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
243,168.17
EUR
Depotwert aktuell
256,755.92
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
167,082.83
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
21,264.06
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.71%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
9.03%
freies Kapital
7,676.31
EUR
investiertes Kapital
235,491.85
EUR
Steuer
-36,111.61
EUR
Gebühren
4,305.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Takkt AG22.02.2019 15.26 20.02.201915.76159.000.0030.0077.3577.352,535.84
-109.50
-4.32%
EUR
Michelin 22.02.2019 103.10 19.02.2019102.2525.000.0030.0072.1072.102,586.25
-8.75
-0.34%
EUR
Tyson Foods22.02.2019 55.91 19.02.201955.6045.000.0030.0080.8580.852,532.18
-16.16
-0.64%
EUR
Mediaset Espana Comunicacion22.02.2019 6.62 19.02.20196.42389.000.0030.0072.6072.602,527.38
47.80
1.89%
EUR
China Merchants Port Holdings22.02.2019 1.89 04.02.20191.741,435.000.0030.0065.4565.452,529.77
176.68
6.98%
EUR
Taylor Wimpey Plc22.02.2019 1.94 02.02.20191.931,298.000.0030.0082.7582.752,529.95
-13.28
-0.52%
EUR
Persimmon PLC22.02.2019 28.48 31.01.201927.7190.000.0030.0076.0077.502,523.45
40.03
1.59%
EUR
Teck Resources Ltd B22.02.2019 20.88 31.01.201920.90120.000.0030.0082.5582.552,538.24
-32.17
-1.27%
EUR
Axcelis Technologies22.02.2019 19.44 26.01.201917.67142.000.0030.0085.4085.402,539.42
221.58
8.73%
EUR
Hang Lung Properties22.02.2019 2.15 25.01.20191.831,370.000.0030.0062.7072.602,530.25
411.28
16.25%
EUR
Lufthansa22.02.2019 23.36 24.01.201922.00114.000.0030.0072.0572.052,538.00
125.04
4.93%
EUR
Molson Coors Brewing22.02.2019 54.68 24.01.201956.6744.000.0030.0071.1071.102,523.48
-117.38
-4.65%
EUR
China Shenhua Energy22.02.2019 2.58 22.01.20192.54985.000.0030.0086.4586.452,530.91
9.02
0.36%
EUR
Orlen22.02.2019 23.78 15.01.201925.4398.000.0030.0080.1080.102,522.04
-191.66
-7.60%
EUR
ZEAL Network SE22.02.2019 22.00 15.01.201924.10104.000.0030.0083.0077.002,536.40
-248.40
-9.79%
EUR
alstria office22.02.2019 13.33 15.01.201912.76196.000.0030.0074.4574.452,530.96
81.72
3.23%
EUR
CropEnergies AG22.02.2019 5.20 09.01.20194.87513.000.0030.0085.2085.202,528.31
139.29
5.51%
EUR
PGE Polska Grupa Energetyczn22.02.2019 2.67 08.01.20192.271,102.000.0030.0071.8571.852,529.34
414.26
16.38%
EUR
Comcast22.02.2019 34.09 04.01.201931.4180.000.0030.0048.3578.752,542.40
185.01
7.28%
EUR
Metro Inc22.02.2019 32.92 07.12.201830.3083.000.0030.0067.2574.752,544.65
187.30
7.36%
EUR
DWS Group22.02.2019 25.48 07.12.201824.65101.000.0030.0074.7074.702,519.65
53.83
2.14%
EUR
Bridgestone22.02.2019 35.20 06.12.201835.6170.000.0030.0071.4571.452,522.63
-58.71
-2.33%
EUR
Viacom B22.02.2019 25.77 04.12.201827.7790.000.0030.0070.2070.202,529.48
-209.75
-8.29%
EUR
Smucker J.M.22.02.2019 89.55 13.11.2018101.3825.000.0030.0071.8571.852,564.38
-325.53
-12.69%
EUR
