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
241,927.64
EUR
Depotwert aktuell
252,333.49
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
165,842.30
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
11,672.67
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.55%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
4.85%
freies Kapital
1,266.82
EUR
investiertes Kapital
240,660.82
EUR
Steuer
-36,111.61
EUR
Gebühren
4,695.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Micron Technology21.05.2019 31.93 23.03.201936.8368.000.0030.0090.0090.002,534.10
-362.63
-14.31%
EUR
Sekisui House21.05.2019 14.46 22.03.201914.62171.000.0030.0071.1070.602,530.19
-58.18
-2.30%
EUR
Norilsk Nickel ADR21.05.2019 18.82 12.03.201919.07131.000.0030.0074.2574.252,528.04
-63.14
-2.50%
EUR
Eurokai Vz21.05.2019 36.70 12.03.201934.4073.000.0030.0065.9570.202,541.20
137.90
5.43%
EUR
Peugeot SA21.05.2019 21.29 12.03.201921.55116.000.0030.0070.2070.202,529.80
-60.16
-2.38%
EUR
Lennar21.05.2019 46.85 12.03.201943.1558.000.0030.0072.1075.102,532.41
185.00
7.31%
EUR
Tosoh21.05.2019 11.72 11.03.201913.40187.000.0030.0086.4581.852,536.36
-344.82
-13.59%
EUR
Rio Tinto21.05.2019 53.54 04.03.201951.2749.000.0030.0080.5083.502,542.18
81.52
3.21%
EUR
Takkt AG21.05.2019 13.10 20.02.201915.76159.000.0030.0083.8577.352,535.84
-452.94
-17.86%
EUR
Tyson Foods21.05.2019 72.23 19.02.201955.6045.000.0030.0056.8580.852,532.18
718.02
28.36%
EUR
Michelin 21.05.2019 105.85 19.02.2019102.2525.000.0030.0072.1072.102,586.25
60.00
2.32%
EUR
Mediaset Espana Comunicacion17.05.2019 6.91 19.02.20196.42389.000.0030.0063.5072.502,527.38
160.61
6.35%
EUR
China Merchants Port Holdings21.05.2019 1.68 04.02.20191.741,435.000.0030.0072.3565.452,529.77
-115.40
-4.56%
EUR
Taylor Wimpey Plc21.05.2019 2.02 02.02.20191.931,298.000.0030.0083.2582.752,529.95
87.23
3.45%
EUR
Persimmon PLC21.05.2019 24.15 31.01.201927.7190.000.0030.0087.0077.502,523.45
-349.95
-13.87%
EUR
Teck Resources Ltd B21.05.2019 18.48 31.01.201920.90120.000.0030.0082.5582.552,538.24
-320.99
-12.65%
EUR
Axcelis Technologies21.05.2019 14.64 26.01.201917.67142.000.0030.0052.1085.402,539.42
-460.45
-18.13%
EUR
Hang Lung Properties21.05.2019 2.02 25.01.20191.831,370.000.0030.0047.5572.602,530.25
231.38
9.14%
EUR
Molson Coors Brewing21.05.2019 52.66 24.01.201956.6744.000.0030.0071.1071.102,523.48
-206.53
-8.18%
EUR
China Shenhua Energy21.05.2019 2.39 22.01.20192.54985.000.0030.0082.8086.452,530.91
-173.24
-6.84%
EUR
ZEAL Network SE21.05.2019 19.90 15.01.201924.10104.000.0030.0087.8577.002,536.40
-466.80
-18.40%
EUR
Orlen21.05.2019 21.18 15.01.201925.4398.000.0030.0061.9580.102,522.04
-446.02
-17.68%
EUR
alstria office21.05.2019 14.17 15.01.201912.76196.000.0030.0078.1074.452,530.96
246.36
9.73%
EUR
CropEnergies AG21.05.2019 5.94 09.01.20194.87513.000.0030.0080.6085.202,528.31
518.91
20.52%
EUR
PGE Polska Grupa Energetyczn21.05.2019 2.00 08.01.20192.271,102.000.0030.0044.8571.852,529.34
-328.32
-12.98%
EUR
Comcast21.05.2019 38.79 04.01.201931.4180.000.0030.0045.3578.752,542.40
560.63
22.05%
