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
244,212.66
EUR
Depotwert aktuell
209,443.58
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
168,127.32
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
12,158.05
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.84%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
6.16%
freies Kapital
46,927.13
EUR
investiertes Kapital
197,285.53
EUR
Steuer
-36,111.61
EUR
Gebühren
3,615.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Metro Inc12.12.2018 31.30 07.12.201830.3083.000.0030.0071.7574.752,544.65
53.10
2.09%
EUR
DWS Group12.12.2018 24.21 07.12.201824.65101.000.0030.0074.7074.702,519.65
-74.44
-2.95%
EUR
Bridgestone12.12.2018 35.40 06.12.201835.6170.000.0030.0071.4571.452,522.63
-44.71
-1.77%
EUR
Newell Rubbermaid12.12.2018 20.77 04.12.201821.33117.000.0030.0072.9572.952,525.61
-96.01
-3.80%
EUR
Viacom B12.12.2018 26.02 04.12.201827.7790.000.0030.0070.2070.202,529.48
-187.78
-7.42%
EUR
Smucker J.M.12.12.2018 89.62 13.11.2018101.3825.000.0030.0073.3571.852,564.38
-323.86
-12.63%
EUR
Qurate Retail Group A12.12.2018 18.65 06.11.201820.65121.000.0030.0074.6074.602,528.77
-272.07
-10.76%
EUR
AT&T12.12.2018 26.58 24.10.201828.7387.000.0030.0075.4575.452,529.25
-216.53
-8.56%
EUR
Publity AG12.12.2018 22.40 23.10.201815.00166.000.0030.0064.1079.102,520.00
1,198.40
47.56%
EUR
Dialog Semiconductor12.12.2018 22.84 12.10.201822.00114.000.0030.0068.1072.602,538.00
65.43
2.58%
EUR
Grand City Properties12.12.2018 19.98 26.09.201822.46111.000.0030.0072.9577.552,523.06
-305.28
-12.10%
EUR
Alaska Air12.12.2018 54.66 21.08.201858.5343.000.0030.0072.8572.852,546.88
-196.31
-7.71%
EUR
Bayer12.12.2018 64.33 16.08.201877.0364.000.0030.0081.6074.104,959.66
-842.54
-16.99%
EUR
Asseco Poland12.12.2018 10.65 27.07.201810.33240.000.0030.0072.6072.602,509.20
46.84
1.87%
EUR
Mallinckrodt12.12.2018 18.38 12.07.201817.86142.000.0030.0032.6082.602,566.40
43.16
1.68%
EUR
SALEM MEDIA GROUP12.12.2018 2.32 06.07.20184.83518.000.0030.0072.9572.952,529.35
-1,328.58
-52.53%
EUR
Cenovus Energy12.12.2018 6.92 20.06.20188.34300.000.0030.0076.8569.352,533.20
-457.62
-18.06%
EUR
EuroShop12.12.2018 26.38 13.06.201832.1078.000.0030.0070.1570.152,533.80
-476.16
-18.79%
EUR
LEG Immobilien12.12.2018 98.04 09.06.201894.6626.000.0030.0062.8570.452,491.16
57.88
2.32%
EUR
Hoftex11.12.2018 12.60 08.06.201814.20176.000.0030.0072.1072.102,529.20
-311.60
-12.32%
EUR
BB Biotech12.12.2018 56.46 08.06.201856.8444.000.0030.0070.7570.752,531.00
-46.80
-1.85%
EUR
Beasley Broadcast Group12.12.2018 4.05 08.06.20189.89253.000.0030.0035.1080.502,530.90
-1,505.13
-59.47%
EUR
Torchmark12.12.2018 69.23 07.05.201871.4034.000.0030.0074.8070.202,457.67
-103.72
-4.22%
EUR
Lindt & Spruengli AG12.12.2018 5,765.84 07.05.20185,220.001.000.0030.0079.4579.455,250.00
515.84
9.83%
EUR
Sun Hung Kai Properties12.12.2018 12.65 13.12.201713.33190.000.0030.0078.7078.202,561.94
-157.88
-6.16%
EUR
A V Homes02.10.2018 17.19 05.10.201714.76170.000.0030.0049.4086.602,539.57
382.29
15.05%
EUR
Foot Locker12.12.2018 45.76 05.10.201728.7287.000.0030.0052.4587.252,528.50
1,452.82
57.46%
EUR
Barratt Developments plc12.12.2018 5.17 27.09.20176.86678.000.0030.0081.3580.854,683.63
-1,180.29
-25.20%
EUR
PDL BioPharma12.12.2018 2.66 26.09.20172.83883.000.0030.0080.8572.352,530.19
-179.80
-7.11%
