Finanzkasper's Factsheet • August 31, 2026

Finanzkasper avatar
Finanzkasper
🇩🇪 Stock Growth Investor.
156 copiers.
AUGUST
+3.9%
YEAR TO DATE
+16.36%
1 YEAR
+25.35%
5 YEARS
+162.79%
ANNUALIZED RETURN
+20.61%
TRACK RECORD
5.8 years

About Finanzkasper

My strategy centers on identifying shares in sustained upward trends and committing capital steadily to capture long-term growth. Positions are held until the trend shows clear signs of exhaustion, at which point the shares are sold. Leverage and short selling are never used, keeping the approach straightforward and aligned with a patient, fundamentals-driven philosophy.

Because the method is designed for multi-month horizons, it suits investors who value consistency over short-term trading. I focus on transparent communication and welcome questions about the underlying rationale or market observations behind each decision.

    Popular Investor Stats

    Level

    Champion

    Copiers

    156

    Assets Under Copy

    $100K-$300K

    Risk Score

    4

    Trades

    Most Traded

    SartoriusStraumannTeladoc

    Win Rate

    Trade Stats

    Average Profit: -13.17%

    Average Duration: 43 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during August 2026

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    TDOC
    BUY TDOC
    		-23.73%1 month
    1 month ago
    		$8.8$6.7117-6.43%
    SRT.DE
    BUY SRT.DE
    		-8.92%2 months
    1 month ago
    		$193$177.8+8.77%
    STMN.ZU
    BUY STMN.ZU
    		-6.86%1 month
    1 month ago
    		$109.35$101.7-7.63%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -11.45%
      		May 2022Jan 202420
      -7.29%
      		Mar 2026Apr 20261
      -6.81%
      		Jun 2026-3
      -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 8.2/10

      Beta

      0.52
      0.52
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      1.29
      1.29
      0
      0.5
      1
      2
      2

      Sortino Ratio

      2.68
      2.68
      0
      1
      2
      3
      3

      Jensen's Alpha

      11.58
      11.58
      -2
      0
      2
      12
      12

      Omega Ratio

      1.39
      1.39
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      2.68
      2.68
      0
      0.75
      1.25
      3
      3

      Information Ratio

      0.45
      0.45
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      1.83
      1.83
      0
      0.3
      0.6
      2
      2

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💵 Cash
        19.52%
      • 💻 Electronic Technology
        11.25%
      • 🧬 Health Technology
        10.68%
      • 🖥️ Technology Services
        10.61%
      • 💰 Finance
        10.12%
      • 🪨 Non Energy Minerals
        10.09%
      • 🏭 Industrial Services
        9.74%
      • 🧪 Process Industries
        7.44%
      • 🛠️ Producer Manufacturing
        5.17%
      • 🚚 Transportation
        3.36%
      • 🍞 Consumer Non Durables
        2.98%
      • ⚡ Utilities
        1.89%
      • 💼 Commercial Services
        1.88%
      • ⛏️ Energy Minerals
        1.8%
      • 🚗 Consumer Durables
        1.14%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇩🇪 FRA
        42.5%
      • 🇺🇸 NYSE
        23.13%
      • 🇺🇸 Nasdaq
        15.25%
      • 🇳🇱 Euronext Amsterdam
        2.88%
      • 🇧🇪 Euronext Brussels
        2.49%
      • 🇸🇪 Stockholm Stock Exchange
        1.9%

      Countries Breakdown

      • Country
      • Total
      • 🇩🇪 Germany
        40.36%
      • 🇺🇸 United States
        30.78%
      • 🇨🇦 Canada
        5.33%
      • 🇳🇱 Netherlands
        2.88%
      • 🇧🇪 Belgium
        2.49%
      • 🇧🇷 Brazil
        2.27%
      • 🇱🇺 Luxembourg
        2.15%
      • 🇸🇪 Sweden
        1.9%

      Dividends

      Dividend Yield

      1.15%

      22 out of 33 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $VALE (6.39%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      CBK.DE
      CBK.DE
      0.22%
      2.71%
      $0.35
      VALE
      VALE
      0.15%
      6.39%
      $1.33
      HOT.DE
      HOT.DE
      0.13%
      1.66%
      $4.4
      BAS.DE
      BAS.DE
      0.08%
      4.36%
      $3.4
      BFSA.DE
      BFSA.DE
      0.06%
      2.89%
      $1.25
      BWB.DE
      BWB.DE
      0.06%
      3.01%
      -
      NEE
      NEE
      0.06%
      2.96%
      $1.97
      B
      B
      0.05%
      2.09%
      $0.4
      CON.DE
      CON.DE
      0.05%
      3.94%
      $2.2
      HLAG.DE
      HLAG.DE
      0.04%
      2.31%
      $9.25
      UMI.BR
      UMI.BR
      0.04%
      1.61%
      $0.56
      GFT.DE
      GFT.DE
      0.03%
      1.88%
      $0.5
      KBX.DE
      KBX.DE
      0.03%
      1.79%
      $1.64
      OXY
      OXY
      0.03%
      1.71%
      $0.8
      ALB
      ALB
      0.03%
      1.46%
      $1.6
      EL
      EL
      0.02%
      1.5%
      $2.64
      SY1.DE
      SY1.DE
      0.02%
      1.41%
      $1.1
      ASML.NV
      ASML.NV
      0.01%
      0.52%
      $6.1
      AIXA.DE
      AIXA.DE
      0.01%
      0.43%
      $0.4
      BAYN.DE
      BAYN.DE
      0.01%
      0.23%
      $0.11
      SRT.DE
      SRT.DE
      0.01%
      0.37%
      $0.73
      GOOG
      GOOG
      0.01%
      0.25%
      $0.2

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share

      Portfolio Holdings

      (As of August 31, 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