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 €

 

 

Konto Depot
Gesamtkapital aktuell
239,474.92
EUR
Depotwert aktuell
252,343.63
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
163,389.58
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
14,264.07
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.23%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
5.99%
freies Kapital
1,395.36
EUR
investiertes Kapital
238,079.56
EUR
Steuer
-36,111.61
EUR
Gebühren
4,725.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
Sto Vz 13.09.2019 97.30 23.06.2019 95.00 26.00 0.00 30.00 77.20 77.20 2,500.00
29.80
1.19%
EUR
Micron Technology 13.09.2019 45.51 23.03.2019 36.83 68.00 0.00 30.00 90.00 90.00 2,534.10
560.62
22.12%
EUR
Sekisui House 13.09.2019 16.95 22.03.2019 14.62 171.00 0.00 30.00 64.20 70.60 2,530.19
367.56
14.53%
EUR
Norilsk Nickel ADR 13.09.2019 21.99 12.03.2019 19.07 131.00 0.00 30.00 74.75 74.25 2,528.04
352.56
13.95%
EUR
Eurokai Vz 13.09.2019 33.00 12.03.2019 34.40 73.00 0.00 30.00 75.20 70.20 2,541.20
-132.20
-5.20%
EUR
Peugeot SA 13.09.2019 24.06 12.03.2019 21.55 116.00 0.00 30.00 70.20 70.20 2,529.80
261.16
10.32%
EUR
Lennar 13.09.2019 48.32 12.03.2019 43.15 58.00 0.00 30.00 67.60 75.10 2,532.41
270.29
10.67%
EUR
Tosoh 13.09.2019 12.50 11.03.2019 13.40 187.00 0.00 30.00 81.10 81.85 2,536.36
-198.04
-7.81%
EUR
Rio Tinto 13.09.2019 49.43 04.03.2019 51.27 49.00 0.00 30.00 83.00 83.50 2,542.18
-120.07
-4.72%
EUR
Takkt AG 13.09.2019 12.22 20.02.2019 15.76 159.00 0.00 30.00 83.60 77.35 2,535.84
-592.86
-23.38%
EUR
Mediaset Espana Comunicacion 13.09.2019 6.14 19.02.2019 6.42 389.00 0.00 30.00 74.50 72.50 2,527.38
-138.92
-5.50%
EUR
Michelin 13.09.2019 104.35 19.02.2019 102.25 25.00 0.00 30.00 71.10 72.10 2,586.25
22.50
0.87%
EUR
Tyson Foods 13.09.2019 76.76 19.02.2019 55.60 45.00 0.00 30.00 54.10 80.85 2,532.18
921.80
36.40%
EUR
China Merchants Port Holdings 13.09.2019 1.46 04.02.2019 1.74 1,435.00 0.00 30.00 72.85 65.45 2,529.77
-430.89
-17.03%
EUR
Taylor Wimpey Plc 13.09.2019 1.82 02.02.2019 1.93 1,298.00 0.00 30.00 83.00 82.75 2,529.95
-164.18
-6.49%
EUR
Teck Resources Ltd B 13.09.2019 17.31 31.01.2019 20.90 120.00 0.00 30.00 82.80 82.55 2,538.24
-460.53
-18.14%
EUR
Persimmon PLC 13.09.2019 23.18 31.01.2019 27.71 90.00 0.00 30.00 87.00 77.50 2,523.45
-436.99
-17.32%
EUR
Axcelis Technologies 13.09.2019 16.59 26.01.2019 17.67 142.00 0.00 30.00 47.50 85.40 2,539.42
-183.48
-7.23%
EUR
Hang Lung Properties 13.09.2019 2.14 25.01.2019 1.83 1,370.00 0.00 30.00 47.80 72.60 2,530.25
401.30
15.86%
EUR
Molson Coors Brewing 13.09.2019 51.52 24.01.2019 56.67 44.00 0.00 30.00 71.10 71.10 2,523.48
-256.53
-10.17%
EUR
China Shenhua Energy 12.09.2019 2.49 22.01.2019 2.54 985.00 0.00 30.00 82.80 86.45 2,530.91
-73.83
-2.92%
EUR
Orlen 13.09.2019 21.26 15.01.2019 25.43 98.00 0.00 30.00 51.70 80.10 2,522.04
-438.51
-17.39%
EUR
