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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
244,255.58
EUR
Depotwert aktuell
228,093.55
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
168,170.24
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
7,925.12
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.85%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
3.60%
freies Kapital
24,087.14
EUR
investiertes Kapital
220,168.44
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
Geely Automobile Holdings 26.02.2020 1.75 07.10.2019 1.53 1,634.00 0.00 30.00 70.50 81.00 2,531.65
332.90
13.15%
EUR
CSP 26.02.2020 12.57 07.10.2019 11.75 213.00 0.00 30.00 30.60 81.00 2,532.54
144.78
5.72%
EUR
Sto Vz 26.02.2020 101.00 23.06.2019 95.00 26.00 0.00 30.00 77.20 77.20 2,500.00
126.00
5.04%
EUR
Micron Technology 26.02.2020 48.15 23.03.2019 36.83 68.00 0.00 30.00 82.00 90.00 2,534.10
740.39
29.22%
EUR
Sekisui House 26.02.2020 19.13 22.03.2019 14.62 171.00 0.00 30.00 56.70 70.60 2,530.19
741.07
29.29%
EUR
Eurokai Vz 26.02.2020 30.90 12.03.2019 34.40 73.00 0.00 30.00 78.20 70.20 2,541.20
-285.50
-11.23%
EUR
Peugeot SA 21.02.2020 19.14 12.03.2019 21.55 116.00 0.00 30.00 70.20 70.20 2,529.80
-309.56
-12.24%
EUR
Lennar 26.02.2020 59.60 12.03.2019 43.15 58.00 0.00 30.00 77.20 75.10 2,532.41
924.51
36.51%
EUR
Norilsk Nickel ADR 26.02.2020 30.38 12.03.2019 19.07 131.00 0.00 30.00 61.25 74.25 2,528.04
1,451.78
57.43%
EUR
Tosoh 26.02.2020 13.15 11.03.2019 13.40 187.00 0.00 30.00 81.10 81.85 2,536.36
-76.64
-3.02%
EUR
Rio Tinto 25.02.2020 46.37 04.03.2019 51.27 49.00 0.00 30.00 83.00 83.50 2,542.18
-270.03
-10.62%
EUR
Takkt AG 26.02.2020 11.88 20.02.2019 15.76 159.00 0.00 30.00 83.60 77.35 2,535.84
-646.92
-25.51%
EUR
Mediaset Espana Comunicacion 26.02.2020 4.87 19.02.2019 6.42 389.00 0.00 30.00 89.60 72.50 2,527.38
-632.95
-25.04%
EUR
Michelin 26.02.2020 101.80 19.02.2019 102.25 25.00 0.00 30.00 71.10 72.10 2,586.25
-41.25
-1.59%
EUR
China Merchants Port Holdings 26.02.2020 1.42 04.02.2019 1.74 1,435.00 0.00 30.00 72.85 65.45 2,529.77
-494.30
-19.54%
EUR
Taylor Wimpey Plc 26.02.2020 2.54 02.02.2019 1.93 1,298.00 0.00 30.00 83.00 82.75 2,529.95
763.35
30.17%
EUR
Teck Resources Ltd B 07.02.2020 12.31 31.01.2019 20.90 120.00 0.00 30.00 82.80 82.55 2,538.24
-1,061.06
-41.80%
EUR
Persimmon PLC 26.02.2020 36.84 31.01.2019 27.71 90.00 0.00 30.00 87.00 77.50 2,523.45
791.92
31.38%
EUR
Hang Lung Properties 26.02.2020 2.10 25.01.2019 1.83 1,370.00 0.00 30.00 47.80 72.60 2,530.25
341.01
13.48%
EUR
China Shenhua Energy 26.02.2020 2.16 22.01.2019 2.54 985.00 0.00 30.00 82.80 86.45 2,530.91
-406.32
-16.05%
EUR
Orlen 26.02.2020 15.69 15.01.2019 25.43 98.00 0.00 30.00 81.80 80.10 2,522.04
-984.03
-39.02%
EUR
alstria office 25.02.2020 18.58 15.01.2019 12.76 196.00 0.00 30.00 73.75 74.45 2,530.96
1,110.72
43.89%
EUR
ZEAL Network SE 08.11.2019 20.18 15.01.2019 24.10 104.00 0.00 30.00 88.10 77.00 2,536.40
-437.68
-17.26%
EUR
