Finanzkasper's Factsheet • February 28, 2026

Finanzkasper avatar
Finanzkasper
🇩🇪 Stock Growth Investor.
30 copiers.
FEBRUARY
+1.89%
YEAR TO DATE
+7.1%
1 YEAR
+38.78%
5 YEARS
+159.82%
ANNUALIZED RETURN
+20.5%
TRACK RECORD
5.3 years

About Finanzkasper

The trading approach is a long-term strategy in trending shares.
I invest a fix amount (currently 1500$) in shares, where I expect long-term growth. When the trending phase comes to its end, the according share is sold.
I do not use any leverage and do not go short.

As this is a long-term strategy, you should copy my trades for at least 6 months to see positive results.

In case of any related questions do not hesitate to ask.

    Popular Investor Stats

    Level

    Champion

    Copiers

    30

    Assets Under Copy

    $50K-$100K

    Risk Score

    4

    Trades

    Most Traded

    LVMHSea

    Win Rate

    Trade Stats

    Average Profit: +32.61%

    Average Duration: 336 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during February 2026

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    SE
    BUY SE
    		+79.58%1 year
    2 months ago
    		$63.5$114.03-23.57%
    MC.PA
    BUY MC.PA
    		-14.36%1 month
    2 months ago
    		$645.5$546.2-8.64%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -11.45%
      		May 2022Jan 202420
      -2.57%
      		Apr 2024May 20241
      -2.05%
      		Nov 2021Apr 20225
      -0.62%
      		Sep 2021Oct 20211
      -0.4%
      		Jun 2021Jul 20211
      -0.34%
      		Mar 2025Apr 20251
      -0.29%
      		Oct 2024Nov 20241
      -0.12%
      		Jun 2024Jul 20241
      -0.03%
      		Dec 2024Jan 20251

      Performance Metrics

      Score 8.4/10

      Beta

      0.42
      0.42
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      1.5
      1.5
      0
      0.5
      1
      2
      2

      Sortino Ratio

      3.44
      3.44
      0
      1
      2
      4
      4

      Jensen's Alpha

      13.19
      13.19
      -2
      0
      2
      14
      14

      Omega Ratio

      1.43
      1.43
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      3.38
      3.38
      0
      0.75
      1.25
      4
      4

      Information Ratio

      0.48
      0.48
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      1.85
      1.85
      0
      0.3
      0.6
      2
      2

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💻 Electronic Technology
        16.41%
      • 🪨 Non Energy Minerals
        13.65%
      • 💰 Finance
        11.24%
      • 🏭 Industrial Services
        10.02%
      • 🧬 Health Technology
        8.17%
      • 🛠️ Producer Manufacturing
        7.28%
      • 🧪 Process Industries
        7.06%
      • 🖥️ Technology Services
        5.92%
      • 📡 Communications
        3.77%
      • 🍞 Consumer Non Durables
        3.59%
      • 💵 Cash
        2.93%
      • 🚗 Consumer Durables
        2.91%
      • ⚡ Utilities
        2.4%
      • 🏥 Health Services
        2.35%
      • ⛏️ Energy Minerals
        1.94%
      • 💇‍♀️ Consumer Services
        1.55%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇩🇪 FRA
        50.55%
      • 🇺🇸 NYSE
        22.98%
      • 🇺🇸 Nasdaq
        18.26%
      • 🇳🇱 Euronext Amsterdam
        2.62%
      • 🇧🇪 Euronext Brussels
        2.12%
      • 🇫🇷 Euronext Paris
        1.72%

      Countries Breakdown

      • Country
      • Total
      • 🇩🇪 Germany
        46.83%
      • 🇺🇸 United States
        31.49%
      • 🇨🇦 Canada
        6.84%
      • 🇱🇺 Luxembourg
        3.72%
      • 🇧🇷 Brazil
        2.92%
      • 🇳🇱 Netherlands
        2.62%
      • 🇧🇪 Belgium
        2.12%
      • 🇫🇷 France
        1.72%

      Dividends

      Dividend Yield

      1.59%

      30 out of 36 instruments pay dividend.

      5 dividend payments in the next 30 days.