EUR
DWS Group21.05.2019 29.30 07.12.201824.65101.000.0030.0067.3574.702,519.65
439.65
17.45%
EUR
Metro Inc21.05.2019 33.25 07.12.201830.3083.000.0030.0067.2574.752,544.65
214.83
8.44%
EUR
Bridgestone21.05.2019 33.40 06.12.201835.6170.000.0030.0063.3571.452,522.63
-184.51
-7.31%
EUR
Viacom B21.05.2019 25.98 04.12.201827.7790.000.0030.0070.2070.202,529.48
-191.73
-7.58%
EUR
Smucker J.M.21.05.2019 113.51 13.11.2018101.3825.000.0030.0064.3571.852,564.38
273.48
10.66%
EUR
Qurate Retail Group A21.05.2019 12.42 06.11.201820.65121.000.0030.0062.1074.602,528.77
-1,026.12
-40.58%
EUR
AT&T21.05.2019 29.04 24.10.201828.7387.000.0030.0070.6075.452,529.25
-2.83
-0.11%
EUR
Publity AG21.05.2019 30.35 23.10.201815.00166.000.0030.0057.2079.102,520.00
2,518.10
99.92%
EUR
Dialog Semiconductor21.05.2019 32.93 12.10.201822.00114.000.0030.0050.1072.602,538.00
1,215.79
47.90%
EUR
Taylor Morrison Home21.05.2019 18.67 02.10.201815.73170.000.0030.0051.7073.002,704.44
469.91
17.38%
EUR
Grand City Properties21.05.2019 22.84 26.09.201822.46111.000.0030.0070.5577.552,523.06
12.18
0.48%
EUR
Asseco Poland21.05.2019 11.38 27.07.201810.33240.000.0030.0076.0072.602,509.20
221.04
8.81%
EUR
Mallinckrodt21.05.2019 8.84 12.07.201817.86142.000.0030.00-7.0082.602,566.40
-1,310.62
-51.07%
EUR
SALEM MEDIA GROUP21.05.2019 2.13 06.07.20184.83518.000.0030.0052.5072.952,529.35
-1,424.73
-56.33%
EUR
EuroShop21.05.2019 27.44 13.06.201832.1078.000.0030.0070.6570.152,533.80
-393.48
-15.53%
EUR
LEG Immobilien21.05.2019 111.65 09.06.201894.6626.000.0030.0058.3570.452,491.16
411.74
16.53%
EUR
Beasley Broadcast Group21.05.2019 3.56 08.06.20189.89253.000.0030.0072.0080.502,530.90
-1,630.95
-64.44%
EUR
Hoftex21.05.2019 13.50 08.06.201814.20176.000.0030.0072.1072.102,529.20
-153.20
-6.06%
EUR
Lindt & Spruengli AG21.05.2019 5,995.52 07.05.20185,220.001.000.0030.0082.3084.055,250.00
745.52
14.20%
EUR
Torchmark21.05.2019 79.58 07.05.201871.4034.000.0030.0045.8570.202,457.67
248.14
10.10%
EUR
Sun Hung Kai Properties21.05.2019 15.28 13.12.201713.33190.000.0030.0053.4078.202,561.94
342.01
13.35%
EUR
Foot Locker21.05.2019 50.32 05.10.201728.7287.000.0030.0059.7587.252,528.50
1,849.28
73.14%
EUR
Barratt Developments plc21.05.2019 6.84 27.09.20176.86678.000.0030.0081.3580.854,683.63
-46.49
-0.99%
EUR
Foot Locker21.05.2019 50.32 26.09.201729.2186.000.0030.0059.7587.252,541.89
1,785.57
70.25%
EUR
Wharf Holdings21.05.2019 2.56 26.09.20177.56331.000.0030.0045.8573.602,532.09
-1,685.78
-66.58%
EUR
BONSO Electronics International20.05.2019 2.31 26.09.20171.881,331.000.0030.0059.2587.852,531.24
543.89
21.49%
EUR
Petro Welt Technologies21.05.2019 4.63 26.09.20176.26400.000.0030.0081.3076.202,534.00
-682.00
-26.91%
EUR
ADO Properties21.05.2019 49.48 26.09.201741.6260.000.0030.0073.4575.852,527.20
441.60
17.47%
EUR
ZEAL Network SE21.05.2019 19.90 26.09.201726.2995.000.0030.0087.8566.352,527.55
-637.05
-25.20%
EUR
IFA Hotel&Touristik21.05.2019 7.10 13.09.20179.56262.000.0030.0055.8072.352,534.72
-674.52
-26.61%
EUR
Signet Jewelers21.05.2019 18.95 31.07.201752.4448.000.0030.0037.0080.352,547.28
