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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
238,851.29
EUR
Depotwert aktuell
158,243.26
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
162,765.95
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-28,799.41
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
68.15%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-15.40%
freies Kapital
51,808.62
EUR
investiertes Kapital
187,042.67
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 07.08.2020 1.84 07.10.2019 1.53 1,634.00 0.00 30.00 46.20 81.00 2,531.65
472.47
18.66%
EUR
CSP 07.08.2020 6.60 07.10.2019 11.75 213.00 0.00 30.00 30.60 81.00 2,532.54
-1,126.66
-44.49%
EUR
Sto Vz 07.08.2020 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 07.08.2020 41.25 23.03.2019 36.83 68.00 0.00 30.00 82.00 90.00 2,534.10
271.05
10.70%
EUR
Sekisui House 07.08.2020 16.04 22.03.2019 14.62 171.00 0.00 30.00 76.20 70.60 2,530.19
212.66
8.40%
EUR
Peugeot SA 07.08.2020 14.39 12.03.2019 21.55 116.00 0.00 30.00 70.70 70.20 2,529.80
-860.56
-34.02%
EUR
Lennar 07.08.2020 61.98 12.03.2019 43.15 58.00 0.00 30.00 62.20 75.10 2,532.41
1,062.18
41.94%
EUR
Eurokai Vz 07.08.2020 24.60 12.03.2019 34.40 73.00 0.00 30.00 69.10 70.20 2,541.20
-745.40
-29.33%
EUR
Norilsk Nickel ADR 07.08.2020 23.32 12.03.2019 19.07 131.00 0.00 30.00 46.15 74.25 2,528.04
527.05
20.85%
EUR
Tosoh 07.08.2020 11.36 11.03.2019 13.40 187.00 0.00 30.00 77.95 81.85 2,536.36
-412.81
-16.28%
EUR
Rio Tinto 07.08.2020 50.73 04.03.2019 51.27 49.00 0.00 30.00 66.10 83.50 2,542.18
-56.43
-2.22%
EUR
Takkt AG 07.08.2020 10.94 20.02.2019 15.76 159.00 0.00 30.00 85.30 77.35 2,535.84
-796.38
-31.40%
EUR
Michelin 07.08.2020 91.18 19.02.2019 102.25 25.00 0.00 30.00 71.10 72.10 2,586.25
-306.75
-11.86%
EUR
Mediaset Espana Comunicacion 07.08.2020 2.83 19.02.2019 6.42 389.00 0.00 30.00 89.60 72.50 2,527.38
-1,426.51
-56.44%
EUR
China Merchants Port Holdings 07.08.2020 0.98 04.02.2019 1.74 1,435.00 0.00 30.00 72.85 65.45 2,529.77
-1,121.22
-44.32%
EUR
Taylor Wimpey Plc 07.08.2020 1.33 02.02.2019 1.93 1,298.00 0.00 30.00 83.75 82.75 2,529.95
-797.74
-31.53%
EUR
Persimmon PLC 07.08.2020 26.77 31.01.2019 27.71 90.00 0.00 30.00 76.50 77.50 2,523.45
-114.30
-4.53%
EUR
Hang Lung Properties 07.08.2020 2.11 25.01.2019 1.83 1,370.00 0.00 30.00 45.05 72.60 2,530.25
359.68
14.22%
EUR
China Shenhua Energy 07.08.2020 1.87 22.01.2019 2.54 985.00 0.00 30.00 83.30 86.45 2,530.91
-686.36
-27.12%
EUR
alstria office 07.08.2020 13.09 15.01.2019 12.76 196.00 0.00 30.00 78.35 74.45 2,530.96
34.68
1.37%
EUR
Orlen 07.08.2020 11.58 15.01.2019 25.43 98.00 0.00 30.00 81.80 80.10 2,522.04
-1,387.69
-55.02%
EUR