EUR
Wharf Holdings12.12.2018 2.27 26.09.20177.56331.000.0030.0055.8073.602,532.09
-1,779.94
-70.30%
EUR
BONSO Electronics International11.12.2018 2.07 26.09.20171.881,331.000.0030.0059.2587.852,531.24
229.21
9.06%
EUR
Investor AB12.12.2018 37.93 26.09.201741.0061.000.0030.0066.7566.252,531.00
-217.55
-8.60%
EUR
Foot Locker12.12.2018 45.76 26.09.201729.2186.000.0030.0052.4587.252,541.89
1,393.67
54.83%
EUR
Petro Welt Technologies12.12.2018 5.50 26.09.20176.26400.000.0030.0081.3076.202,534.00
-334.00
-13.18%
EUR
ZEAL Network SE12.12.2018 19.66 26.09.201726.2995.000.0030.0083.0066.352,527.55
-659.85
-26.11%
EUR
ADO Properties12.12.2018 48.04 26.09.201741.6260.000.0030.0068.3575.852,527.20
355.20
14.06%
EUR
IFA Hotel&Touristik12.12.2018 6.85 13.09.20179.56262.000.0030.0058.9572.352,534.72
-740.02
-29.20%
EUR
Signet Jewelers12.12.2018 30.37 31.07.201752.4448.000.0030.0034.7080.352,547.28
-1,089.37
-42.77%
EUR
China Overseas Land & Investment12.12.2018 3.06 28.07.20172.92857.000.0030.0051.1576.552,530.15
88.94
3.52%
EUR
Fossil12.12.2018 14.99 28.07.20179.38267.000.0030.0047.0075.202,534.58
1,468.45
57.94%
EUR
Bed Bath & Beyond12.12.2018 10.88 28.07.201724.21103.000.0030.0076.5575.452,523.41
-1,403.13
-55.60%
EUR
Akzo Noblel ADR12.12.2018 23.68 28.07.201721.13118.000.0030.0060.9571.602,523.28
271.34
10.75%
EUR
3i Group Plc12.12.2018 8.89 28.07.20176.10410.000.0030.0074.0069.502,532.58
1,111.49
43.89%
EUR
Gazprom PJSC ADR12.12.2018 2.07 28.07.20173.38750.000.0030.0047.0572.602,565.00
-1,014.76
-39.56%
EUR
Haseko Corp.12.12.2018 10.16 28.07.201710.62235.000.0030.0080.4576.952,525.10
-137.11
-5.43%
EUR
Baidu12.12.2018 158.43 28.07.2017171.8815.000.0030.0075.8079.802,608.13
-231.65
-8.88%
EUR
Subaru12.12.2018 19.29 28.07.201731.1880.000.0030.0077.2080.352,524.52
-981.25
-38.87%
EUR
Magna International12.12.2018 40.21 12.05.201741.09250.000.0030.0081.6081.3510,302.98
-250.61
-2.43%
EUR
MIND CTI LTD12.12.2018 1.97 13.03.20172.273,306.000.0030.0089.1575.507,530.39
-1,032.37
-13.71%
EUR
Michael Kors Holdings12.12.2018 34.22 17.01.201739.89250.000.0030.0017.6070.4010,001.19
-1,445.00
-14.45%
EUR
MIND CTI LTD12.12.2018 1.97 21.12.20162.391,050.000.0030.0089.1572.502,536.09
-472.29
-18.62%
EUR
Alliance Resource Partners12.12.2018 17.28 21.12.201621.75230.000.0030.0091.6087.105,032.56
-1,059.21
-21.05%
EUR
Franklin Resources12.12.2018 28.19 18.08.201632.3980.000.0030.0051.1081.252,621.28
-366.31
-13.97%
EUR
Transocean12.12.2018 7.18 12.08.20168.89281.000.0030.003.2573.252,527.31
-508.77
-20.13%
EUR
Valero Energy12.12.2018 64.91 12.08.201648.77205.000.0030.0031.3572.6010,028.27
3,277.52
32.68%
EUR
Gilead Sciences12.12.2018 60.06 21.06.201672.24138.000.0030.0049.4567.759,998.71
-1,710.62
-17.11%
EUR
Walgreens Boots12.12.2018 72.66 03.01.201326.8612.0046.5825.0047.2056.45347.34
571.20
164.45%
EUR
Walgreens Boots12.12.2018 72.66 03.01.201223.25430.002,099.2630.0047.2078.8510,027.93
23,316.25
232.51%
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
9,499.02
EUR
Depotwert aktuell
9,973.24
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-500.98
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
553.70
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-5.27%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
5.88%
freies Kapital
79.48
EUR
investiertes Kapital
9,419.54
