Finanzkasper avatar
Finanzkasper
🇩🇪 Growth Stock Investor.
4 copiers.
MAY
+7.04%
YEAR TO DATE
+30.96%
1 YEAR
+52.47%
5 YEARS
+111.78%
ANNUALIZED RETURN
+17.44%
TRACK RECORD
4.6 years

About Finanzkasper

The trading approach is a long-term strategy in trending shares.
I invest a fix amount of 1000$ 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

    Cadet

    Copiers

    4

    Assets Under Copy

    <$50K

    Risk Score

    5

    Trades

    Most Traded

    BASFKION1&1DuerrLPKFPartners Group

    Win Rate

    Trade Stats

    Average Profit: +0.03%

    Average Duration: 136 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during May 2025

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    1U1.DE
    BUY 1U1.DE
    		+0.14%4 hours2 months ago$15.98$16+13.88%
    LPK.DE
    BUY LPK.DE
    		+0.84%2 months2 months ago$8.75$8.108+1.5%
    BAS.DE
    BUY BAS.DE
    		-1.65%2 months2 months ago$48.505$43.84-4.2%
    KGX.DE
    BUY KGX.DE
    		+5.99%2 months2 months ago$39.11$38.1+8.14%
    DUE.DE
    BUY DUE.DE
    		-11.03%2 months2 months ago$25.62$20.95+8.11%
    PGHN.ZU
    BUY PGHN.ZU
    		+5.89%1 year2 months ago$1038.5$1094-1.28%

    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 8/10

      Beta

      0.41
      0.41
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      1.22
      1.22
      0
      0.5
      1
      2
      2

      Sortino Ratio

      2.73
      2.73
      0
      1
      2
      3
      3

      Jensen's Alpha

      11.25
      11.25
      -2
      0
      2
      12
      12

      Omega Ratio

      1.33
      1.33
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      2.93
      2.93
      0
      0.75
      1.25
      3
      3

      Information Ratio

      0.39
      0.39
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      1.59
      1.59
      0
      0.3
      0.6
      2
      2

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 🖥️ Technology Services
        27.98%
      • 💰 Finance
        17.45%
      • 💻 Electronic Technology
        9.08%
      • 💵 Cash
        8.29%
      • 🛠️ Producer Manufacturing
        7.96%
      • 📡 Communications
        5.58%
      • 🧪 Process Industries
        4.89%
      • 🏭 Industrial Services
        3.99%
      • 🛍️ Retail Trade
        3.91%
      • 💇‍♀️ Consumer Services
        3.53%
      • 🪨 Non Energy Minerals
        3.44%
      • 💼 Commercial Services
        3.35%
      • 🏥 Health Services
        2.5%
      • 🚗 Consumer Durables
        1.72%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇩🇪 FRA
        55.31%
      • 🇺🇸 Nasdaq
        31.24%
      • 🇺🇸 NYSE
        7.35%
      • 🇳🇴 Oslo Stock Exchange
        1.47%

      Countries Breakdown

      • Country
      • Total
      • 🇩🇪 Germany
        51.3%
      • 🇺🇸 United States
        31.24%
      • 🇱🇺 Luxembourg
        4.02%
      • 🇸🇬 Singapore
        3.91%
      • 🇨🇦 Canada
        3.44%
      • 🇳🇴 Norway
        1.47%

      Dividends

      Dividend Yield

      1.35%

      26 out of 33 instruments pay dividend.

      2 dividend payments in the next 30 days.

      Highest Dividend: $EVK.DE (6.79%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      CBK.DE
      CBK.DE
      0.18%
      2.43%
      $0.35
      HOT.DE
      HOT.DE
      0.13%
      3.21%
      $4.4
      FNTN.DE
      FNTN.DE
      0.13%
      6.72%
      $1.77
      EVK.DE
      EVK.DE
      0.11%
      6.79%
      $1.17
      HNR1.DE
      HNR1.DE
      0.1%
      3.38%
      $7.2
      RRTL.DE
      RRTL.DE
      0.1%
      5.77%
      $2.34
      VNA.DE
      VNA.DE
      0.06%
      4.04%
      $0.9
      FRE.DE
      FRE.DE
      0.06%
      2.35%
      -
      CON.DE
      CON.DE
      0.06%
      3.37%
      $2.2
      BWB.DE
      BWB.DE
      0.05%
      2.99%
      -
      SIX2.DE
      SIX2.DE
      0.05%
      3.28%
      $3.9
      G1A.DE
      G1A.DE
      0.05%
      1.97%
      $1
      KBX.DE
      KBX.DE
      0.05%
      2.16%
      $1.64
      G24.DE
      G24.DE
      0.04%
      1.13%
      $1.2
      UTDI.DE
      UTDI.DE
      0.03%
      1.68%
      $0.5
      B
      B
      0.03%
      1.85%
      $0.4
      YSN.DE
      YSN.DE
      0.02%
      1.17%
      $2.36
      HLE.DE
      HLE.DE
      0.02%
      1.11%
      $0.71
      TOM.OL
      TOM.OL
      0.02%
      1.4%
      $1.95
      SDF.DE
      SDF.DE
      0.02%
      0.97%
      $0.7
      PSM.DE
      PSM.DE
      0.01%
      0.7%
      $0.05
      NEM.DE
      NEM.DE
      0.01%
      0.45%
      $0.48
      GOOG
      GOOG
      0.01%
      0.46%
      $0.2
      LXS.DE
      LXS.DE
      0.01%
      0.4%
      $0.1
      1U1.DE
      1U1.DE
      0.01%
      0.27%
      $0.05
      NVDA
      NVDA
      0%
      0.03%
      $0.02

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share
      NVDA
      NVDA
      Pay Day
      Jul 3, 2025
      $0.01
      HOT.DE
      HOT.DE
      Pay Day
      Jul 7, 2025
      $5.46

      Portfolio Holdings

      (As of May 31, 2025)

      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