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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
240,151.29
EUR
Depotwert aktuell
144,458.07
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
164,065.95
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-37,520.24
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.32%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-20.62%
freies Kapital
58,172.97
EUR
investiertes Kapital
181,978.32
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 30.10.2020 6.06 07.10.2019 11.75 213.00 0.00 30.00 30.60 81.00 2,532.54
-1,241.65
-49.03%
EUR
Geely Automobile Holdings 30.10.2020 1.75 07.10.2019 1.53 1,634.00 0.00 30.00 50.70 81.00 2,531.65
335.30
13.24%
EUR
Sto Vz 30.10.2020 107.40 23.06.2019 95.00 26.00 0.00 30.00 72.70 77.20 2,500.00
292.40
11.70%
EUR
Sekisui House 30.10.2020 14.11 22.03.2019 14.62 171.00 0.00 30.00 76.20 70.60 2,530.19
-117.53
-4.65%
EUR
Eurokai Vz 30.10.2020 22.40 12.03.2019 34.40 73.00 0.00 30.00 69.10 70.20 2,541.20
-906.00
-35.65%
EUR
Peugeot SA 30.10.2020 15.43 12.03.2019 21.55 116.00 0.00 30.00 70.70 70.20 2,529.80
-739.92
-29.25%
EUR
Norilsk Nickel ADR 30.10.2020 20.30 12.03.2019 19.07 131.00 0.00 30.00 53.65 74.25 2,528.04
131.46
5.20%
EUR
Lennar 30.10.2020 60.03 12.03.2019 43.15 58.00 0.00 30.00 72.70 75.10 2,532.41
949.48
37.49%
EUR
Tosoh 30.10.2020 13.81 11.03.2019 13.40 187.00 0.00 30.00 77.95 81.85 2,536.36
46.26
1.82%
EUR
Rio Tinto 30.10.2020 47.44 04.03.2019 51.27 49.00 0.00 30.00 66.10 83.50 2,542.18
-217.55
-8.56%
EUR
Takkt AG 30.10.2020 9.10 20.02.2019 15.76 159.00 0.00 30.00 85.30 77.35 2,535.84
-1,088.94
-42.94%
EUR
Mediaset Espana Comunicacion 30.10.2020 2.87 19.02.2019 6.42 389.00 0.00 30.00 89.60 72.50 2,527.38
-1,410.95
-55.83%
EUR
Michelin 30.10.2020 92.64 19.02.2019 102.25 25.00 0.00 30.00 71.10 72.10 2,586.25
-270.25
-10.45%
EUR
China Merchants Port Holdings 30.10.2020 0.91 04.02.2019 1.74 1,435.00 0.00 30.00 72.85 65.45 2,529.77
-1,229.30
-48.59%
EUR
Taylor Wimpey Plc 30.10.2020 1.17 02.02.2019 1.93 1,298.00 0.00 30.00 88.35 82.75 2,529.95
-1,012.20
-40.01%
EUR
Persimmon PLC 30.10.2020 25.77 31.01.2019 27.71 90.00 0.00 30.00 81.00 77.50 2,523.45
-204.27
-8.09%
EUR
China Shenhua Energy 30.10.2020 2.12 22.01.2019 2.54 985.00 0.00 30.00 78.70 86.45 2,530.91
-445.75
-17.61%
EUR
alstria office 30.10.2020 10.93 15.01.2019 12.76 196.00 0.00 30.00 85.25 74.45 2,530.96
-388.68
-15.36%
EUR
Orlen 30.10.2020 8.16 15.01.2019 25.43 98.00 0.00 30.00 31.80 80.10 2,522.04
-1,722.82
-68.31%
EUR
DWS Group 30.10.2020 29.16 07.12.2018 24.65 101.00 0.00 30.00 70.85 74.70 2,519.65
425.51
16.89%
EUR
Bridgestone 30.10.2020 27.70 06.12.2018 35.61 70.00 0.00 30.00 77.70 71.45 2,522.63