Qurate Retail Group A22.02.2019 19.25 06.11.201820.65121.000.0030.0074.6074.602,528.77
-199.59
-7.89%
EUR
AT&T22.02.2019 27.51 24.10.201828.7387.000.0030.0075.4575.452,529.25
-136.28
-5.39%
EUR
Publity AG22.02.2019 19.04 23.10.201815.00166.000.0030.0068.6079.102,520.00
640.64
25.42%
EUR
Dialog Semiconductor22.02.2019 25.85 12.10.201822.00114.000.0030.0065.1072.602,538.00
409.38
16.13%
EUR
Taylor Morrison Home22.02.2019 16.11 02.10.201815.73170.000.0030.0073.0073.002,704.44
33.57
1.24%
EUR
Grand City Properties22.02.2019 21.02 26.09.201822.46111.000.0030.0066.0577.552,523.06
-189.84
-7.52%
EUR
Alaska Air22.02.2019 55.10 21.08.201858.5343.000.0030.0072.8572.852,546.88
-177.61
-6.97%
EUR
Bayer22.02.2019 67.00 16.08.201877.0364.000.0030.0081.6074.104,959.66
-671.66
-13.54%
EUR
Asseco Poland22.02.2019 12.36 27.07.201810.33240.000.0030.0072.6072.602,509.20
457.36
18.23%
EUR
Mallinckrodt22.02.2019 18.98 12.07.201817.86142.000.0030.0082.6082.602,566.40
128.15
4.99%
EUR
SALEM MEDIA GROUP22.02.2019 2.47 06.07.20184.83518.000.0030.0072.9572.952,529.35
-1,248.65
-49.37%
EUR
EuroShop22.02.2019 26.38 13.06.201832.1078.000.0030.0070.1570.152,533.80
-476.16
-18.79%
EUR
LEG Immobilien22.02.2019 99.70 09.06.201894.6626.000.0030.0065.8570.452,491.16
101.04
4.06%
EUR
Hoftex22.02.2019 13.20 08.06.201814.20176.000.0030.0072.1072.102,529.20
-206.00
-8.14%
EUR
Beasley Broadcast Group22.02.2019 3.95 08.06.20189.89253.000.0030.0072.0080.502,530.90
-1,532.31
-60.54%
EUR
Lindt & Spruengli AG22.02.2019 5,679.96 07.05.20185,220.001.000.0030.0079.4579.455,250.00
429.96
8.19%
EUR
Torchmark22.02.2019 73.24 07.05.201871.4034.000.0030.0063.4070.202,457.67
32.35
1.32%
EUR
Sun Hung Kai Properties22.02.2019 15.03 13.12.201713.33190.000.0030.0078.7078.202,561.94
294.56
11.50%
EUR
Foot Locker22.02.2019 52.66 05.10.201728.7287.000.0030.0050.9587.252,528.50
2,053.10
81.20%
EUR
Barratt Developments plc22.02.2019 6.64 27.09.20176.86678.000.0030.0081.3580.854,683.63
-184.38
-3.94%
EUR
Investor AB22.02.2019 39.61 26.09.201741.0061.000.0030.0064.4566.252,531.00
-114.71
-4.53%
EUR
BONSO Electronics International22.02.2019 2.45 26.09.20171.881,331.000.0030.0059.2587.852,531.24
724.27
28.61%
EUR
Petro Welt Technologies22.02.2019 5.20 26.09.20176.26400.000.0030.0081.3076.202,534.00
-454.00
-17.92%
EUR
ADO Properties22.02.2019 52.35 26.09.201741.6260.000.0030.0068.3575.852,527.20
613.80
24.29%
EUR
Wharf Holdings22.02.2019 2.86 26.09.20177.56331.000.0030.0055.8073.602,532.09
-1,585.99
-62.64%
EUR
Foot Locker22.02.2019 52.66 26.09.201729.2186.000.0030.0050.9587.252,541.89
1,987.05
78.17%
EUR
PDL BioPharma22.02.2019 3.19 26.09.20172.83883.000.0030.0080.8572.352,530.19
284.49
11.24%
EUR
ZEAL Network SE22.02.2019 22.00 26.09.201726.2995.000.0030.0083.0066.352,527.55
-437.55
-17.31%
EUR
IFA Hotel&Touristik22.02.2019 7.05 13.09.20179.56262.000.0030.0058.9572.352,534.72
-687.62
-27.13%
EUR
