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Sample Portfolio - Value Investing

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.

 

Portfolio rules

Start capital:100.000 €
Buy at FScore:>= 70
Buy at SMA:EOD >= SMA200
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 $
Konto Depot
Gesamtkapital aktuell
241,161.90
EUR
Depotwert aktuell
186,310.25
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
165,076.56
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-28,794.13
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.45%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-13.39%
freies Kapital
26,057.52
EUR
investiertes Kapital
215,104.38
EUR
Steuer
-36,111.61
EUR
Gebühren
4,785.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
CSP 22.05.2020 7.31 07.10.2019 11.75 213.00 0.00 30.00 30.60 81.00 2,532.54
-974.56
-38.48%
EUR
Geely Automobile Holdings 22.05.2020 1.40 07.10.2019 1.53 1,634.00 0.00 30.00 62.70 81.00 2,531.65
-241.18
-9.53%
EUR
Sto Vz 22.05.2020 95.20 23.06.2019 95.00 26.00 0.00 30.00 80.20 77.20 2,500.00
-24.80
-0.99%
EUR
Micron Technology 22.05.2020 41.19 23.03.2019 36.83 68.00 0.00 30.00 82.00 90.00 2,534.10
266.96
10.53%
EUR
Sekisui House 22.05.2020 16.40 22.03.2019 14.62 171.00 0.00 30.00 76.20 70.60 2,530.19
274.07
10.83%
EUR
Lennar 22.05.2020 55.08 12.03.2019 43.15 58.00 0.00 30.00 80.20 75.10 2,532.41
662.14
26.15%
EUR
Eurokai Vz 22.05.2020 24.00 12.03.2019 34.40 73.00 0.00 30.00 69.10 70.20 2,541.20
-789.20
-31.06%
EUR
Peugeot SA 22.05.2020 11.53 12.03.2019 21.55 116.00 0.00 30.00 70.70 70.20 2,529.80
-1,192.32
-47.13%
EUR
Norilsk Nickel ADR 22.05.2020 28.08 12.03.2019 19.07 131.00 0.00 30.00 40.15 74.25 2,528.04
1,151.05
45.53%
EUR
Tosoh 22.05.2020 12.16 11.03.2019 13.40 187.00 0.00 30.00 81.10 81.85 2,536.36
-262.65
-10.36%
EUR
Rio Tinto 22.05.2020 47.43 04.03.2019 51.27 49.00 0.00 30.00 69.10 83.50 2,542.18
-217.91
-8.57%
EUR
Takkt AG 22.05.2020 8.60 20.02.2019 15.76 159.00 0.00 30.00 85.30 77.35 2,535.84
-1,168.44
-46.08%
EUR
Michelin 22.05.2020 86.78 19.02.2019 102.25 25.00 0.00 30.00 71.10 72.10 2,586.25
-416.75
-16.11%
EUR
Mediaset Espana Comunicacion 22.05.2020 3.06 19.02.2019 6.42 389.00 0.00 30.00 89.60 72.50 2,527.38
-1,337.04
-52.90%
EUR
China Merchants Port Holdings 22.05.2020 1.11 04.02.2019 1.74 1,435.00 0.00 30.00 72.85 65.45 2,529.77
-937.16
-37.05%
EUR
Taylor Wimpey Plc 22.05.2020 1.58 02.02.2019 1.93 1,298.00 0.00 30.00 83.75 82.75 2,529.95
-481.42
-19.03%
EUR
Teck Resources Ltd B 22.05.2020 8.38 31.01.2019 20.90 120.00 0.00 30.00 31.10 82.55 2,538.24
-1,532.11
-60.36%
EUR
Persimmon PLC 22.05.2020 24.22 31.01.2019 27.71 90.00 0.00 30.00 87.00 77.50 2,523.45
-343.49
-13.61%
EUR
Hang Lung Properties 22.05.2020 1.86 25.01.2019 1.83 1,370.00 0.00 30.00 48.05 72.60 2,530.25
21.68
0.86%
EUR
China Shenhua Energy 22.05.2020 2.05 22.01.2019 2.54 985.00 0.00 30.00 78.70 86.45 2,530.91
-513.70
-20.30%
EUR
Orlen 22.05.2020 13.59 15.01.2019 25.43 98.00 0.00 30.00 81.80 80.10 2,522.04
-1,190.10
-47.19%
EUR
ZEAL Network SE 22.05.2020 31.05 15.01.2019 24.10 104.00 0.00 30.00 21.50 77.00 2,536.40
692.80
27.31%
EUR
alstria office 21.05.2020 13.04 15.01.2019 12.76 196.00 0.00 30.00 78.35 74.45 2,530.96
24.88
0.98%
EUR
DWS Group 22.05.2020 31.39 07.12.2018 24.65 101.00 0.00 30.00 63.35 74.70 2,519.65
650.74
25.83%
EUR
Bridgestone 22.05.2020 27.73 06.12.2018 35.61 70.00 0.00 30.00 77.70 71.45 2,522.63
-581.38
-23.05%
EUR