-583.39
-23.13%
EUR
Smucker J.M. 30.10.2020 95.91 13.11.2018 101.38 25.00 0.00 30.00 46.60 71.85 2,564.38
-166.67
-6.50%
EUR
AT&T 30.10.2020 23.10 24.10.2018 28.73 87.00 0.00 30.00 73.75 75.45 2,529.25
-519.84
-20.55%
EUR
Dialog Semiconductor 30.10.2020 32.78 12.10.2018 22.00 114.00 0.00 30.00 73.10 72.60 2,538.00
1,199.10
47.25%
EUR
Grand City Properties 30.10.2020 19.49 26.09.2018 22.46 111.00 0.00 30.00 68.85 77.55 2,523.06
-359.67
-14.26%
EUR
Asseco Poland 30.10.2020 13.58 27.07.2018 10.33 240.00 0.00 30.00 62.50 72.60 2,509.20
749.97
29.89%
EUR
SALEM MEDIA GROUP 30.10.2020 0.71 06.07.2018 4.83 518.00 0.00 30.00 2.75 72.95 2,529.35
-2,161.84
-85.47%
EUR
EuroShop 30.10.2020 10.84 13.06.2018 32.10 78.00 0.00 30.00 73.50 70.15 2,533.80
-1,688.28
-66.63%
EUR
LEG Immobilien 30.10.2020 116.02 09.06.2018 94.66 26.00 0.00 30.00 63.45 70.45 2,491.16
525.36
21.09%
EUR
Hoftex 30.10.2020 9.45 08.06.2018 14.20 176.00 0.00 30.00 69.90 72.10 2,529.20
-866.00
-34.24%
EUR
Beasley Broadcast Group 30.10.2020 1.03 08.06.2018 9.89 253.00 0.00 30.00 68.00 80.50 2,530.90
-2,269.22
-89.66%
EUR
GLOBE LIFE 30.10.2020 69.32 07.05.2018 71.40 34.00 0.00 30.00 61.00 70.20 2,457.67
-100.94
-4.11%
EUR
Sun Hung Kai Properties 30.10.2020 10.93 13.12.2017 13.33 190.00 0.00 30.00 78.00 78.20 2,561.94
-485.00
-18.93%
EUR
Foot Locker 30.10.2020 31.53 05.10.2017 28.72 87.00 0.00 30.00 73.95 87.25 2,528.50
214.18
8.47%
EUR
Barratt Developments plc 30.10.2020 5.33 27.09.2017 6.86 678.00 0.00 30.00 46.55 80.85 4,683.63
-1,071.23
-22.87%
EUR
Wharf Holdings 30.10.2020 1.76 26.09.2017 7.56 331.00 0.00 30.00 76.00 73.60 2,532.09
-1,948.21
-76.94%
EUR
Foot Locker 30.10.2020 31.53 26.09.2017 29.21 86.00 0.00 30.00 73.95 87.25 2,541.89
169.26
6.66%
EUR
ADO Properties 30.10.2020 21.58 26.09.2017 41.62 60.00 0.00 30.00 83.25 75.85 2,527.20
-1,232.40
-48.77%
EUR
Subaru 30.10.2020 15.57 28.07.2017 31.18 80.00 0.00 30.00 65.70 80.35 2,524.52
-1,278.77
-50.65%
EUR
Baidu 30.10.2020 113.73 28.07.2017 171.88 15.00 0.00 30.00 73.00 79.80 2,608.13
-902.17
-34.59%
EUR
China Overseas Land & Investment 30.10.2020 2.14 28.07.2017 2.92 857.00 0.00 30.00 61.45 76.55 2,530.15
-697.16
-27.55%
EUR
Haseko Corp. 30.10.2020 10.19 28.07.2017 10.62 235.00 0.00 30.00 47.65 76.95 2,525.10
-130.31
-5.16%
EUR
Bed Bath & Beyond 30.10.2020 16.93 28.07.2017 24.21 103.00 0.00 30.00 37.15 75.45 2,523.41
-780.13
-30.92%
EUR
Gazprom PJSC ADR 30.10.2020 3.30 28.07.2017 3.38 750.00 0.00 30.00 47.55 61.10 2,565.00
-90.00
-3.51%
EUR
Magna International 30.10.2020 43.69 12.05.2017 41.09 250.00 0.00 30.00 83.30 59.80 10,302.98
619.23
6.01%
EUR
MIND CTI LTD 30.10.2020 1.88 13.03.2017 2.27 3,306.00 0.00 30.00 90.85 60.50 7,530.39
-1,313.26
