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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
246,608.29
EUR
Depotwert aktuell
146,349.51
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
170,522.95
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-5,513.41
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
69.15%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-3.63%
freies Kapital
94,745.36
EUR
investiertes Kapital
151,862.92
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 14.01.2021 8.58 07.10.2019 11.75 213.00 0.00 30.00 -7.75 81.00 2,532.54
-705.44
-27.86%
EUR
Sto Vz 14.01.2021 137.20 23.06.2019 95.00 26.00 0.00 30.00 53.80 77.20 2,500.00
1,067.20
42.69%
EUR
Sekisui House 14.01.2021 17.06 22.03.2019 14.62 171.00 0.00 30.00 78.00 70.60 2,530.19
386.96
15.29%
EUR
Eurokai Vz 14.01.2021 27.60 12.03.2019 34.40 73.00 0.00 30.00 31.10 70.20 2,541.20
-526.40
-20.71%
EUR
Peugeot SA 14.01.2021 22.81 12.03.2019 21.55 116.00 0.00 30.00 67.50 70.20 2,529.80
116.16
4.59%
EUR
Lennar 14.01.2021 61.87 12.03.2019 43.15 58.00 0.00 30.00 74.85 75.10 2,532.41
1,055.95
41.70%
EUR
Norilsk Nickel ADR 14.01.2021 29.84 12.03.2019 19.07 131.00 0.00 30.00 60.85 74.25 2,528.04
1,381.17
54.63%
EUR
Tosoh 14.01.2021 14.00 11.03.2019 13.40 187.00 0.00 30.00 42.35 81.85 2,536.36
81.01
3.19%
EUR
Rio Tinto 14.01.2021 69.81 04.03.2019 51.27 49.00 0.00 30.00 68.60 83.50 2,542.18
878.56
34.56%
EUR
Takkt AG 14.01.2021 10.90 20.02.2019 15.76 159.00 0.00 30.00 69.50 77.35 2,535.84
-802.74
-31.66%
EUR
Mediaset Espana Comunicacion 14.01.2021 4.60 19.02.2019 6.42 389.00 0.00 30.00 92.00 72.50 2,527.38
-737.98
-29.20%
EUR
Michelin 14.01.2021 109.85 19.02.2019 102.25 25.00 0.00 30.00 33.10 72.10 2,586.25
160.00
6.19%
EUR
China Merchants Port Holdings 14.01.2021 1.08 04.02.2019 1.74 1,435.00 0.00 30.00 40.35 65.45 2,529.77
-978.88
-38.69%
EUR
Taylor Wimpey Plc 14.01.2021 1.86 02.02.2019 1.93 1,298.00 0.00 30.00 86.35 82.75 2,529.95
-121.67
-4.81%
EUR
Persimmon PLC 14.01.2021 30.02 31.01.2019 27.71 90.00 0.00 30.00 48.80 77.50 2,523.45
178.66
7.08%
EUR
China Shenhua Energy 14.01.2021 2.37 22.01.2019 2.54 985.00 0.00 30.00 43.10 86.45 2,530.91
-194.49
-7.68%
EUR
alstria office 14.01.2021 14.80 15.01.2019 12.76 196.00 0.00 30.00 37.35 74.45 2,530.96
369.84
14.61%
EUR
Orlen 14.01.2021 13.25 15.01.2019 25.43 98.00 0.00 30.00 72.10 80.10 2,522.04
-1,223.47
-48.51%
EUR
DWS Group 14.01.2021 35.04 07.12.2018 24.65 101.00 0.00 30.00 57.85 74.70 2,519.65
1,019.39
40.46%
EUR
Bridgestone 14.01.2021 30.94 06.12.2018 35.61 70.00 0.00 30.00 72.10 71.45 2,522.63
-356.49
-14.13%
EUR
Smucker J.M. 14.01.2021 92.83 13.11.2018 101.38 25.00 0.00 30.00 49.80 71.85 2,564.38
-243.60
-9.50%
EUR
AT&T 14.01.2021 24.16 24.10.2018 28.73 87.00 0.00 30.00 50.35 75.45 2,529.25
-427.47
-16.90%
EUR
Dialog Semiconductor 14.01.2021 49.37 12.10.2018 22.00 114.00 0.00 30.00 77.60 72.60 2,538.00