Smucker J.M. 22.05.2020 99.51 13.11.2018 101.38 25.00 0.00 30.00 44.85 71.85 2,564.38
-76.73
-2.99%
EUR
Qurate Retail Group A 22.05.2020 7.14 06.11.2018 20.65 121.00 0.00 30.00 31.00 74.60 2,528.77
-1,664.79
-65.83%
EUR
AT&T 22.05.2020 27.39 24.10.2018 28.73 87.00 0.00 30.00 61.65 75.45 2,529.25
-146.49
-5.79%
EUR
Publity AG 22.05.2020 35.90 23.10.2018 15.00 166.00 0.00 30.00 17.40 79.10 2,520.00
3,439.40
136.48%
EUR
Dialog Semiconductor 22.05.2020 35.12 12.10.2018 22.00 114.00 0.00 30.00 73.10 72.60 2,538.00
1,466.15
57.77%
EUR
Grand City Properties 22.05.2020 19.60 26.09.2018 22.46 111.00 0.00 30.00 68.85 77.55 2,523.06
-347.46
-13.77%
EUR
Asseco Poland 22.05.2020 15.12 27.07.2018 10.33 240.00 0.00 30.00 62.50 72.60 2,509.20
1,118.42
44.57%
EUR
Mallinckrodt 22.05.2020 3.09 12.07.2018 17.86 142.00 0.00 30.00 38.00 82.60 2,566.40
-2,127.77
-82.91%
EUR
SALEM MEDIA GROUP 22.05.2020 0.71 06.07.2018 4.83 518.00 0.00 30.00 52.75 72.95 2,529.35
-2,159.01
-85.36%
EUR
EuroShop 22.05.2020 12.71 13.06.2018 32.10 78.00 0.00 30.00 73.50 70.15 2,533.80
-1,542.42
-60.87%
EUR
LEG Immobilien 22.05.2020 111.66 09.06.2018 94.66 26.00 0.00 30.00 63.45 70.45 2,491.16
412.00
16.54%
EUR
Hoftex 22.05.2020 9.90 08.06.2018 14.20 176.00 0.00 30.00 72.60 72.10 2,529.20
-786.80
-31.11%
EUR
Beasley Broadcast Group 22.05.2020 2.03 08.06.2018 9.89 253.00 0.00 30.00 68.00 80.50 2,530.90
-2,016.08
-79.66%
EUR
GLOBE LIFE 22.05.2020 66.49 07.05.2018 71.40 34.00 0.00 30.00 68.50 70.20 2,457.67
-197.00
-8.02%
EUR
Lindt & Spruengli AG 22.05.2020 7,404.72 07.05.2018 5,220.00 1.00 0.00 30.00 38.85 84.05 5,250.00
2,154.72
41.04%
EUR
Sun Hung Kai Properties 22.05.2020 10.73 13.12.2017 13.33 190.00 0.00 30.00 72.30 78.20 2,561.94
-523.99
-20.45%
EUR
Foot Locker 22.05.2020 24.59 05.10.2017 28.72 87.00 0.00 30.00 78.55 87.25 2,528.50
-388.96
-15.38%
EUR
Barratt Developments plc 22.05.2020 5.54 27.09.2017 6.86 678.00 0.00 30.00 80.35 80.85 4,683.63
-927.13
-19.80%
EUR
Foot Locker 22.05.2020 24.59 26.09.2017 29.21 86.00 0.00 30.00 78.55 87.25 2,541.89
-426.95
-16.80%
EUR
ADO Properties 22.05.2020 25.98 26.09.2017 41.62 60.00 0.00 30.00 83.25 75.85 2,527.20
-968.40
-38.32%
EUR
ZEAL Network SE 22.05.2020 31.05 26.09.2017 26.29 95.00 0.00 30.00 21.50 66.35 2,527.55
422.20
16.70%
EUR
Wharf Holdings 22.05.2020 1.53 26.09.2017 7.56 331.00 0.00 30.00 76.00 73.60 2,532.09
-2,024.29
-79.95%
EUR
Subaru 22.05.2020 18.59 28.07.2017 31.18 80.00 0.00 30.00 53.95 80.35 2,524.52
-1,037.52
-41.10%
EUR
Baidu 22.05.2020 94.34 28.07.2017 171.88 15.00 0.00 30.00 73.00 79.80 2,608.13
-1,192.97
-45.74%
EUR
Haseko Corp. 22.05.2020 10.58 28.07.2017 10.62 235.00 0.00 30.00 62.35 76.95 2,525.10
-37.93
-1.50%
EUR
China Overseas Land & Investment 22.05.2020 2.80 28.07.2017 2.92 857.00 0.00 30.00 56.85 76.55 2,530.15
-134.60
-5.32%
EUR
Bed Bath & Beyond 22.05.2020 6.14 28.07.2017 24.21 103.00 0.00 30.00 41.75 75.45 2,523.41
-1,890.86
-74.93%
EUR
Fossil 22.05.2020 2.96 28.07.2017 9.38 267.00 0.00 30.00 20.10 75.20 2,534.58
-1,744.09
-68.81%
EUR
3i Group Plc 22.05.2020 9.10 28.07.2017 6.10 410.00 0.00 30.00 72.90 70.00 2,532.58
1,198.40
47.32%
EUR
Gazprom PJSC ADR 22.05.2020 4.91 28.07.2017 3.38 750.00 0.00 30.00 47.55 61.10 2,565.00
1,115.51
43.49%
EUR
Magna International 22.05.2020 36.21 12.05.2017 41.09 250.00 0.00 30.00 83.30 59.80 10,302.98
-1,251.56
-12.15%
EUR
MIND CTI LTD 22.05.2020 1.64 13.03.2017 2.27 3,306.00 0.00 30.00 90.85 60.50 7,530.39