-17.44%
EUR
Capri Holdings 30.10.2020 18.14 17.01.2017 39.89 250.00 0.00 30.00 46.00 58.50 10,001.19
-5,466.48
-54.66%
EUR
MIND CTI LTD 30.10.2020 1.88 21.12.2016 2.39 1,050.00 0.00 30.00 90.85 62.70 2,536.09
-561.50
-22.14%
EUR
Alliance Resource Partners 30.10.2020 2.75 21.12.2016 21.75 230.00 0.00 30.00 88.35 69.10 5,032.56
-4,399.50
-87.42%
EUR
Franklin Resources 30.10.2020 16.03 18.08.2016 32.39 80.00 0.00 30.00 61.55 63.80 2,621.28
-1,339.08
-51.08%
EUR
Valero Energy 30.10.2020 33.00 12.08.2016 48.77 205.00 0.00 30.00 77.95 64.20 10,028.27
-3,262.49
-32.53%
EUR
Gilead Sciences 30.10.2020 49.71 21.06.2016 72.24 138.00 0.00 30.00 44.35 58.50 9,998.71
-3,139.20
-31.40%
EUR
Walgreens Boots 30.10.2020 29.10 03.01.2013 26.86 12.00 46.58 25.00 45.40 50.50 347.34
48.41
13.94%
EUR
Walgreens Boots 30.10.2020 29.10 03.01.2012 23.25 430.00 2,099.26 30.00 45.40 59.90 10,027.93
4,583.21
45.70%
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
8,423.13
EUR
Depotwert aktuell
21,025.15
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-1,576.87
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-985.86
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-18.72%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-4.48%
freies Kapital
-13,587.88
EUR
investiertes Kapital
22,011.01
EUR
Steuer
0.00
EUR
Gebühren
790.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
Olympic Steel 30.10.2020 9.75 23.10.2020 9.72 51.00 0.00 10.00 72.50 72.50 505.75
-8.33
-1.65%
EUR
PVH 30.10.2020 49.83 23.10.2020 51.96 10.00 0.00 10.00 75.70 75.70 529.61
-31.35
-5.92%
EUR
Nucor 30.10.2020 40.83 23.10.2020 40.98 12.00 0.00 10.00 82.70 82.70 501.76
-11.86
-2.36%
EUR
Invesco 30.10.2020 11.21 23.10.2020 11.89 42.00 0.00 10.00 72.50 72.50 509.23
-38.56
-7.57%
EUR
AMS AG 30.10.2020 18.32 23.10.2020 20.25 25.00 0.00 10.00 74.30 74.30 516.25
-58.25
-11.28%
EUR
Mohawk Industries 30.10.2020 88.21 23.10.2020 86.23 6.00 0.00 10.00 70.10 70.10 527.40
1.84
0.35%
EUR
Trip.com 30.10.2020 24.58 23.10.2020 26.01 19.00 0.00 10.00 75.45 75.45 504.11
-37.01
-7.34%
EUR
Tokai Carbon 30.10.2020 9.65 23.10.2020 10.32 48.00 0.00 10.00 74.45 74.45 505.57
-42.31
-8.37%
EUR
Tokuyama 30.10.2020 18.91 23.10.2020 21.07 24.00 0.00 10.00 73.20 73.20 515.66
-61.82
-11.99%
EUR
Wharf Holdings 30.10.2020 1.76 23.10.2020 1.74 287.00 0.00 10.00 76.00 76.00 509.38
-3.11
-0.61%
EUR
Peugeot SA 30.10.2020 15.43 23.10.2020 15.96 31.00 0.00 10.00 70.70 70.70 504.76
-26.43
-5.24%
EUR
Steel Dynamics 30.10.2020 26.91 23.10.2020 27.19 18.00 0.00 10.00 80.35 80.35 499.43
-15.06
-3.02%
EUR
ITOCHU 30.10.2020 20.43 23.10.2020 20.90 24.00 0.00 10.00 70.70 70.70 511.59
-21.26
-4.16%
EUR
BASF 30.10.2020 47.07 23.10.2020 51.79 10.00 0.00 10.00 82.10 82.10 527.90