Signet Jewelers22.02.2019 23.66 31.07.201752.4448.000.0030.0034.7080.352,547.28
-1,411.81
-55.42%
EUR
Subaru22.02.2019 22.50 28.07.201731.1880.000.0030.0077.2080.352,524.52
-724.72
-28.71%
EUR
Baidu22.02.2019 147.61 28.07.2017171.8815.000.0030.0075.8079.802,608.13
-393.97
-15.11%
EUR
Haseko Corp.22.02.2019 10.99 28.07.201710.62235.000.0030.0080.4576.952,525.10
57.94
2.29%
EUR
China Overseas Land & Investment22.02.2019 3.28 28.07.20172.92857.000.0030.0051.1576.552,530.15
281.06
11.11%
EUR
Bed Bath & Beyond22.02.2019 14.86 28.07.201724.21103.000.0030.0076.5575.452,523.41
-992.74
-39.34%
EUR
3i Group Plc22.02.2019 11.00 28.07.20176.10410.000.0030.0069.4069.502,532.58
1,976.83
78.06%
EUR
Gazprom PJSC ADR22.02.2019 2.09 28.07.20173.38750.000.0030.0047.0572.602,565.00
-999.93
-38.98%
EUR
Fossil22.02.2019 14.08 28.07.20179.38267.000.0030.0047.0075.202,534.58
1,225.81
48.36%
EUR
Magna International22.02.2019 48.07 12.05.201741.09250.000.0030.0081.6081.3510,302.98
1,714.65
16.64%
EUR
MIND CTI LTD22.02.2019 2.19 13.03.20172.273,306.000.0030.0076.2575.507,530.39
-290.78
-3.86%
EUR
Capri Holdings22.02.2019 38.71 17.01.201739.89250.000.0030.0063.0070.4010,001.19
-323.51
-3.23%
EUR
MIND CTI LTD22.02.2019 2.19 21.12.20162.391,050.000.0030.0076.2572.502,536.09
-236.76
-9.34%
EUR
Alliance Resource Partners22.02.2019 16.82 21.12.201621.75230.000.0030.0088.1087.105,032.56
-1,163.70
-23.12%
EUR
Franklin Resources22.02.2019 28.90 18.08.201632.3980.000.0030.0051.1081.252,621.28
-309.23
-11.80%
EUR
Transocean22.02.2019 7.28 12.08.20168.89281.000.0030.0053.0073.252,527.31
-480.30
-19.00%
EUR
Valero Energy22.02.2019 75.34 12.08.201648.77205.000.0030.0078.3572.6010,028.27
5,415.93
54.01%
EUR
Gilead Sciences22.02.2019 58.05 21.06.201672.24138.000.0030.0056.8567.759,998.71
-1,988.03
-19.88%
EUR
Walgreens Boots22.02.2019 62.19 03.01.201326.8612.0046.5825.0047.2056.45347.34
445.52
128.27%
EUR
Walgreens Boots22.02.2019 62.19 03.01.201223.25430.002,099.2630.0047.2078.8510,027.93
18,812.90
187.60%
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
9,210.02
EUR
Depotwert aktuell
10,057.84
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-789.98
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
1,141.66
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-8.58%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
12.80%
freies Kapital
293.84
EUR
investiertes Kapital
8,916.18
EUR
Steuer
0.00
EUR
Gebühren
350.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Alaska Air22.02.2019 55.10 18.08.201857.069.000.0010.0072.8572.85523.57
-27.68
-5.29%
EUR
Comcast22.02.2019 34.09 13.04.201826.8919.000.0010.0048.3571.25520.82
126.94
24.37%
EUR
LEG Immobilien22.02.2019 99.70 06.04.201890.985.000.0010.0065.8570.45464.90
33.60
7.23%
EUR
EuroShop22.02.2019 26.38 15.08.201734.0815.000.0010.0070.1571.35521.20
-125.50
-24.08%
EUR