      Highest Dividend: $VALE (7.52%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      CBK.DE
      CBK.DE
      0.23%
      3.22%
      $0.35
      VALE
      VALE
      0.22%
      7.52%
      $1.33
      VOW3.DE
      VOW3.DE
      0.12%
      7.13%
      $9.06
      HOT.DE
      HOT.DE
      0.11%
      1.45%
      $4.4
      PAT.DE
      PAT.DE
      0.09%
      5.12%
      $0.34
      RRTL.DE
      RRTL.DE
      0.09%
      5.54%
      $2.34
      BAS.DE
      BAS.DE
      0.08%
      4.14%
      $3.4
      B
      B
      0.06%
      1.94%
      $0.4
      NEE
      NEE
      0.06%
      2.47%
      $1.97
      FRE.DE
      FRE.DE
      0.06%
      2.35%
      -
      CON.DE
      CON.DE
      0.05%
      4.17%
      $2.2
      G1A.DE
      G1A.DE
      0.04%
      2.09%
      $1
      BWB.DE
      BWB.DE
      0.04%
      1.9%
      -
      UMI.BR
      UMI.BR
      0.04%
      1.99%
      $0.56
      BFSA.DE
      BFSA.DE
      0.04%
      1.9%
      $1.25
      KBX.DE
      KBX.DE
      0.04%
      1.83%
      $1.64
      OXY
      OXY
      0.03%
      1.69%
      $0.8
      UTDI.DE
      UTDI.DE
      0.03%
      1.82%
      $0.5
      ALB
      ALB
      0.03%
      0.93%
      $1.6
      YSN.DE
      YSN.DE
      0.02%
      1.39%
      $2.36
      KER.PA
      KER.PA
      0.02%
      1.09%
      $14
      ST5.DE
      ST5.DE
      0.02%
      0.93%
      $0.4
      ASML.NV
      ASML.NV
      0.02%
      0.59%
      $6.1
      AIXA.DE
      AIXA.DE
      0.01%
      0.39%
      $0.4
      SDF.DE
      SDF.DE
      0.01%
      0.45%
      $0.7
      SRT.DE
      SRT.DE
      0.01%
      0.42%
      $0.73
      BAYN.DE
      BAYN.DE
      0.01%
      0.27%
      $0.11
      GOOG
      GOOG
      0.01%
      0.27%
      $0.2
      1U1.DE
      1U1.DE
      0%
      0.21%
      $0.05
      NVDA
      NVDA
      0%
      0.02%
      $0.02

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share
      OXY
      OXY
      Pay Day
      Apr 15, 2026
      $0.26
      ASML.NV
      ASML.NV
      Ex-Dividend
      Apr 24, 2026
      $3.15
      CON.DE
      CON.DE
      Ex-Dividend
      Apr 30, 2026
      $3.13
      HOT.DE
      HOT.DE
      Ex-Dividend
      Apr 30, 2026
      $7.79
      BAS.DE
      BAS.DE
      Ex-Dividend
      May 4, 2026
      $2.62
      CON.DE
      CON.DE
      Pay Day
      May 5, 2026
      $3.13
      ASML.NV
      ASML.NV
      Pay Day
      May 5, 2026
      $3.15
      UMI.BR
      UMI.BR
      Ex-Dividend
      May 5, 2026
      $0.58
      BAS.DE
      BAS.DE
      Pay Day
      May 6, 2026
      $2.62
      UMI.BR
      UMI.BR
      Pay Day
      May 7, 2026
      $0.58
      1U1.DE
      1U1.DE
      Ex-Dividend
      May 21, 2026
      $0.06
      UTDI.DE
      UTDI.DE
      Ex-Dividend
      May 22, 2026
      $0.57
      1U1.DE
      1U1.DE
      Pay Day
      May 25, 2026
      $0.06
      UTDI.DE
      UTDI.DE
      Pay Day
      May 26, 2026
      $0.57
      KER.PA
      KER.PA
      Ex-Dividend
      Jun 2, 2026
      $2.08
      KER.PA
      KER.PA
      Pay Day
      Jun 4, 2026
      $2.08
      PAT.DE
      PAT.DE
      Ex-Dividend
      Jun 11, 2026
      $0.42
      PAT.DE
      PAT.DE
      Pay Day
      Jun 15, 2026
      $0.42
      HOT.DE
      HOT.DE
      Pay Day
      Jul 7, 2026
      $7.79

      Portfolio Holdings

      (As of February 28, 2026)

      Monthly Returns

      Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results