Finanzkasper's Factsheet • May 31, 2026

Finanzkasper avatar
Finanzkasper
🇩🇪 Stock Growth Investor.
70 copiers.
MAY
NaN%
YEAR TO DATE
+12.32%
1 YEAR
+29.69%
5 YEARS
+166.05%
ANNUALIZED RETURN
+20.86%
TRACK RECORD
5.5 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

    70

    Assets Under Copy

    $100K-$300K

    Risk Score

    5

    Trades

    Most Traded

    FreseniusKeringRTL Group

    Win Rate

    Trade Stats

    Average Profit: +18.81%

    Average Duration: 458 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during May 2026

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    FRE.DE
    BUY FRE.DE
    		+58.98%2 years
    1 month ago
    		$28.23$41.06-0.15%
    RRTL.DE
    BUY RRTL.DE
    		+15.73%1 year
    1 month ago
    		$32.2$33.05-1.36%
    KER.PA
    BUY KER.PA
    		-18.29%7 months
    1 month ago
    		$282.9$231.15+6.38%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -11.45%
      		May 2022Jan 202420
      -7.29%
      		Mar 2026Apr 20261
      -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 8.3/10

      Beta

      0.5
      0.5
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      1.36
      1.36
      0
      0.5
      1
      2
      2

      Sortino Ratio

      2.97
      2.97
      0
      1
      2
      3
      3

      Jensen's Alpha

      12.3
      12.3
      -2
      0
      2
      13
      13

      Omega Ratio

      1.42
      1.42
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      2.86
      2.86
      0
      0.75
      1.25
      3
      3

      Information Ratio

      0.48
      0.48
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      1.88
      1.88
      0
      0.3
      0.6
      2
      2

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💻 Electronic Technology
        21.76%
      • 🏭 Industrial Services
        11.65%
      • 🧪 Process Industries
        10.23%
      • 🖥️ Technology Services
        9.72%
      • 🪨 Non Energy Minerals
        9.45%
      • 💰 Finance
        8.79%
      • 🛠️ Producer Manufacturing
        8.08%
      • 💵 Cash
        7.05%
      • 🧬 Health Technology
        5.65%
      • 📡 Communications
        3.13%
      • ⚡ Utilities
        2.07%
      • 💼 Commercial Services
        1.7%
      • ⛏️ Energy Minerals
        1.57%
      • 📦 Distribution Services
        1.56%
      • 🚗 Consumer Durables
        1.11%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇩🇪 FRA
        44.62%
      • 🇺🇸 Nasdaq
        27.68%
      • 🇺🇸 NYSE
        19.27%
      • 🇳🇱 Euronext Amsterdam
        2.55%
      • 🇧🇪 Euronext Brussels
        2.34%

      Countries Breakdown

      • Country
      • Total
      • 🇩🇪 Germany
        42.65%
      • 🇺🇸 United States
        39.83%
      • 🇨🇦 Canada
        4.7%
      • 🇳🇱 Netherlands
        2.55%
      • 🇧🇷 Brazil
        2.41%
      • 🇧🇪 Belgium
        2.34%
      • 🇱🇺 Luxembourg
        1.97%

      Dividends

      Dividend Yield

      1.21%

      25 out of 34 instruments pay dividend.

      7 dividend payments in the next 30 days.

      Highest Dividend: $EVK.DE (6.27%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      CBK.DE
      CBK.DE
      0.2%
      2.99%
      $0.35
      VALE
      VALE
      0.14%
      5.76%
      $1.33
      HOT.DE
      HOT.DE
      0.13%
      1.33%
      $4.4
      EVK.DE
      EVK.DE
      0.1%
      6.27%
      $1.17
      BAS.DE
      BAS.DE
      0.08%
      4.4%
      $3.4
      NEE
      NEE
      0.06%
      2.79%
      $1.97
      BWB.DE
      BWB.DE
      0.06%
      2.92%
      -
      BNR.DE
      BNR.DE
      0.05%
      3.35%
      $2.1
      B
      B
      0.05%
      2.12%
      $0.4
      CON.DE
      CON.DE
      0.04%
      3.93%
      $2.2
      G1A.DE
      G1A.DE
      0.04%
      2.36%
      $1
      BFSA.DE
      BFSA.DE
      0.04%
      1.78%
      $1.25
      UMI.BR
      UMI.BR
      0.03%
      1.49%
      $0.56
      ALB
      ALB
      0.03%
      0.99%
      $1.6
      KBX.DE
      KBX.DE
      0.03%
      1.9%
      $1.64
      OXY
      OXY
      0.03%
      1.7%
      $0.8
      UTDI.DE
      UTDI.DE
      0.03%
      1.84%
      $0.5
      YSN.DE
      YSN.DE
      0.02%
      1.26%
      $2.36
      ASML.NV
      ASML.NV
      0.01%
      0.52%
      $6.1
      NVDA
      NVDA
      0.01%
      0.13%
      $0.02
      AIXA.DE
      AIXA.DE
      0.01%
      0.27%
      $0.4
      SDF.DE
      SDF.DE
      0.01%
      0.49%
      $0.7
      BAYN.DE
      BAYN.DE
      0.01%
      0.31%
      $0.11
      GOOG
      GOOG
      0.01%
      0.23%
      $0.2
      1U1.DE
      1U1.DE
      0%
      0.21%
      $0.05

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share
      ALB
      ALB
      Ex-Dividend
      Jun 12, 2026
      $0.41
      GOOG
      GOOG
      Pay Day
      Jun 15, 2026
      $0.22
      NEE
      NEE
      Pay Day
      Jun 15, 2026
      $0.62
      B
      B
      Pay Day
      Jun 15, 2026
      $0.17
      BFSA.DE
      BFSA.DE
      Ex-Dividend
      Jun 17, 2026
      $1.16
      NVDA
      NVDA
      Pay Day
      Jun 26, 2026
      $0.25
      ALB
      ALB
      Pay Day
      Jul 1, 2026
      $0.41
      HOT.DE
      HOT.DE
      Pay Day
      Jul 7, 2026
      $7.79
      BFSA.DE
      BFSA.DE
      Pay Day
      Jul 8, 2026
      $1.16
      OXY
      OXY
      Pay Day
      Jul 15, 2026
      $0.26

      Portfolio Holdings

      (As of May 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