3,090.47
121.77%
EUR
Grand City Properties 14.01.2021 20.86 26.09.2018 22.46 111.00 0.00 30.00 14.25 77.55 2,523.06
-207.60
-8.23%
EUR
Asseco Poland 14.01.2021 14.42 27.07.2018 10.33 240.00 0.00 30.00 57.00 72.60 2,509.20
951.84
37.93%
EUR
SALEM MEDIA GROUP 14.01.2021 1.28 06.07.2018 4.83 518.00 0.00 30.00 17.75 72.95 2,529.35
-1,867.12
-73.82%
EUR
EuroShop 14.01.2021 19.02 13.06.2018 32.10 78.00 0.00 30.00 59.50 70.15 2,533.80
-1,050.24
-41.45%
EUR
LEG Immobilien 14.01.2021 121.98 09.06.2018 94.66 26.00 0.00 30.00 48.35 70.45 2,491.16
680.32
27.31%
EUR
Beasley Broadcast Group 14.01.2021 1.62 08.06.2018 9.89 253.00 0.00 30.00 49.00 80.50 2,530.90
-2,119.81
-83.76%
EUR
Hoftex 14.01.2021 12.90 08.06.2018 14.20 176.00 0.00 30.00 51.10 72.10 2,529.20
-258.80
-10.23%
EUR
GLOBE LIFE 14.01.2021 79.66 07.05.2018 71.40 34.00 0.00 30.00 45.30 70.20 2,457.67
250.74
10.20%
EUR
Sun Hung Kai Properties 14.01.2021 11.49 13.12.2017 13.33 190.00 0.00 30.00 39.00 78.20 2,561.94
-379.15
-14.80%
EUR
Foot Locker 14.01.2021 39.03 05.10.2017 28.72 87.00 0.00 30.00 54.95 87.25 2,528.50
867.07
34.29%
EUR
Wharf Holdings 14.01.2021 2.04 26.09.2017 7.56 331.00 0.00 30.00 57.00 73.60 2,532.09
-1,857.47
-73.36%
EUR
Foot Locker 14.01.2021 39.03 26.09.2017 29.21 86.00 0.00 30.00 54.95 87.25 2,541.89
814.65
32.05%
EUR
ADO Properties 14.01.2021 26.74 26.09.2017 41.62 60.00 0.00 30.00 86.85 75.85 2,527.20
-922.80
-36.51%
EUR
Subaru 14.01.2021 16.76 28.07.2017 31.18 80.00 0.00 30.00 48.00 80.35 2,524.52
-1,183.89
-46.90%
EUR
Haseko Corp. 14.01.2021 9.70 28.07.2017 10.62 235.00 0.00 30.00 4.25 76.95 2,525.10
-246.53
-9.76%
EUR
China Overseas Land & Investment 14.01.2021 1.79 28.07.2017 2.92 857.00 0.00 30.00 35.85 76.55 2,530.15
-996.80
-39.40%
EUR
Gazprom PJSC ADR 14.01.2021 5.12 28.07.2017 3.38 750.00 0.00 30.00 30.65 61.10 2,565.00
1,274.96
49.71%
EUR
Baidu 14.01.2021 205.38 28.07.2017 171.88 15.00 0.00 30.00 42.80 79.80 2,608.13
472.51
18.12%
EUR
Magna International 14.01.2021 61.38 12.05.2017 41.09 250.00 0.00 30.00 52.30 59.80 10,302.98
5,042.42
48.94%
EUR
MIND CTI LTD 14.01.2021 2.14 13.03.2017 2.27 3,306.00 0.00 30.00 69.25 60.50 7,530.39
-440.74
-5.85%
EUR
Alliance Resource Partners 14.01.2021 4.69 21.12.2016 21.75 230.00 0.00 30.00 111.75 69.10 5,032.56
-3,953.14
-78.55%
EUR
MIND CTI LTD 14.01.2021 2.14 21.12.2016 2.39 1,050.00 0.00 30.00 69.25 62.70 2,536.09
-284.39
-11.21%
EUR
Franklin Resources 14.01.2021 22.37 18.08.2016 32.39 80.00 0.00 30.00 52.20 63.80 2,621.28
-831.79
-31.73%
EUR
Valero Energy 14.01.2021 49.71 12.08.2016 48.77 205.00 0.00 30.00 55.35 64.20 10,028.27
162.42
1.62%
EUR
Gilead Sciences 14.01.2021 51.47 21.06.2016 72.24 138.00 0.00 30.00 56.85 58.50 9,998.71
-2,896.19
-28.97%
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
8,532.04
EUR
Depotwert aktuell
19,623.28
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-1,467.96