-57.20
-10.84%
EUR
Liberty Global C 30.10.2020 15.95 23.10.2020 17.57 28.00 0.00 10.00 78.00 78.00 502.00
-55.38
-11.03%
EUR
UPM Kymmene 30.10.2020 20.74 23.10.2020 26.04 19.00 0.00 10.00 76.95 73.95 504.76
-110.75
-21.94%
EUR
Methode Electronics Inc. 30.10.2020 26.30 23.10.2020 25.88 19.00 0.00 10.00 76.10 76.10 501.70
-1.96
-0.39%
EUR
China Shenhua Energy 30.10.2020 2.12 23.10.2020 2.13 235.00 0.00 10.00 78.70 78.70 510.34
-12.87
-2.52%
EUR
Takkt AG 30.10.2020 9.10 23.10.2020 10.20 49.00 0.00 10.00 85.30 85.30 509.80
-63.90
-12.53%
EUR
Tosoh 30.10.2020 13.81 23.10.2020 14.26 35.00 0.00 10.00 77.95 77.95 509.16
-25.78
-5.06%
EUR
Industrivarden A 30.10.2020 23.09 23.10.2020 23.80 21.00 0.00 10.00 77.40 77.40 509.86
-24.87
-4.88%
EUR
Magna International 30.10.2020 43.69 23.10.2020 46.93 11.00 0.00 10.00 83.30 83.30 526.20
-45.63
-8.67%
EUR
Buzzi Unicem 30.10.2020 18.57 23.10.2020 20.93 24.00 0.00 10.00 79.45 79.45 512.32
-66.64
-13.01%
EUR
HeidelbergCement 30.10.2020 49.12 23.10.2020 53.98 9.00 0.00 10.00 76.50 71.90 495.82
-53.74
-10.84%
EUR
Anglo American Plc 30.10.2020 19.98 23.10.2020 21.39 23.00 0.00 10.00 77.95 77.95 501.90
-42.43
-8.45%
EUR
Michelin 30.10.2020 92.64 23.10.2020 93.12 5.00 0.00 10.00 71.10 71.10 475.60
-12.40
-2.61%
EUR
RTL Group 30.10.2020 32.62 23.10.2020 33.16 15.00 0.00 10.00 78.45 78.45 507.40
-18.10
-3.57%
EUR
Foot Locker 30.10.2020 31.53 23.10.2020 32.90 15.00 0.00 10.00 73.95 73.95 503.51
-30.64
-6.08%
EUR
Einhell Germany Vz 30.10.2020 78.80 01.06.2020 61.60 8.00 0.00 10.00 72.70 84.80 502.80
127.60
25.38%
EUR
Arena Pharmaceuticals 30.10.2020 73.27 20.05.2020 47.83 10.00 0.00 10.00 55.40 76.50 488.33
244.40
50.05%
EUR
Lennar 30.10.2020 60.03 20.05.2020 53.36 9.00 0.00 10.00 72.70 80.20 490.22
50.07
10.21%
EUR
alstria office 30.10.2020 10.93 19.03.2019 13.75 36.00 0.00 10.00 85.25 78.10 505.00
-111.52
-22.08%
EUR
Smucker J.M. 30.10.2020 95.91 19.03.2019 94.30 5.00 0.00 10.00 46.60 71.85 481.48
-1.93
-0.40%
EUR
LEG Immobilien 30.10.2020 116.02 06.04.2018 90.98 5.00 0.00 10.00 63.45 70.45 464.90
115.20
24.78%
EUR
Sino Land 30.10.2020 1.01 15.08.2017 1.40 359.00 0.00 10.00 73.40 72.35 510.68
-148.13
-29.01%
EUR
Baidu 30.10.2020 113.73 15.08.2017 189.62 3.00 0.00 10.00 73.00 79.80 578.87
-237.67
-41.06%
EUR
American Eagle Outfitters 30.10.2020 11.72 15.08.2017 9.29 54.00 0.00 10.00 55.85 78.00 511.70
121.14
23.67%
EUR
ADO Properties 30.10.2020 21.58 15.08.2017 39.14 13.00 0.00 10.00 83.25 75.85 518.82
-238.28
-45.93%
EUR
Capri Holdings 30.10.2020 18.14 15.08.2017 38.16 13.00 0.00 10.00 46.00 70.40 506.13
-270.32
-53.41%
EUR
Alliance Resource Partners 30.10.2020 2.75 15.08.2017 15.48 32.00 0.00 10.00 88.35 87.10 505.33