PGE Polska Grupa Energetyczn 26.02.2020 1.18 08.01.2019 2.27 1,102.00 0.00 30.00 -5.15 71.85 2,529.34
-1,232.81
-48.74%
EUR
DWS Group 26.02.2020 36.37 07.12.2018 24.65 101.00 0.00 30.00 45.35 74.70 2,519.65
1,153.72
45.79%
EUR
Bridgestone 26.02.2020 31.48 06.12.2018 35.61 70.00 0.00 30.00 77.70 71.45 2,522.63
-319.36
-12.66%
EUR
Smucker J.M. 26.02.2020 100.39 13.11.2018 101.38 25.00 0.00 30.00 44.85 71.85 2,564.38
-54.60
-2.13%
EUR
Qurate Retail Group A 24.02.2020 8.34 06.11.2018 20.65 121.00 0.00 30.00 66.70 74.60 2,528.77
-1,519.65
-60.09%
EUR
AT&T 26.02.2020 34.11 24.10.2018 28.73 87.00 0.00 30.00 42.15 75.45 2,529.25
438.62
17.34%
EUR
Publity AG 26.02.2020 35.15 23.10.2018 15.00 166.00 0.00 30.00 37.85 79.10 2,520.00
3,314.90
131.54%
EUR
Dialog Semiconductor 26.02.2020 35.68 12.10.2018 22.00 114.00 0.00 30.00 48.60 72.60 2,538.00
1,529.13
60.25%
EUR
Grand City Properties 26.02.2020 22.82 26.09.2018 22.46 111.00 0.00 30.00 69.80 77.55 2,523.06
9.96
0.39%
EUR
Asseco Poland 26.02.2020 14.90 27.07.2018 10.33 240.00 0.00 30.00 41.40 72.60 2,509.20
1,066.88
42.52%
EUR
Mallinckrodt 21.02.2020 4.71 12.07.2018 17.86 142.00 0.00 30.00 46.00 82.60 2,566.40
-1,897.89
-73.95%
EUR
SALEM MEDIA GROUP 26.02.2020 1.16 06.07.2018 4.83 518.00 0.00 30.00 52.75 72.95 2,529.35
-1,929.21
-76.27%
EUR
EuroShop 26.02.2020 24.16 13.06.2018 32.10 78.00 0.00 30.00 55.65 70.15 2,533.80
-649.32
-25.63%
EUR
LEG Immobilien 26.02.2020 114.90 09.06.2018 94.66 26.00 0.00 30.00 57.10 70.45 2,491.16
496.24
19.92%
EUR
Hoftex 26.02.2020 11.00 08.06.2018 14.20 176.00 0.00 30.00 72.60 72.10 2,529.20
-593.20
-23.45%
EUR
Beasley Broadcast Group 26.02.2020 3.03 08.06.2018 9.89 253.00 0.00 30.00 63.40 80.50 2,530.90
-1,765.54
-69.76%
EUR
Lindt & Spruengli AG 26.02.2020 7,575.40 07.05.2018 5,220.00 1.00 0.00 30.00 82.55 84.05 5,250.00
2,325.40
44.29%
EUR
GLOBE LIFE 25.02.2020 94.78 07.05.2018 71.40 34.00 0.00 30.00 48.60 70.20 2,457.67
764.92
31.12%
EUR
Sun Hung Kai Properties 26.02.2020 13.15 13.12.2017 13.33 190.00 0.00 30.00 67.70 78.20 2,561.94
-64.20
-2.51%
EUR
Foot Locker 26.02.2020 31.53 05.10.2017 28.72 87.00 0.00 30.00 92.85 87.25 2,528.50
214.58
8.49%
EUR
Barratt Developments plc 26.02.2020 9.41 27.09.2017 6.86 678.00 0.00 30.00 65.85 80.85 4,683.63
1,694.20
36.17%
EUR
ZEAL Network SE 08.11.2019 20.18 26.09.2017 26.29 95.00 0.00 30.00 88.10 66.35 2,527.55
-610.45
-24.15%
EUR
Foot Locker 26.02.2020 31.53 26.09.2017 29.21 86.00 0.00 30.00 92.85 87.25 2,541.89
169.66
6.67%
EUR
Wharf Holdings 21.02.2020 2.32 26.09.2017 7.56 331.00 0.00 30.00 46.10 73.60 2,532.09
-1,762.60
-69.61%
EUR
ADO Properties 26.02.2020 29.16 26.09.2017 41.62 60.00 0.00 30.00 79.85 75.85 2,527.20
-777.60
-30.77%
EUR
IFA Hotel&Touristik 26.02.2020 6.10 13.09.2017 9.56 262.00 0.00 30.00 56.05 72.35 2,534.72
-936.52
-36.95%
EUR
Subaru 26.02.2020 23.51 28.07.2017 31.18 80.00 0.00 30.00 47.95 80.35 2,524.52
-643.68
-25.50%
EUR
Baidu 26.02.2020 113.60 28.07.2017 171.88 15.00 0.00 30.00 83.20 79.80 2,608.13