DWS Group 07.08.2020 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 07.08.2020 25.26 06.12.2018 35.61 70.00 0.00 30.00 77.70 71.45 2,522.63
-754.42
-29.91%
EUR
Smucker J.M. 07.08.2020 93.97 13.11.2018 101.38 25.00 0.00 30.00 46.60 71.85 2,564.38
-215.12
-8.39%
EUR
AT&T 07.08.2020 25.40 24.10.2018 28.73 87.00 0.00 30.00 61.65 75.45 2,529.25
-319.20
-12.62%
EUR
Dialog Semiconductor 07.08.2020 41.75 12.10.2018 22.00 114.00 0.00 30.00 53.50 72.60 2,538.00
2,221.67
87.54%
EUR
Grand City Properties 07.08.2020 20.80 26.09.2018 22.46 111.00 0.00 30.00 61.95 77.55 2,523.06
-214.26
-8.49%
EUR
Asseco Poland 07.08.2020 15.72 27.07.2018 10.33 240.00 0.00 30.00 62.50 72.60 2,509.20
1,263.52
50.36%
EUR
SALEM MEDIA GROUP 07.08.2020 1.29 06.07.2018 4.83 518.00 0.00 30.00 52.75 72.95 2,529.35
-1,863.09
-73.66%
EUR
EuroShop 07.08.2020 12.25 13.06.2018 32.10 78.00 0.00 30.00 73.50 70.15 2,533.80
-1,578.30
-62.29%
EUR
LEG Immobilien 07.08.2020 125.72 09.06.2018 94.66 26.00 0.00 30.00 63.45 70.45 2,491.16
777.56
31.21%
EUR
Beasley Broadcast Group 07.08.2020 1.51 08.06.2018 9.89 253.00 0.00 30.00 18.00 80.50 2,530.90
-2,147.68
-84.86%
EUR
Hoftex 07.08.2020 10.00 08.06.2018 14.20 176.00 0.00 30.00 69.90 72.10 2,529.20
-769.20
-30.41%
EUR
GLOBE LIFE 07.08.2020 69.96 07.05.2018 71.40 34.00 0.00 30.00 61.00 70.20 2,457.67
-78.90
-3.21%
EUR
Sun Hung Kai Properties 07.08.2020 10.33 13.12.2017 13.33 190.00 0.00 30.00 67.70 78.20 2,561.94
-599.46
-23.40%
EUR
Foot Locker 07.08.2020 23.25 05.10.2017 28.72 87.00 0.00 30.00 78.55 87.25 2,528.50
-505.44
-19.99%
EUR
Barratt Developments plc 07.08.2020 5.68 27.09.2017 6.86 678.00 0.00 30.00 80.35 80.85 4,683.63
-830.66
-17.74%
EUR
Wharf Holdings 07.08.2020 1.52 26.09.2017 7.56 331.00 0.00 30.00 76.00 73.60 2,532.09
-2,027.58
-80.08%
EUR
ADO Properties 07.08.2020 25.28 26.09.2017 41.62 60.00 0.00 30.00 83.25 75.85 2,527.20
-1,010.40
-39.98%
EUR
Foot Locker 07.08.2020 23.25 26.09.2017 29.21 86.00 0.00 30.00 78.55 87.25 2,541.89
-542.08
-21.33%
EUR
Subaru 07.08.2020 16.19 28.07.2017 31.18 80.00 0.00 30.00 65.70 80.35 2,524.52
-1,229.13
-48.69%
EUR
Baidu 07.08.2020 105.78 28.07.2017 171.88 15.00 0.00 30.00 73.00 79.80 2,608.13
-1,021.51
-39.17%
EUR
Haseko Corp. 07.08.2020 10.22 28.07.2017 10.62 235.00 0.00 30.00 47.65 76.95 2,525.10
-123.90
-4.91%
EUR
China Overseas Land & Investment 07.08.2020 2.50 28.07.2017 2.92 857.00 0.00 30.00 61.45 76.55 2,530.15
-387.38
-15.31%
EUR
Bed Bath & Beyond 07.08.2020 10.25 28.07.2017 24.21 103.00 0.00 30.00 41.75 75.45 2,523.41
-1,467.92
-58.17%
EUR
Gazprom PJSC ADR 07.08.2020 4.27 28.07.2017 3.38 750.00 0.00 30.00 47.55 61.10 2,565.00
638.29
24.88%
EUR
Magna International 07.08.2020 41.60 12.05.2017 41.09 250.00 0.00 30.00 83.30 59.80 10,302.98
96.82
0.94%
EUR