Capri Holdings22.02.2019 38.71 15.08.201738.1613.000.0010.0063.0070.40506.13
-2.89
-0.57%
EUR
Transocean22.02.2019 7.28 15.08.20177.1670.000.0010.0053.0076.00511.42
-1.48
-0.29%
EUR
China Overseas Land & Investment22.02.2019 3.28 15.08.20172.73183.000.0010.0051.1576.55509.13
91.16
17.91%
EUR
Sino Land22.02.2019 1.67 15.08.20171.40359.000.0010.0056.0572.35510.68
89.65
17.55%
EUR
Swire Pacific A22.02.2019 10.63 15.08.20178.6858.000.0010.0061.6070.65513.52
103.27
20.11%
EUR
Alliance Resource Partners22.02.2019 16.82 15.08.201715.4832.000.0010.0088.1087.10505.33
32.95
6.52%
EUR
American Eagle Outfitters22.02.2019 17.62 15.08.20179.2954.000.0010.0055.7578.00511.70
440.03
85.99%
EUR
PDL BioPharma22.02.2019 3.19 15.08.20172.37211.000.0010.0080.8572.35510.82
161.77
31.67%
EUR
BONSO Electronics International22.02.2019 2.45 15.08.20172.11237.000.0010.0059.2587.85510.25
69.43
13.61%
EUR
ADO Properties22.02.2019 52.35 15.08.201739.1413.000.0010.0068.3575.85518.82
161.73
31.17%
EUR
MIND CTI LTD22.02.2019 2.19 15.08.20172.08241.000.0010.0076.2574.00510.52
17.23
3.37%
EUR
Audi22.02.2019 796.00 15.08.2017678.311.000.0010.0047.7571.10688.31
107.69
15.65%
EUR
Baidu22.02.2019 147.61 15.08.2017189.623.000.0010.0075.8079.80578.87
-136.03
-23.50%
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
101,386.57
EUR
Depotwert aktuell
58,901.42
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
1,386.57
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
3,654.44
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
1.37%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
6.61%
freies Kapital
46,139.59
EUR
investiertes Kapital
55,246.98
EUR
Steuer
0.00
EUR
Gebühren
280.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Bed Bath & Beyond22.02.2019 14.86 29.11.201811.02454.000.0020.0076.5576.555,020.81
1,726.03
34.38%
EUR
Aurubis22.02.2019 49.21 25.10.201850.26100.000.0020.0062.0583.355,046.00
-125.00
-2.48%
EUR
British American Tobacco22.02.2019 33.13 28.09.201841.03122.000.0020.0084.9084.905,025.29
-983.41
-19.57%
EUR
Axcelis Technologies22.02.2019 19.44 30.08.201817.11292.000.0020.0085.4085.405,015.83
661.72
13.19%
EUR
IFA Hotel&Touristik22.02.2019 7.05 26.07.20187.85637.000.0020.0058.9558.955,020.45
-529.60
-10.55%
EUR
Tosoh22.02.2019 13.17 28.06.201813.34375.000.0020.0081.8581.855,023.25
-85.37
-1.70%
EUR
Enzon Pharmaceuticals22.02.2019 0.20 26.04.20180.2123,364.000.0020.0090.2590.255,019.90
-274.91
-5.48%
EUR
CropEnergies AG22.02.2019 5.20 29.03.20185.21960.000.0020.0085.2038.605,021.60
-29.60
-0.59%
EUR
Dialog Semiconductor22.02.2019 25.85 25.01.201824.30206.000.0020.0065.1063.605,026.01
299.96
5.97%
EUR
Foot Locker22.02.2019 52.66 07.12.201736.67136.000.0020.0050.9587.255,007.39
2,154.66
43.03%
EUR
BONSO Electronics International22.02.2019 2.45 02.11.20172.092,396.000.0020.0059.2587.855,020.45
839.95
16.73%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.