-904.20
-34.67%
EUR
Haseko Corp. 26.02.2020 11.23 28.07.2017 10.62 235.00 0.00 30.00 62.35 76.95 2,525.10
113.49
4.49%
EUR
China Overseas Land & Investment 26.02.2020 3.16 28.07.2017 2.92 857.00 0.00 30.00 48.15 76.55 2,530.15
175.13
6.92%
EUR
Bed Bath & Beyond 26.02.2020 9.75 28.07.2017 24.21 103.00 0.00 30.00 1.25 75.45 2,523.41
-1,519.50
-60.22%
EUR
Fossil 14.02.2020 5.88 28.07.2017 9.38 267.00 0.00 30.00 50.00 75.20 2,534.58
-963.34
-38.01%
EUR
3i Group Plc 25.02.2020 13.31 28.07.2017 6.10 410.00 0.00 30.00 74.50 70.00 2,532.58
2,923.86
115.45%
EUR
Gazprom PJSC ADR 26.02.2020 6.27 28.07.2017 3.38 750.00 0.00 30.00 52.65 61.10 2,565.00
2,140.49
83.45%
EUR
Magna International 21.02.2020 47.40 12.05.2017 41.09 250.00 0.00 30.00 82.10 59.80 10,302.98
1,547.08
15.02%
EUR
MIND CTI LTD 26.02.2020 2.30 13.03.2017 2.27 3,306.00 0.00 30.00 80.25 60.50 7,530.39
69.28
0.92%
EUR
Capri Holdings 26.02.2020 22.75 17.01.2017 39.89 250.00 0.00 30.00 20.60 58.50 10,001.19
-4,314.08
-43.14%
EUR
Alliance Resource Partners 26.02.2020 6.33 21.12.2016 21.75 230.00 0.00 30.00 38.35 69.10 5,032.56
-3,577.54
-71.09%
EUR
MIND CTI LTD 26.02.2020 2.30 21.12.2016 2.39 1,050.00 0.00 30.00 80.25 62.70 2,536.09
-122.40
-4.83%
EUR
Franklin Resources 26.02.2020 21.16 18.08.2016 32.39 80.00 0.00 30.00 61.55 63.80 2,621.28
-928.66
-35.43%
EUR
Valero Energy 24.02.2020 71.81 12.08.2016 48.77 205.00 0.00 30.00 64.35 64.20 10,028.27
4,693.38
46.80%
EUR
Transocean 26.02.2020 3.15 12.08.2016 8.89 281.00 0.00 30.00 -26.65 64.70 2,527.31
-1,641.07
-64.93%
EUR
Gilead Sciences 21.02.2020 64.09 21.06.2016 72.24 138.00 0.00 30.00 42.85 58.50 9,998.71
-1,154.41
-11.55%
EUR
Walgreens Boots 26.02.2020 43.83 03.01.2013 26.86 12.00 46.58 25.00 66.10 50.50 347.34
225.23
64.85%
EUR
Walgreens Boots 26.02.2020 43.83 03.01.2012 23.25 430.00 2,099.26 30.00 66.10 59.90 10,027.93
10,919.33
108.89%
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
9,274.01
EUR
Depotwert aktuell
8,443.24
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-725.99
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-436.21
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-7.83%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-4.91%
freies Kapital
394.56
EUR
investiertes Kapital
8,879.45
EUR
Steuer
0.00
EUR
Gebühren
430.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
Micron Technology 26.02.2020 48.15 01.10.2019 39.35 13.00 0.00 10.00 82.00 90.00 521.60
104.41
20.02%
EUR
Smucker J.M. 26.02.2020 100.39 19.03.2019 94.30 5.00 0.00 10.00 44.85 71.85 481.48
20.48
4.25%
EUR
alstria office 25.02.2020 18.58 19.03.2019 13.75 36.00 0.00 10.00 73.75 78.10 505.00
163.88
32.45%
EUR
Comcast 26.02.2020 38.82 13.04.2018 26.89 19.00 0.00 10.00 39.35 71.25 520.82
216.79
41.63%
EUR
LEG Immobilien 26.02.2020 114.90 06.04.2018 90.98 5.00 0.00 10.00 57.10 70.45 464.90
109.60
23.57%
EUR
American Eagle Outfitters 26.02.2020 11.93 15.08.2017 9.29 54.00 0.00 10.00 86.25 78.00 511.70