MIND CTI LTD 07.08.2020 1.78 13.03.2017 2.27 3,306.00 0.00 30.00 90.85 60.50 7,530.39
-1,655.56
-21.99%
EUR
Capri Holdings 07.08.2020 13.40 17.01.2017 39.89 250.00 0.00 30.00 46.00 58.50 10,001.19
-6,650.24
-66.49%
EUR
MIND CTI LTD 07.08.2020 1.78 21.12.2016 2.39 1,050.00 0.00 30.00 90.85 62.70 2,536.09
-670.22
-26.43%
EUR
Alliance Resource Partners 07.08.2020 2.72 21.12.2016 21.75 230.00 0.00 30.00 88.35 69.10 5,032.56
-4,407.81
-87.59%
EUR
Franklin Resources 07.08.2020 18.88 18.08.2016 32.39 80.00 0.00 30.00 61.55 63.80 2,621.28
-1,110.98
-42.38%
EUR
Valero Energy 07.08.2020 44.56 12.08.2016 48.77 205.00 0.00 30.00 77.95 64.20 10,028.27
-893.29
-8.91%
EUR
Gilead Sciences 07.08.2020 58.68 21.06.2016 72.24 138.00 0.00 30.00 42.85 58.50 9,998.71
-1,900.32
-19.01%
EUR
Walgreens Boots 07.08.2020 35.13 03.01.2013 26.86 12.00 46.58 25.00 72.10 50.50 347.34
120.85
34.79%
EUR
Walgreens Boots 07.08.2020 35.13 03.01.2012 23.25 430.00 2,099.26 30.00 72.10 59.90 10,027.93
7,179.05
71.59%
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
8,756.46
EUR
Depotwert aktuell
8,171.57
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-1,243.54
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-643.51
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-14.20%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-7.30%
freies Kapital
-58.61
EUR
investiertes Kapital
8,815.08
EUR
Steuer
0.00
EUR
Gebühren
490.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
Einhell Germany Vz 07.08.2020 69.00 01.06.2020 61.60 8.00 0.00 10.00 84.80 84.80 502.80
49.20
9.79%
EUR
Arena Pharmaceuticals 07.08.2020 53.54 20.05.2020 47.83 10.00 0.00 10.00 61.50 76.50 488.33
47.06
9.64%
EUR
Lennar 07.08.2020 61.98 20.05.2020 53.36 9.00 0.00 10.00 62.20 80.20 490.22
67.56
13.78%
EUR
Micron Technology 07.08.2020 41.25 01.10.2019 39.35 13.00 0.00 10.00 82.00 90.00 521.60
14.68
2.82%
EUR
Smucker J.M. 07.08.2020 93.97 19.03.2019 94.30 5.00 0.00 10.00 46.60 71.85 481.48
-11.62
-2.41%
EUR
alstria office 07.08.2020 13.09 19.03.2019 13.75 36.00 0.00 10.00 78.35 78.10 505.00
-33.76
-6.69%
EUR
LEG Immobilien 07.08.2020 125.72 06.04.2018 90.98 5.00 0.00 10.00 63.45 70.45 464.90
163.70
35.21%
EUR
Alliance Resource Partners 07.08.2020 2.72 15.08.2017 15.48 32.00 0.00 10.00 88.35 87.10 505.33
-418.41
-82.80%
EUR
Audi 07.08.2020 1,580.00 15.08.2017 678.31 1.00 0.00 10.00 41.10 71.10 688.31
891.69
129.55%
EUR
MIND CTI LTD 07.08.2020 1.78 15.08.2017 2.08 241.00 0.00 10.00 90.85 74.00 510.52
-82.26
-16.11%
EUR
Baidu 07.08.2020 105.78 15.08.2017 189.62 3.00 0.00 10.00 73.00 79.80 578.87
-261.54
-45.18%
EUR
EuroShop 07.08.2020 12.25 15.08.2017 34.08 15.00 0.00 10.00 73.50 71.35 521.20
-337.45
-64.74%
EUR
Capri Holdings 07.08.2020 13.40 15.08.2017 38.16 13.00 0.00 10.00 46.00 70.40 506.13