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
2,327.43
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-17.21%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
13.46%
freies Kapital
-8,763.81
EUR
investiertes Kapital
17,295.85
EUR
Steuer
0.00
EUR
Gebühren
860.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
HeidelbergCement 14.01.2021 67.44 23.10.2020 53.98 9.00 0.00 10.00 58.10 71.90 495.82
111.14
22.42%
EUR
AMS AG 14.01.2021 20.36 23.10.2020 20.25 25.00 0.00 10.00 73.50 74.30 516.25
-7.25
-1.40%
EUR
Anglo American Plc 14.01.2021 31.63 23.10.2020 21.39 23.00 0.00 10.00 68.95 77.95 501.90
225.62
44.95%
EUR
Mohawk Industries 14.01.2021 125.34 23.10.2020 86.23 6.00 0.00 10.00 52.30 70.10 527.40
224.67
42.60%
EUR
Trip.com 14.01.2021 27.22 23.10.2020 26.01 19.00 0.00 10.00 71.05 75.45 504.11
13.04
2.59%
EUR
Tokai Carbon 14.01.2021 11.80 23.10.2020 10.32 48.00 0.00 10.00 63.85 74.45 505.57
60.77
12.02%
EUR
Tokuyama 14.01.2021 20.28 23.10.2020 21.07 24.00 0.00 10.00 55.00 73.20 515.66
-28.92
-5.61%
EUR
Wharf Holdings 14.01.2021 2.04 23.10.2020 1.74 287.00 0.00 10.00 57.00 76.00 509.38
75.56
14.83%
EUR
Peugeot SA 14.01.2021 22.81 23.10.2020 15.96 31.00 0.00 10.00 67.50 70.70 504.76
202.35
40.09%
EUR
Steel Dynamics 14.01.2021 33.31 23.10.2020 27.19 18.00 0.00 10.00 65.55 80.35 499.43
100.07
20.04%
EUR
ITOCHU 14.01.2021 24.89 23.10.2020 20.90 24.00 0.00 10.00 52.50 70.70 511.59
85.79
16.77%
EUR
BASF 14.01.2021 68.10 23.10.2020 51.79 10.00 0.00 10.00 73.10 82.10 527.90
153.10
29.00%
EUR
Liberty Global C 14.01.2021 20.22 23.10.2020 17.57 28.00 0.00 10.00 98.00 78.00 502.00
64.27
12.80%
EUR
UPM Kymmene 14.01.2021 25.49 23.10.2020 26.04 19.00 0.00 10.00 50.55 73.95 504.76
-20.52
-4.07%
EUR
Methode Electronics Inc. 14.01.2021 34.25 23.10.2020 25.88 19.00 0.00 10.00 58.80 76.10 501.70
148.96
29.69%
EUR
Invesco 14.01.2021 16.72 23.10.2020 11.89 42.00 0.00 10.00 49.10 72.50 509.23
192.96
37.89%
EUR
Nucor 14.01.2021 46.75 23.10.2020 40.98 12.00 0.00 10.00 67.50 82.70 501.76
59.23
11.80%
EUR
PVH 14.01.2021 83.49 23.10.2020 51.96 10.00 0.00 10.00 43.50 75.70 529.61
305.33
57.65%
EUR
Buzzi Unicem 14.01.2021 21.26 23.10.2020 20.93 24.00 0.00 10.00 63.85 79.45 512.32
-2.08
-0.41%
EUR
Industrivarden A 14.01.2021 28.50 23.10.2020 23.80 21.00 0.00 10.00 67.70 77.40 509.86
88.66
17.39%
EUR
Tosoh 14.01.2021 14.00 23.10.2020 14.26 35.00 0.00 10.00 42.35 77.95 509.16
-19.28
-3.79%
EUR
Foot Locker 14.01.2021 39.03 23.10.2020 32.90 15.00 0.00 10.00 54.95 73.95 503.51
81.93
16.27%
EUR
Magna International 14.01.2021 61.38 23.10.2020 46.93 11.00 0.00 10.00 52.30 83.30 526.20
148.99
28.31%
EUR
Takkt AG 14.01.2021 10.90 23.10.2020 10.20 49.00 0.00 10.00 69.50 85.30 509.80
24.30
4.77%
EUR
RTL Group 14.01.2021 40.76 23.10.2020 33.16 15.00 0.00 10.00 64.25 78.45 507.40
104.00
20.50%
EUR
China Shenhua Energy 14.01.2021 2.37 23.10.2020 2.13 235.00 0.00 10.00 43.10 78.70 510.34
47.08