-2,106.19
-27.97%
EUR
Capri Holdings 22.05.2020 13.29 17.01.2017 39.89 250.00 0.00 30.00 75.20 58.50 10,001.19
-6,678.52
-66.78%
EUR
Alliance Resource Partners 22.05.2020 2.81 21.12.2016 21.75 230.00 0.00 30.00 38.35 69.10 5,032.56
-4,385.35
-87.14%
EUR
MIND CTI LTD 22.05.2020 1.64 21.12.2016 2.39 1,050.00 0.00 30.00 90.85 62.70 2,536.09
-813.34
-32.07%
EUR
Franklin Resources 22.05.2020 16.40 18.08.2016 32.39 80.00 0.00 30.00 61.55 63.80 2,621.28
-1,309.44
-49.95%
EUR
Valero Energy 22.05.2020 60.20 12.08.2016 48.77 205.00 0.00 30.00 73.35 64.20 10,028.27
2,313.20
23.07%
EUR
Transocean 22.05.2020 1.31 12.08.2016 8.89 281.00 0.00 30.00 23.35 64.70 2,527.31
-2,158.99
-85.43%
EUR
Gilead Sciences 22.05.2020 67.22 21.06.2016 72.24 138.00 0.00 30.00 42.85 58.50 9,998.71
-721.87
-7.22%
EUR
Walgreens Boots 22.05.2020 36.30 03.01.2013 26.86 12.00 46.58 25.00 72.10 50.50 347.34
134.81
38.81%
EUR
Walgreens Boots 22.05.2020 36.30 03.01.2012 23.25 430.00 2,099.26 30.00 72.10 59.90 10,027.93
7,679.19
76.58%
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
Buy at SMA:EOD >= SMA200
Sale at FScore:<= 40
Investment by purchcase:~500 €
Transaction fee:10 €
Konto Depot
Gesamtkapital aktuell
9,009.92
EUR
Depotwert aktuell
7,233.86
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-990.08
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-1,591.92
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-10.99%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-18.04%
freies Kapital
184.15
EUR
investiertes Kapital
8,825.77
EUR
Steuer
0.00
EUR
Gebühren
470.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
Arena Pharmaceuticals 22.05.2020 54.00 20.05.2020 47.83 10.00 0.00 10.00 64.50 76.50 488.33
51.64
10.57%
EUR
Lennar 22.05.2020 55.08 20.05.2020 53.36 9.00 0.00 10.00 80.20 80.20 490.22
5.48
1.12%
EUR
Micron Technology 22.05.2020 41.19 01.10.2019 39.35 13.00 0.00 10.00 82.00 90.00 521.60
13.90
2.67%
EUR
Smucker J.M. 22.05.2020 99.51 19.03.2019 94.30 5.00 0.00 10.00 44.85 71.85 481.48
16.05
3.33%
EUR
alstria office 21.05.2020 13.04 19.03.2019 13.75 36.00 0.00 10.00 78.35 78.10 505.00
-35.56
-7.04%
EUR
LEG Immobilien 22.05.2020 111.66 06.04.2018 90.98 5.00 0.00 10.00 63.45 70.45 464.90
93.40
20.09%
EUR
Alliance Resource Partners 22.05.2020 2.81 15.08.2017 15.48 32.00 0.00 10.00 38.35 87.10 505.33
-415.28
-82.18%
EUR
Audi 22.05.2020 1,030.00 15.08.2017 678.31 1.00 0.00 10.00 63.60 71.10 688.31
341.69
49.64%
EUR
MIND CTI LTD 22.05.2020 1.64 15.08.2017 2.08 241.00 0.00 10.00 90.85 74.00 510.52
-115.11
-22.55%
EUR
Baidu 22.05.2020 94.34 15.08.2017 189.62 3.00 0.00 10.00 73.00 79.80 578.87
-295.84
-51.11%
EUR
EuroShop 22.05.2020 12.71 15.08.2017 34.08 15.00 0.00 10.00 73.50 71.35 521.20
-330.55
-63.42%
EUR
Capri Holdings 22.05.2020 13.29 15.08.2017 38.16 13.00 0.00 10.00 75.20 70.40 506.13
-333.35
-65.86%
EUR
ADO Properties 22.05.2020 25.98 15.08.2017 39.14 13.00 0.00 10.00 83.25 75.85 518.82
-181.08
-34.90%
EUR
China Overseas Land & Investment 22.05.2020 2.80 15.08.2017 2.73 183.00 0.00 10.00 56.85 76.55 509.13
2.40
0.47%
EUR
American Eagle Outfitters 22.05.2020 8.22 15.08.2017 9.29 54.00 0.00 10.00 66.35 78.00 511.70
-67.72
-13.23%
EUR
Swire Pacific A 22.05.2020 5.20 15.08.2017 8.68 58.00 0.00 10.00 71.40 70.65 513.52
-211.89
-41.26%
EUR
Sino Land 22.05.2020 1.06 15.08.2017 1.40 359.00 0.00 10.00 77.70 72.35 510.68
-130.07
-25.47%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.
 