132.30
25.85%
EUR
Baidu 26.02.2020 113.60 15.08.2017 189.62 3.00 0.00 10.00 83.20 79.80 578.87
-238.08
-41.13%
EUR
EuroShop 26.02.2020 24.16 15.08.2017 34.08 15.00 0.00 10.00 55.65 71.35 521.20
-158.80
-30.47%
EUR
Capri Holdings 26.02.2020 22.75 15.08.2017 38.16 13.00 0.00 10.00 20.60 70.40 506.13
-210.40
-41.57%
EUR
Audi 26.02.2020 820.00 15.08.2017 678.31 1.00 0.00 10.00 71.10 71.10 688.31
131.69
19.13%
EUR
Transocean 26.02.2020 3.15 15.08.2017 7.16 70.00 0.00 10.00 -26.65 76.00 511.42
-290.64
-56.83%
EUR
MIND CTI LTD 26.02.2020 2.30 15.08.2017 2.08 241.00 0.00 10.00 80.25 74.00 510.52
43.47
8.52%
EUR
China Overseas Land & Investment 26.02.2020 3.16 15.08.2017 2.73 183.00 0.00 10.00 48.15 76.55 509.13
68.54
13.46%
EUR
ADO Properties 26.02.2020 29.16 15.08.2017 39.14 13.00 0.00 10.00 79.85 75.85 518.82
-139.74
-26.93%
EUR
Swire Pacific A 26.02.2020 8.42 15.08.2017 8.68 58.00 0.00 10.00 73.10 70.65 513.52
-25.17
-4.90%
EUR
Alliance Resource Partners 26.02.2020 6.33 15.08.2017 15.48 32.00 0.00 10.00 38.35 87.10 505.33
-302.89
-59.94%
EUR
Sino Land 26.02.2020 1.25 15.08.2017 1.40 359.00 0.00 10.00 77.70 72.35 510.68
-61.61
-12.07%
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
61,293.51
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
7,060.92
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-4,860.18
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
6.60%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-7.35%
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 25.02.2020 1.29 25.07.2019 1.44 3,472.00 0.00 20.00 92.75 85.15 5,019.68
-550.17
-10.96%
EUR
Geely Automobile Holdings 26.02.2020 1.75 27.06.2019 1.51 3,309.00 0.00 20.00 70.50 81.00 5,019.90
781.07
15.56%
EUR
Lindt & Spruengli AG 26.02.2020 7,575.40 30.05.2019 5,876.92 1.00 0.00 20.00 82.55 82.30 5,896.92
1,678.48
28.46%
EUR
Tokai Carbon 26.02.2020 8.22 25.04.2019 10.39 481.00 0.00 20.00 74.45 88.15 5,015.18
-1,061.89
-21.17%
EUR
Borgwarner 26.02.2020 27.78 28.03.2019 33.70 148.00 0.00 20.00 25.95 77.60 5,008.19
-897.03
-17.91%
EUR
Covestro 26.02.2020 37.95 31.01.2019 48.18 104.00 0.00 20.00 67.35 83.85 5,030.72
-1,083.92
-21.55%
EUR
Bed Bath & Beyond 26.02.2020 9.75 29.11.2018 11.02 454.00 0.00 20.00 1.25 76.55 5,020.81
-595.81
-11.87%
EUR
Aurubis 26.02.2020 46.95 25.10.2018 50.26 100.00 0.00 20.00 56.70 83.35 5,046.00
-351.00
-6.96%
EUR
British American Tobacco 26.02.2020 38.51 28.09.2018 41.03 122.00 0.00 20.00 69.60 84.90 5,025.29
-326.71
-6.50%
EUR
IFA Hotel&Touristik 26.02.2020 6.10 26.07.2018 7.85 637.00 0.00 20.00 56.05 72.35 5,020.45
-1,134.75
-22.60%
EUR
Tosoh 26.02.2020 13.15 28.06.2018 13.34 375.00 0.00 20.00 81.10 81.85 5,023.25
-90.66
-1.80%
EUR
Enzon Pharmaceuticals 26.02.2020 0.19 26.04.2018 0.21 23,364.00 0.00 20.00 58.25 90.25 5,019.90
-508.43
-10.13%
EUR
Foot Locker 26.02.2020 31.53 07.12.2017 36.67 136.00 0.00 20.00 92.85 87.25 5,007.39
-719.36
-14.37%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.