also possible to systematically earn money with small initial capital on the stock market.

Portfolio rules

Start capital:10.000 €
Buy at FScore:>= 70
Sale at FScore:<= 40
Investment by purchcase:~500 €
Transaction fee:10 €
  
  
  
  

 

 

KontoDepot
Gesamtkapital aktuell
102,767.62
EUR
Depotwert aktuell
81,931.03
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
2,767.62
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
5,735.51
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
2.69%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
7.53%
freies Kapital
26,572.10
EUR
investiertes Kapital
76,195.52
EUR
Steuer
0.00
EUR
Gebühren
420.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Alumina15.11.2019 1.51 25.07.20191.443,472.000.0020.0080.6585.155,019.68
235.26
4.69%
EUR
Geely Automobile Holdings15.11.2019 1.71 27.06.20191.513,309.000.0020.0070.5081.005,019.90
640.75
12.76%
EUR
Lindt & Spruengli AG15.11.2019 6,766.99 30.05.20195,876.921.000.0020.0082.5582.305,896.92
870.07
14.75%
EUR
Tokai Carbon15.11.2019 9.00 25.04.201910.39481.000.0020.0092.7588.155,015.18
-684.77
-13.65%
EUR
Borgwarner15.11.2019 40.41 28.03.201933.70148.000.0020.0055.6077.605,008.19
972.77
19.42%
EUR
Covestro15.11.2019 44.87 31.01.201948.18104.000.0020.0083.8583.855,030.72
-364.24
-7.24%
EUR
Bed Bath & Beyond15.11.2019 12.87 29.11.201811.02454.000.0020.0051.2576.555,020.81
821.92
16.37%
EUR
Aurubis15.11.2019 46.54 25.10.201850.26100.000.0020.0061.8083.355,046.00
-392.00
-7.77%
EUR
British American Tobacco15.11.2019 33.87 28.09.201841.03122.000.0020.0074.2084.905,025.29
-892.83
-17.77%
EUR
Axcelis Technologies15.11.2019 20.61 30.08.201817.11292.000.0020.0045.2085.405,015.83
1,002.07
19.98%
EUR
IFA Hotel&Touristik15.11.2019 6.00 26.07.20187.85637.000.0020.0056.0572.355,020.45
-1,198.45
-23.87%
EUR
Tosoh15.11.2019 13.54 28.06.201813.34375.000.0020.0081.1081.855,023.25
54.98
1.09%
EUR
Enzon Pharmaceuticals15.11.2019 0.20 26.04.20180.2123,364.000.0020.0060.3590.255,019.90
-361.45
-7.20%
EUR
Dialog Semiconductor15.11.2019 45.79 25.01.201824.30206.000.0020.0048.6063.605,026.01
4,405.96
87.66%
EUR
Foot Locker15.11.2019 41.42 07.12.201736.67136.000.0020.0079.2587.255,007.39
625.45
12.49%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.