EUR
Steuer
0.00
EUR
Gebühren
340.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Alaska Air12.12.2018 54.66 18.08.201857.069.000.0010.0072.8572.85523.57
-31.59
-6.03%
EUR
Comcast12.12.2018 32.59 13.04.201826.8919.000.0010.0060.7571.25520.82
98.47
18.91%
EUR
LEG Immobilien12.12.2018 98.04 06.04.201890.985.000.0010.0062.8570.45464.90
25.30
5.44%
EUR
EuroShop12.12.2018 26.38 15.08.201734.0815.000.0010.0070.1571.35521.20
-125.50
-24.08%
EUR
Michael Kors Holdings12.12.2018 34.22 15.08.201738.1613.000.0010.0017.6070.40506.13
-61.20
-12.09%
EUR
Transocean12.12.2018 7.18 15.08.20177.1670.000.0010.003.2576.00511.42
-8.58
-1.68%
EUR
China Overseas Land & Investment12.12.2018 3.06 15.08.20172.73183.000.0010.0051.1576.55509.13
50.14
9.85%
EUR
Sino Land12.12.2018 1.56 15.08.20171.40359.000.0010.0056.0572.35510.68
48.82
9.56%
EUR
Swire Pacific A12.12.2018 9.28 15.08.20178.6858.000.0010.0066.2070.65513.52
24.46
4.76%
EUR
Akzo Noblel ADR12.12.2018 23.68 15.08.201724.6720.000.0010.0060.9571.60503.36
-29.70
-5.90%
EUR
Alliance Resource Partners12.12.2018 17.28 15.08.201715.4832.000.0010.0091.6087.10505.33
47.49
9.40%
EUR
American Eagle Outfitters12.12.2018 17.27 15.08.20179.2954.000.0010.0055.7578.00511.70
420.69
82.21%
EUR
PDL BioPharma12.12.2018 2.66 15.08.20172.37211.000.0010.0080.8572.35510.82
50.82
9.95%
EUR
BONSO Electronics International11.12.2018 2.07 15.08.20172.11237.000.0010.0059.2587.85510.25
-18.72
-3.67%
EUR
ADO Properties12.12.2018 48.04 15.08.201739.1413.000.0010.0068.3575.85518.82
105.70
20.37%
EUR
MIND CTI LTD12.12.2018 1.97 15.08.20172.08241.000.0010.0089.1574.00510.52
-36.83
-7.21%
EUR
Audi12.12.2018 786.00 15.08.2017678.311.000.0010.0055.2571.10688.31
97.69
14.19%
EUR
Baidu12.12.2018 158.43 15.08.2017189.623.000.0010.0075.8079.80578.87
-103.57
-17.89%
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
51,076.14
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
1,386.57
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-4,170.84
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
1.37%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-7.55%
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 & Beyond12.12.2018 10.88 29.11.201811.02454.000.0020.0076.5576.555,020.81
-82.89
-1.65%
EUR
Aurubis12.12.2018 44.93 25.10.201850.26100.000.0020.0087.9583.355,046.00
-553.00
-10.96%
EUR
British American Tobacco12.12.2018 30.79 28.09.201841.03122.000.0020.0084.9084.905,025.29
-1,269.24
-25.26%
EUR
Axcelis Technologies12.12.2018 16.30 30.08.201817.11292.000.0020.0085.4085.405,015.83
-257.08
-5.13%
EUR
IFA Hotel&Touristik12.12.2018 6.85 26.07.20187.85637.000.0020.0058.9558.955,020.45
-657.00
-13.09%
EUR
Tosoh12.12.2018 11.18 28.06.201813.34375.000.0020.0086.4581.855,023.25
-831.28
-16.55%
EUR
Enzon Pharmaceuticals12.12.2018 0.19 26.04.20180.2123,364.000.0020.0090.2590.255,019.90
-489.43
-9.75%
EUR
CropEnergies AG12.12.2018 4.32 29.03.20185.21960.000.0020.0085.2038.605,021.60
-874.40
-17.41%
EUR
Dialog Semiconductor12.12.2018 22.84 25.01.201824.30206.000.0020.0068.1063.605,026.01
-321.57
-6.40%
EUR
Foot Locker12.12.2018 45.76 07.12.201736.67136.000.0020.0052.4587.255,007.39
1,216.28
24.29%
EUR
BONSO Electronics International11.12.2018 2.07 02.11.20172.092,396.000.0020.0059.2587.855,020.45
-51.22
-1.02%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.