ZEAL Network SE 13.09.2019 17.62 15.01.2019 24.10 104.00 0.00 30.00 88.10 77.00 2,536.40
-703.92
-27.75%
EUR
alstria office 12.09.2019 14.90 15.01.2019 12.76 196.00 0.00 30.00 78.35 74.45 2,530.96
389.44
15.39%
EUR
CropEnergies AG 13.09.2019 5.79 09.01.2019 4.87 513.00 0.00 30.00 47.35 85.20 2,528.31
441.96
17.48%
EUR
PGE Polska Grupa Energetyczn 13.09.2019 1.78 08.01.2019 2.27 1,102.00 0.00 30.00 44.85 71.85 2,529.34
-566.41
-22.39%
EUR
Comcast 13.09.2019 42.25 04.01.2019 31.41 80.00 0.00 30.00 40.85 78.75 2,542.40
837.46
32.94%
EUR
Metro Inc 13.09.2019 39.25 07.12.2018 30.30 83.00 0.00 30.00 42.15 74.75 2,544.65
713.00
28.02%
EUR
DWS Group 13.09.2019 27.41 07.12.2018 24.65 101.00 0.00 30.00 74.95 74.70 2,519.65
248.76
9.87%
EUR
Bridgestone 13.09.2019 35.82 06.12.2018 35.61 70.00 0.00 30.00 60.35 71.45 2,522.63
-15.00
-0.59%
EUR
Viacom B 13.09.2019 23.47 04.12.2018 27.77 90.00 0.00 30.00 75.05 70.20 2,529.48
-417.43
-16.50%
EUR
Smucker J.M. 13.09.2019 95.99 13.11.2018 101.38 25.00 0.00 30.00 44.85 71.85 2,564.38
-164.71
-6.42%
EUR
Qurate Retail Group A 13.09.2019 10.37 06.11.2018 20.65 121.00 0.00 30.00 62.10 74.60 2,528.77
-1,273.66
-50.37%
EUR
AT&T 13.09.2019 34.16 24.10.2018 28.73 87.00 0.00 30.00 70.60 75.45 2,529.25
443.06
17.52%
EUR
Publity AG 13.09.2019 32.60 23.10.2018 15.00 166.00 0.00 30.00 39.35 79.10 2,520.00
2,891.60
114.75%
EUR
Dialog Semiconductor 13.09.2019 42.12 12.10.2018 22.00 114.00 0.00 30.00 48.60 72.60 2,538.00
2,263.92
89.20%
EUR
Taylor Morrison Home 13.09.2019 21.98 02.10.2018 15.73 170.00 0.00 30.00 41.10 73.00 2,704.44
1,032.21
38.17%
EUR
Grand City Properties 13.09.2019 19.72 26.09.2018 22.46 111.00 0.00 30.00 69.80 77.55 2,523.06
-334.14
-13.24%
EUR
Asseco Poland 13.09.2019 12.14 27.07.2018 10.33 240.00 0.00 30.00 49.00 72.60 2,509.20
404.17
16.11%
EUR
Mallinckrodt 13.09.2019 2.97 12.07.2018 17.86 142.00 0.00 30.00 -4.00 82.60 2,566.40
-2,144.10
-83.54%
EUR
SALEM MEDIA GROUP 13.09.2019 1.60 06.07.2018 4.83 518.00 0.00 30.00 52.75 72.95 2,529.35
-1,698.41
-67.15%
EUR
EuroShop 13.09.2019 24.34 13.06.2018 32.10 78.00 0.00 30.00 69.15 70.15 2,533.80
-635.28
-25.07%
EUR
LEG Immobilien 13.09.2019 99.94 09.06.2018 94.66 26.00 0.00 30.00 61.70 70.45 2,491.16
107.28
4.31%
EUR
Hoftex 13.09.2019 11.60 08.06.2018 14.20 176.00 0.00 30.00 72.60 72.10 2,529.20
-487.60
-19.28%
EUR
Beasley Broadcast Group 13.09.2019 2.75 08.06.2018 9.89 253.00 0.00 30.00 72.00 80.50 2,530.90
-1,835.49
-72.52%
EUR
Lindt & Spruengli AG 13.09.2019 6,627.41 07.05.2018 5,220.00 1.00 0.00 30.00 82.55 84.05 5,250.00
1,377.41
26.24%
EUR
GLOBE LIFE 13.09.2019 85.93 07.05.2018 71.40 34.00 0.00 30.00 44.60 70.20 2,457.67
463.93
18.88%
EUR
Sun Hung Kai Properties 13.09.2019 13.50 13.12.2017 13.33 190.00 0.00 30.00 53.90 78.20 2,561.94
2.62
0.10%
EUR
Foot Locker 13.09.2019 36.33 05.10.2017 28.72 87.00 0.00 30.00 88.25 87.25 2,528.50
631.98
24.99%
EUR