-417.25
-82.57%
EUR
MIND CTI LTD 30.10.2020 1.88 15.08.2017 2.08 241.00 0.00 10.00 90.85 74.00 510.52
-57.31
-11.23%
EUR
Audi 30.10.2020 1,620.00 15.08.2017 678.31 1.00 0.00 10.00 41.10 71.10 688.31
931.69
135.36%
EUR
China Overseas Land & Investment 30.10.2020 2.14 15.08.2017 2.73 183.00 0.00 10.00 61.45 76.55 509.13
-117.72
-23.12%
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
78,946.01
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
7,060.92
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-7,285.40
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
6.60%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-8.45%
freies Kapital
20,829.51
EUR
investiertes Kapital
86,231.41
EUR
Steuer
0.00
EUR
Gebühren
500.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
Methode Electronics Inc. 30.10.2020 26.30 24.09.2020 23.63 212.00 0.00 20.00 76.10 83.60 5,029.77
546.30
10.86%
EUR
Mediaset Espana Comunicacion 30.10.2020 2.87 27.08.2020 2.84 1,760.00 0.00 20.00 89.60 89.60 5,018.40
32.80
0.65%
EUR
China Mobile 30.10.2020 5.29 25.06.2020 6.31 793.00 0.00 20.00 79.20 79.20 5,021.45
-829.27
-16.51%
EUR
Canadian Natural Resources 30.10.2020 13.58 28.05.2020 16.63 300.00 0.00 20.00 85.05 85.05 5,008.10
-935.49
-18.68%
EUR
Alumina 30.10.2020 0.85 25.07.2019 1.44 3,472.00 0.00 20.00 73.50 85.15 5,019.68
-2,081.49
-41.47%
EUR
Geely Automobile Holdings 30.10.2020 1.75 27.06.2019 1.51 3,309.00 0.00 20.00 50.70 81.00 5,019.90
785.93
15.66%
EUR
Lindt & Spruengli AG 30.10.2020 6,779.09 30.05.2019 5,876.92 1.00 0.00 20.00 38.85 82.30 5,896.92
882.17
14.96%
EUR
Tokai Carbon 30.10.2020 9.65 25.04.2019 10.39 481.00 0.00 20.00 74.45 88.15 5,015.18
-372.94
-7.44%
EUR
Borgwarner 30.10.2020 29.90 28.03.2019 33.70 148.00 0.00 20.00 75.95 77.60 5,008.19
-582.86
-11.64%
EUR
Covestro 30.10.2020 40.97 31.01.2019 48.18 104.00 0.00 20.00 61.35 83.85 5,030.72
-769.84
-15.30%
EUR
Bed Bath & Beyond 30.10.2020 16.93 29.11.2018 11.02 454.00 0.00 20.00 37.15 76.55 5,020.81
2,663.16
53.04%
EUR
Aurubis 30.10.2020 54.94 25.10.2018 50.26 100.00 0.00 20.00 56.70 83.35 5,046.00
448.00
8.88%
EUR
British American Tobacco 30.10.2020 27.00 28.09.2018 41.03 122.00 0.00 20.00 67.85 84.90 5,025.29
-1,730.79
-34.44%
EUR
IFA Hotel&Touristik 29.10.2020 3.56 26.07.2018 7.85 637.00 0.00 20.00 30.60 72.35 5,020.45
-2,752.73
-54.83%
EUR
Tosoh 30.10.2020 13.81 28.06.2018 13.34 375.00 0.00 20.00 77.95 81.85 5,023.25
155.81
3.10%
EUR
Enzon Pharmaceuticals 30.10.2020 0.13 26.04.2018 0.21 23,364.00 0.00 20.00 58.25 90.25 5,019.90
-2,024.17
-40.32%
EUR
Foot Locker 30.10.2020 31.53 07.12.2017 36.67 136.00 0.00 20.00 73.95 87.25 5,007.39
-719.99
-14.38%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.