-1,637.66
-64.29%
EUR
Subaru21.05.2019 21.02 28.07.201731.1880.000.0030.0077.2080.352,524.52
-842.64
-33.38%
EUR
Baidu21.05.2019 107.96 28.07.2017171.8815.000.0030.0033.2079.802,608.13
-988.75
-37.91%
EUR
Haseko Corp.21.05.2019 9.20 28.07.201710.62235.000.0030.0080.4576.952,525.10
-363.50
-14.40%
EUR
China Overseas Land & Investment21.05.2019 3.21 28.07.20172.92857.000.0030.0051.1576.552,530.15
223.53
8.83%
EUR
Bed Bath & Beyond21.05.2019 13.19 28.07.201724.21103.000.0030.0051.2575.452,523.41
-1,164.93
-46.16%
EUR
3i Group Plc21.05.2019 12.24 28.07.20176.10410.000.0030.0067.1069.502,532.58
2,483.92
98.08%
EUR
Gazprom PJSC ADR21.05.2019 5.75 28.07.20173.38750.000.0030.0047.0561.102,565.00
1,745.88
68.07%
EUR
Fossil21.05.2019 11.25 28.07.20179.38267.000.0030.0050.0075.202,534.58
470.17
18.55%
EUR
Magna International21.05.2019 39.85 12.05.201741.09250.000.0030.0081.8581.3510,302.98
-339.46
-3.29%
EUR
MIND CTI LTD21.05.2019 1.98 13.03.20172.273,306.000.0030.0086.0075.507,530.39
-983.98
-13.07%
EUR
Capri Holdings21.05.2019 36.40 17.01.201739.89250.000.0030.0067.6070.4010,001.19
-902.31
-9.02%
EUR
MIND CTI LTD21.05.2019 1.98 21.12.20162.391,050.000.0030.0086.0072.502,536.09
-456.92
-18.02%
EUR
Alliance Resource Partners21.05.2019 16.50 21.12.201621.75230.000.0030.0088.1087.105,032.56
-1,238.63
-24.61%
EUR
Franklin Resources21.05.2019 30.22 18.08.201632.3980.000.0030.0049.6081.252,621.28
-203.51
-7.76%
EUR
Transocean21.05.2019 6.84 12.08.20168.89281.000.0030.0048.4073.252,527.31
-606.26
-23.99%
EUR
Valero Energy21.05.2019 73.89 12.08.201648.77205.000.0030.0078.2072.6010,028.27
5,119.82
51.05%
EUR
Gilead Sciences21.05.2019 59.60 21.06.201672.24138.000.0030.0042.3567.759,998.71
-1,773.65
-17.74%
EUR
Walgreens Boots21.05.2019 47.27 03.01.201326.8612.0046.5825.0059.2056.45347.34
266.52
76.73%
EUR
Walgreens Boots21.05.2019 47.27 03.01.201223.25430.002,099.2630.0059.2078.8510,027.93
12,398.70
123.64%
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
9,252.42
EUR
Depotwert aktuell
9,768.50
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-747.58
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
900.34
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-8.08%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
10.15%
freies Kapital
384.26
EUR
investiertes Kapital
8,868.17
EUR
Steuer
0.00
EUR
Gebühren
410.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
alstria office21.05.2019 14.17 19.03.201913.7536.000.0010.0078.1078.10505.00
5.12
1.01%
EUR
Smucker J.M.21.05.2019 113.51 19.03.201994.305.000.0010.0064.3571.85481.48
86.09
17.88%
EUR
Comcast21.05.2019 38.79 13.04.201826.8919.000.0010.0045.3571.25520.82
216.15
41.50%
EUR
LEG Immobilien21.05.2019 111.65 06.04.201890.985.000.0010.0058.3570.45464.90
93.35
20.08%
EUR
EuroShop21.05.2019 27.44 15.08.201734.0815.000.0010.0070.6571.35521.20
-109.60
-21.03%
EUR
Capri Holdings21.05.2019 36.40 15.08.201738.1613.000.0010.0067.6070.40506.13
-32.98
-6.52%
EUR
Transocean21.05.2019 6.84 15.08.20177.1670.000.0010.0048.4076.00511.42
-32.86
-6.43%
EUR