Barratt Developments plc 13.09.2019 7.29 27.09.2017 6.86 678.00 0.00 30.00 73.45 80.85 4,683.63
259.33
5.54%
EUR
Foot Locker 13.09.2019 36.33 26.09.2017 29.21 86.00 0.00 30.00 88.25 87.25 2,541.89
582.26
22.91%
EUR
ZEAL Network SE 13.09.2019 17.62 26.09.2017 26.29 95.00 0.00 30.00 88.10 66.35 2,527.55
-853.65
-33.77%
EUR
BONSO Electronics International 13.09.2019 2.15 26.09.2017 1.88 1,331.00 0.00 30.00 44.35 87.85 2,531.24
335.56
13.26%
EUR
ADO Properties 13.09.2019 35.44 26.09.2017 41.62 60.00 0.00 30.00 79.85 75.85 2,527.20
-400.80
-15.86%
EUR
Wharf Holdings 13.09.2019 2.01 26.09.2017 7.56 331.00 0.00 30.00 46.10 73.60 2,532.09
-1,865.74
-73.68%
EUR
IFA Hotel&Touristik 13.09.2019 6.45 13.09.2017 9.56 262.00 0.00 30.00 56.05 72.35 2,534.72
-844.82
-33.33%
EUR
Subaru 13.09.2019 25.60 28.07.2017 31.18 80.00 0.00 30.00 41.95 80.35 2,524.52
-476.53
-18.88%
EUR
Baidu 13.09.2019 99.62 28.07.2017 171.88 15.00 0.00 30.00 83.20 79.80 2,608.13
-1,113.85
-42.71%
EUR
Haseko Corp. 13.09.2019 10.49 28.07.2017 10.62 235.00 0.00 30.00 62.35 76.95 2,525.10
-60.02
-2.38%
EUR
China Overseas Land & Investment 13.09.2019 3.05 28.07.2017 2.92 857.00 0.00 30.00 48.15 76.55 2,530.15
80.43
3.18%
EUR
Bed Bath & Beyond 13.09.2019 9.48 28.07.2017 24.21 103.00 0.00 30.00 51.25 75.45 2,523.41
-1,546.91
-61.30%
EUR
3i Group Plc 13.09.2019 12.39 28.07.2017 6.10 410.00 0.00 30.00 74.50 70.00 2,532.58
2,547.99
100.61%
EUR
Gazprom PJSC ADR 13.09.2019 6.47 28.07.2017 3.38 750.00 0.00 30.00 52.65 61.10 2,565.00
2,284.55
89.07%
EUR
Fossil 13.09.2019 11.83 28.07.2017 9.38 267.00 0.00 30.00 47.00 75.20 2,534.58
624.77
24.65%
EUR
Magna International 13.09.2019 48.59 12.05.2017 41.09 250.00 0.00 30.00 82.10 59.80 10,302.98
1,845.20
17.91%
EUR
MIND CTI LTD 13.09.2019 2.14 13.03.2017 2.27 3,306.00 0.00 30.00 80.25 60.50 7,530.39
-439.50
-5.84%
EUR
Capri Holdings 13.09.2019 28.85 17.01.2017 39.89 250.00 0.00 30.00 70.60 58.50 10,001.19
-2,789.34
-27.89%
EUR
MIND CTI LTD 13.09.2019 2.14 21.12.2016 2.39 1,050.00 0.00 30.00 80.25 62.70 2,536.09
-283.99
-11.20%
EUR
Alliance Resource Partners 13.09.2019 14.35 21.12.2016 21.75 230.00 0.00 30.00 88.35 69.10 5,032.56
-1,732.73
-34.43%
EUR
Franklin Resources 13.09.2019 26.95 18.08.2016 32.39 80.00 0.00 30.00 55.85 63.80 2,621.28
-464.89
-17.74%
EUR
Transocean 13.09.2019 5.16 12.08.2016 8.89 281.00 0.00 30.00 52.90 64.70 2,527.31
-1,076.26
-42.59%
EUR
Valero Energy 13.09.2019 77.08 12.08.2016 48.77 205.00 0.00 30.00 72.45 64.20 10,028.27
5,773.06
57.57%
EUR
Gilead Sciences 13.09.2019 59.95 21.06.2016 72.24 138.00 0.00 30.00 42.85 58.50 9,998.71
-1,725.91
-17.26%
EUR
Walgreens Boots 13.09.2019 50.46 03.01.2013 26.86 12.00 46.58 25.00 53.20 50.50 347.34
304.74
87.74%
EUR
Walgreens Boots 13.09.2019 50.46 03.01.2012 23.25 430.00 2,099.26 30.00 53.20 59.90 10,027.93
13,768.35
137.30%
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 €
  