-331.88
-65.57%
EUR
ADO Properties 07.08.2020 25.28 15.08.2017 39.14 13.00 0.00 10.00 83.25 75.85 518.82
-190.18
-36.66%
EUR
China Overseas Land & Investment 07.08.2020 2.50 15.08.2017 2.73 183.00 0.00 10.00 61.45 76.55 509.13
-51.57
-10.13%
EUR
American Eagle Outfitters 07.08.2020 9.22 15.08.2017 9.29 54.00 0.00 10.00 66.35 78.00 511.70
-14.09
-2.75%
EUR
Sino Land 07.08.2020 1.02 15.08.2017 1.40 359.00 0.00 10.00 77.70 72.35 510.68
-144.58
-28.31%
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
66,604.06
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
7,060.92
EUR
Gewinn/Verlust inkl.Dividenden und Gebühren
-9,559.17
EUR
Gewinn/Verlust in % inkl.Dividenden und Gebühren
6.60%
Gewinn/Verlust in % inkl.Dividenden und Gebühren
-12.55%
freies Kapital
30,897.68
EUR
investiertes Kapital
76,163.24
EUR
Steuer
0.00
EUR
Gebühren
440.00
EUR
Name Kursdatum Kurs Kaufdatum Kaufpreis Anzahl Dividenden Kauf G. FScore A. FScore K. Kapital Entwicklung Entwicklung % Währung
China Mobile 07.08.2020 6.05 25.06.2020 6.31 793.00 0.00 0.00 79.20 79.20 5,001.45
-203.88
-4.08%
EUR
Canadian Natural Resources 07.08.2020 17.02 28.05.2020 16.63 300.00 0.00 20.00 85.05 85.05 5,008.10
96.98
1.94%
EUR
Alumina 07.08.2020 0.97 25.07.2019 1.44 3,472.00 0.00 20.00 70.50 85.15 5,019.68
-1,640.97
-32.69%
EUR
Geely Automobile Holdings 07.08.2020 1.84 27.06.2019 1.51 3,309.00 0.00 20.00 46.20 81.00 5,019.90
1,063.71
21.19%
EUR
Lindt & Spruengli AG 07.08.2020 6,745.07 30.05.2019 5,876.92 1.00 0.00 20.00 38.85 82.30 5,896.92
848.15
14.38%
EUR
Tokai Carbon 07.08.2020 7.25 25.04.2019 10.39 481.00 0.00 20.00 74.45 88.15 5,015.18
-1,526.64
-30.44%
EUR
Borgwarner 07.08.2020 32.93 28.03.2019 33.70 148.00 0.00 20.00 75.95 77.60 5,008.19
-135.19
-2.70%
EUR
Covestro 07.08.2020 35.31 31.01.2019 48.18 104.00 0.00 20.00 67.35 83.85 5,030.72
-1,358.48
-27.00%
EUR
Bed Bath & Beyond 07.08.2020 10.25 29.11.2018 11.02 454.00 0.00 20.00 41.75 76.55 5,020.81
-368.45
-7.34%
EUR
Aurubis 07.08.2020 59.12 25.10.2018 50.26 100.00 0.00 20.00 56.70 83.35 5,046.00
866.00
17.16%
EUR
British American Tobacco 07.08.2020 27.70 28.09.2018 41.03 122.00 0.00 20.00 67.85 84.90 5,025.29
-1,645.58
-32.75%
EUR
IFA Hotel&Touristik 07.08.2020 4.00 26.07.2018 7.85 637.00 0.00 20.00 30.60 72.35 5,020.45
-2,472.45
-49.25%
EUR
Tosoh 07.08.2020 11.36 28.06.2018 13.34 375.00 0.00 20.00 77.95 81.85 5,023.25
-764.80
-15.23%
EUR
Enzon Pharmaceuticals 07.08.2020 0.19 26.04.2018 0.21 23,364.00 0.00 20.00 58.25 90.25 5,019.90
-472.66
-9.42%
EUR
Foot Locker 07.08.2020 23.25 07.12.2017 36.67 136.00 0.00 20.00 78.55 87.25 5,007.39
-1,844.90
-36.84%
EUR
Die im Finanzoo Musterdepot enthaltenen Werte können auch Bestandteil der Finanzoo GmbH Inhaber privaten Portfolios sein.