China Overseas Land & Investment21.05.2019 3.21 15.08.20172.73183.000.0010.0051.1576.55509.13
78.88
15.49%
EUR
Sino Land21.05.2019 1.49 15.08.20171.40359.000.0010.0056.0572.35510.68
23.67
4.64%
EUR
Swire Pacific A21.05.2019 10.71 15.08.20178.6858.000.0010.0073.1070.65513.52
107.48
20.93%
EUR
Alliance Resource Partners21.05.2019 16.50 15.08.201715.4832.000.0010.0088.1087.10505.33
22.52
4.46%
EUR
American Eagle Outfitters21.05.2019 17.91 15.08.20179.2954.000.0010.0056.2578.00511.70
455.49
89.02%
EUR
BONSO Electronics International20.05.2019 2.31 15.08.20172.11237.000.0010.0059.2587.85510.25
37.31
7.31%
EUR
ADO Properties21.05.2019 49.48 15.08.201739.1413.000.0010.0073.4575.85518.82
124.42
23.98%
EUR
MIND CTI LTD21.05.2019 1.98 15.08.20172.08241.000.0010.0086.0074.00510.52
-33.31
-6.52%
EUR
Audi21.05.2019 802.00 15.08.2017678.311.000.0010.0068.8571.10688.31
113.69
16.52%
EUR
Baidu21.05.2019 107.96 15.08.2017189.623.000.0010.0033.2079.80578.87
-254.99
-44.05%
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
75,058.47
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
1,386.57
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-261.30
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
1.37%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-0.35%
freies Kapital
26,066.80
EUR
investiertes Kapital
75,319.78
EUR
Steuer
0.00
EUR
Gebühren
360.00
EUR
NameKursdatumKursKaufdatumKaufpreisAnzahlDividendenKauf G.FScore A.FScore K.KapitalEntwicklungEntwicklung %Währung
Tokai Carbon21.05.2019 9.40 25.04.201910.39481.000.0020.0092.7588.155,015.18
-493.00
-9.83%
EUR
Borgwarner21.05.2019 32.98 28.03.201933.70148.000.0020.0085.2077.605,008.19
-126.89
-2.53%
EUR
Petro Welt Technologies21.05.2019 4.63 28.02.20195.18965.000.0020.0081.3081.305,018.70
-550.75
-10.97%
EUR
Covestro21.05.2019 43.60 31.01.201948.18104.000.0020.0084.3583.855,030.72
-496.32
-9.87%
EUR
Bed Bath & Beyond21.05.2019 13.19 29.11.201811.02454.000.0020.0051.2576.555,020.81
967.05
19.26%
EUR
Aurubis21.05.2019 39.55 25.10.201850.26100.000.0020.0062.0583.355,046.00
-1,091.00
-21.62%
EUR
British American Tobacco20.05.2019 33.17 28.09.201841.03122.000.0020.0073.7084.905,025.29
-978.29
-19.47%
EUR
Axcelis Technologies21.05.2019 14.64 30.08.201817.11292.000.0020.0052.1085.405,015.83
-740.76
-14.77%
EUR
IFA Hotel&Touristik21.05.2019 7.10 26.07.20187.85637.000.0020.0055.8058.955,020.45
-497.75
-9.91%
EUR
Tosoh21.05.2019 11.72 28.06.201813.34375.000.0020.0086.4581.855,023.25
-628.44
-12.51%
EUR
Enzon Pharmaceuticals21.05.2019 0.20 26.04.20180.2123,364.000.0020.0060.3590.255,019.90
-414.39
-8.25%
EUR
CropEnergies AG21.05.2019 5.94 29.03.20185.21960.000.0020.0080.6038.605,021.60
680.80
13.56%
EUR
Dialog Semiconductor21.05.2019 32.93 25.01.201824.30206.000.0020.0050.1063.605,026.01
1,757.16
34.96%
EUR
Foot Locker21.05.2019 50.32 07.12.201736.67136.000.0020.0059.7587.255,007.39
1,836.04
36.67%
EUR
BONSO Electronics International20.05.2019 2.31 02.11.20172.092,396.000.0020.0059.2587.855,020.45
515.24
10.26%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.