  
  
  

 

 

Konto Depot
Gesamtkapital aktuell
9,252.42
EUR
Depotwert aktuell
8,922.07
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-747.58
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
53.91
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-8.08%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
0.61%
freies Kapital
384.26
EUR
investiertes Kapital
8,868.17
EUR
Steuer
0.00
EUR
Gebühren
410.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
alstria office 12.09.2019 14.90 19.03.2019 13.75 36.00 0.00 10.00 78.35 78.10 505.00
31.40
6.22%
EUR
Smucker J.M. 13.09.2019 95.99 19.03.2019 94.30 5.00 0.00 10.00 44.85 71.85 481.48
-1.54
-0.32%
EUR
Comcast 13.09.2019 42.25 13.04.2018 26.89 19.00 0.00 10.00 40.85 71.25 520.82
281.90
54.13%
EUR
LEG Immobilien 13.09.2019 99.94 06.04.2018 90.98 5.00 0.00 10.00 61.70 70.45 464.90
34.80
7.49%
EUR
EuroShop 13.09.2019 24.34 15.08.2017 34.08 15.00 0.00 10.00 69.15 71.35 521.20
-156.10
-29.95%
EUR
Capri Holdings 13.09.2019 28.85 15.08.2017 38.16 13.00 0.00 10.00 70.60 70.40 506.13
-131.11
-25.90%
EUR
Transocean 13.09.2019 5.16 15.08.2017 7.16 70.00 0.00 10.00 52.90 76.00 511.42
-149.94
-29.32%
EUR
China Overseas Land & Investment 13.09.2019 3.05 15.08.2017 2.73 183.00 0.00 10.00 48.15 76.55 509.13
48.32
9.49%
EUR
Sino Land 13.09.2019 1.39 15.08.2017 1.40 359.00 0.00 10.00 48.05 72.35 510.68
-10.40
-2.04%
EUR
Swire Pacific A 13.09.2019 9.04 15.08.2017 8.68 58.00 0.00 10.00 73.10 70.65 513.52
10.84
2.11%
EUR
Alliance Resource Partners 13.09.2019 14.35 15.08.2017 15.48 32.00 0.00 10.00 88.35 87.10 505.33
-46.22
-9.15%
EUR
American Eagle Outfitters 13.09.2019 16.14 15.08.2017 9.29 54.00 0.00 10.00 57.75 78.00 511.70
359.88
70.33%
EUR
BONSO Electronics International 13.09.2019 2.15 15.08.2017 2.11 237.00 0.00 10.00 44.35 87.85 510.25
0.21
0.04%
EUR
ADO Properties 13.09.2019 35.44 15.08.2017 39.14 13.00 0.00 10.00 79.85 75.85 518.82
-58.10
-11.20%
EUR
MIND CTI LTD 13.09.2019 2.14 15.08.2017 2.08 241.00 0.00 10.00 80.25 74.00 510.52
6.39
1.25%
EUR
Audi 13.09.2019 802.00 15.08.2017 678.31 1.00 0.00 10.00 71.10 71.10 688.31
113.69
16.52%
EUR
Baidu 13.09.2019 99.62 15.08.2017 189.62 3.00 0.00 10.00 83.20 79.80 578.87
-280.01
-48.37%
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 €
  