 

Fuchs-capital

The portfolio is managed by our cooperation partner Verlag Fuchsbriefe. Once a month, the editors of the exchange letter Fuchs-Kapital filter out a special share from the Finanzoo universe of Finanzoo GmbH. Fuchs-Kapital combines the Finanzoo system with its own value approach and takes into account its own research on the automatically selected companies. The aim is to create a particularly focused and profitable value portfolio by combining both approaches.

 

Portfolio rules

Start capital:100.000 €
Buy at FScore:>= 70
Sale at FScore:

<= 40

Investment by purchcase:~5000 €
Transaction fee:20€
Konto Depot
Gesamtkapital aktuell
107,060.92
EUR
Depotwert aktuell
52,680.92
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
7,060.92
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-13,472.77
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
6.60%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-20.37%
freies Kapital
40,907.23
EUR
investiertes Kapital
66,153.69
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 22.05.2020 0.89 25.07.2019 1.44 3,472.00 0.00 20.00 73.50 85.15 5,019.68
-1,932.72
-38.50%
EUR
Geely Automobile Holdings 22.05.2020 1.40 27.06.2019 1.51 3,309.00 0.00 20.00 62.70 81.00 5,019.90
-381.48
-7.60%
EUR
Lindt & Spruengli AG 22.05.2020 7,404.72 30.05.2019 5,876.92 1.00 0.00 20.00 38.85 82.30 5,896.92
1,507.80
25.57%
EUR
Tokai Carbon 22.05.2020 7.66 25.04.2019 10.39 481.00 0.00 20.00 74.45 88.15 5,015.18
-1,329.20
-26.50%
EUR
Borgwarner 22.05.2020 27.35 28.03.2019 33.70 148.00 0.00 20.00 75.95 77.60 5,008.19
-960.19
-19.17%
EUR
Covestro 22.05.2020 31.19 31.01.2019 48.18 104.00 0.00 20.00 67.35 83.85 5,030.72
-1,786.96
-35.52%
EUR
Bed Bath & Beyond 22.05.2020 6.14 29.11.2018 11.02 454.00 0.00 20.00 41.75 76.55 5,020.81
-2,232.70
-44.47%
EUR
Aurubis 22.05.2020 49.95 25.10.2018 50.26 100.00 0.00 20.00 56.70 83.35 5,046.00
-51.00
-1.01%
EUR
British American Tobacco 22.05.2020 35.18 28.09.2018 41.03 122.00 0.00 20.00 67.85 84.90 5,025.29
-733.35
-14.59%
EUR
IFA Hotel&Touristik 21.05.2020 4.30 26.07.2018 7.85 637.00 0.00 20.00 30.60 72.35 5,020.45
-2,281.35
-45.44%
EUR
Tosoh 22.05.2020 12.16 28.06.2018 13.34 375.00 0.00 20.00 81.10 81.85 5,023.25
-463.67
-9.23%
EUR
Enzon Pharmaceuticals 22.05.2020 0.16 26.04.2018 0.21 23,364.00 0.00 20.00 58.25 90.25 5,019.90
-1,165.12
-23.21%
EUR
Foot Locker 22.05.2020 24.59 07.12.2017 36.67 136.00 0.00 20.00 78.55 87.25 5,007.39
-1,662.83
-33.21%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.