9.23%
EUR
Lennar 14.01.2021 61.87 20.05.2020 53.36 9.00 0.00 10.00 74.85 80.20 490.22
66.59
13.58%
EUR
Arena Pharmaceuticals 14.01.2021 66.45 20.05.2020 47.83 10.00 0.00 10.00 72.60 76.50 488.33
176.12
36.07%
EUR
Smucker J.M. 14.01.2021 92.83 19.03.2019 94.30 5.00 0.00 10.00 49.80 71.85 481.48
-17.32
-3.60%
EUR
LEG Immobilien 14.01.2021 121.98 06.04.2018 90.98 5.00 0.00 10.00 48.35 70.45 464.90
145.00
31.19%
EUR
Alliance Resource Partners 14.01.2021 4.69 15.08.2017 15.48 32.00 0.00 10.00 111.75 87.10 505.33
-355.15
-70.28%
EUR
ADO Properties 14.01.2021 26.74 15.08.2017 39.14 13.00 0.00 10.00 86.85 75.85 518.82
-171.20
-33.00%
EUR
MIND CTI LTD 14.01.2021 2.14 15.08.2017 2.08 241.00 0.00 10.00 69.25 74.00 510.52
6.30
1.23%
EUR
Baidu 14.01.2021 205.38 15.08.2017 189.62 3.00 0.00 10.00 42.80 79.80 578.87
37.26
6.44%
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
112,316.16
EUR
Depotwert aktuell
74,449.89
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
12,316.16
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
6,646.14
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
10.97%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
9.80%
freies Kapital
44,512.41
EUR
investiertes Kapital
67,803.75
EUR
Steuer
0.00
EUR
Gebühren
540.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
BB Biotech 14.01.2021 73.36 01.11.2020 55.76 90.00 0.00 20.00 72.00 86.00 5,038.58
1,563.44
31.03%
EUR
Methode Electronics Inc. 14.01.2021 34.25 24.09.2020 23.63 212.00 0.00 20.00 58.80 83.60 5,029.77
2,230.32
44.34%
EUR
Mediaset Espana Comunicacion 14.01.2021 4.60 27.08.2020 2.84 1,760.00 0.00 20.00 92.00 89.60 5,018.40
3,077.60
61.33%
EUR
China Mobile 14.01.2021 5.02 25.06.2020 6.31 793.00 0.00 20.00 43.60 79.20 5,021.45
-1,044.14
-20.79%
EUR
Canadian Natural Resources 14.01.2021 21.42 28.05.2020 16.63 300.00 0.00 20.00 84.85 85.05 5,008.10
1,418.33
28.32%
EUR
Alumina 14.01.2021 1.14 25.07.2019 1.44 3,472.00 0.00 20.00 74.60 85.15 5,019.68
-1,067.77
-21.27%
EUR
Tokai Carbon 14.01.2021 11.80 25.04.2019 10.39 481.00 0.00 20.00 63.85 88.15 5,015.18
660.01
13.16%
EUR
Borgwarner 14.01.2021 32.66 28.03.2019 33.70 148.00 0.00 20.00 60.30 77.60 5,008.19
-174.20
-3.48%
EUR
Covestro 14.01.2021 55.06 31.01.2019 48.18 52.00 0.00 20.00 35.75 83.85 2,525.36
337.76
13.37%
EUR
Aurubis 14.01.2021 65.58 25.10.2018 50.26 100.00 0.00 20.00 77.35 83.35 5,046.00
1,512.00
29.96%
EUR
British American Tobacco 14.01.2021 31.26 28.09.2018 41.03 122.00 0.00 20.00 59.85 84.90 5,025.29
-1,211.53
-24.11%
EUR
IFA Hotel&Touristik 14.01.2021 4.58 26.07.2018 7.85 637.00 0.00 20.00 -4.10 72.35 5,020.45
-2,102.99
-41.89%
EUR
Enzon Pharmaceuticals 14.01.2021 0.26 26.04.2018 0.21 23,364.00 0.00 20.00 12.25 90.25 5,019.90
1,146.70
22.84%
EUR
Foot Locker 14.01.2021 39.03 07.12.2017 36.67 136.00 0.00 20.00 54.95 87.25 5,007.39
300.63
6.00%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.