  
  
  

 

 

Konto Depot
Gesamtkapital aktuell
100,681.42
EUR
Depotwert aktuell
87,903.21
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
681.42
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
1,665.64
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
0.68%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
1.93%
freies Kapital
14,443.85
EUR
investiertes Kapital
86,237.57
EUR
Steuer
0.00
EUR
Gebühren
420.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
Alumina 13.09.2019 1.50 25.07.2019 1.44 3,472.00 0.00 20.00 80.65 85.15 5,019.68
174.40
3.47%
EUR
Geely Automobile Holdings 13.09.2019 1.63 27.06.2019 1.51 3,309.00 0.00 20.00 75.00 81.00 5,019.90
359.50
7.16%
EUR
Lindt & Spruengli AG 13.09.2019 6,627.41 30.05.2019 5,876.92 1.00 0.00 20.00 82.55 82.30 5,896.92
730.49
12.39%
EUR
Tokai Carbon 13.09.2019 9.60 25.04.2019 10.39 481.00 0.00 20.00 92.75 88.15 5,015.18
-398.10
-7.94%
EUR
Borgwarner 13.09.2019 36.05 28.03.2019 33.70 148.00 0.00 20.00 72.10 77.60 5,008.19
326.91
6.53%
EUR
Covestro 13.09.2019 44.90 31.01.2019 48.18 104.00 0.00 20.00 83.85 83.85 5,030.72
-361.12
-7.18%
EUR
Bed Bath & Beyond 13.09.2019 9.48 29.11.2018 11.02 454.00 0.00 20.00 51.25 76.55 5,020.81
-716.61
-14.27%
EUR
Aurubis 13.09.2019 43.46 25.10.2018 50.26 100.00 0.00 20.00 61.80 83.35 5,046.00
-700.00
-13.87%
EUR
British American Tobacco 13.09.2019 32.60 28.09.2018 41.03 122.00 0.00 20.00 69.60 84.90 5,025.29
-1,048.56
-20.87%
EUR
Axcelis Technologies 13.09.2019 16.59 30.08.2018 17.11 292.00 0.00 20.00 47.50 85.40 5,015.83
-171.23
-3.41%
EUR
IFA Hotel&Touristik 13.09.2019 6.45 26.07.2018 7.85 637.00 0.00 20.00 56.05 72.35 5,020.45
-911.80
-18.16%
EUR
Tosoh 13.09.2019 12.50 28.06.2018 13.34 375.00 0.00 20.00 81.10 81.85 5,023.25
-334.10
-6.65%
EUR
Enzon Pharmaceuticals 13.09.2019 0.23 26.04.2018 0.21 23,364.00 0.00 20.00 60.35 90.25 5,019.90
454.57
9.06%
EUR
CropEnergies AG 13.09.2019 5.79 29.03.2018 5.21 960.00 0.00 20.00 47.35 38.60 5,021.60
536.80
10.69%
EUR
Dialog Semiconductor 13.09.2019 42.12 25.01.2018 24.30 206.00 0.00 20.00 48.60 63.60 5,026.01
3,651.14
72.64%
EUR
Foot Locker 13.09.2019 36.33 07.12.2017 36.67 136.00 0.00 20.00 88.25 87.25 5,007.39
-66.87
-1.34%
EUR
BONSO Electronics International 13.09.2019 2.15 02.11.2017 2.09 2,396.00 0.00 20.00 44.35 87.85 5,020.45
140.22
2.79%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.