Penta Germany vs DAX
*Inception. DAX: Reference index.
Cumulative return back-calculated with an initial investment of € 10000.
Performance since inception
Live tracking since 01/01/2022 with an initial investment of € 10000.
PENTA GERMANY
Statistics
Depot | Performance closed month | Performance previous month | Since inception (01.01.2022) | Year to date | Hist. perf. p.a. |
Penta Germany | 0,36% | +7,60% | 15,03% | 0,36% | +32% |
DAX* | 8,53% | +2,02% | 36,36% | 8,53% | +5% |
Top 5
Süss | 73.19% | Siemens Energy | -30.76% |
K+S | 60.94% | Aixtron | -27.70% |
Rheinmetall | 48.89% | HelloFresh | -25.95% |
TAG Immobilien | 30.95% | SMA Solar | -18.65% |
Nemetschek | 30.06% | Aixtron | -17.25% |
Flop 5
* Reference index
** Average yearly returns based on back calculation for the period 01.01.2002 - 31.12.2021. Performance calculation excluding fees and taxes.
Status:
02.02.2025
Transactions
Ø Holding period |
77 days |
Ø Number of transactions per year |
47 |
Current portfolio composition
Shares | Stock | ISIN | Buy price | Current price | Total | Performance* |
8 (-2) | SAP | DE0007164600 | 216,75€ | 268,50€ | 2148,00€ | +23,86% |
50 (+5) | Northern Data | DE000A0SMU87 | 37,60€ | 44,85€ | 2242,40€ | +19,28% |
62 (-8) | Zalando | DE000ZAL1111 | 33,22€ | 36,14€ | 2240,68€ | +8,79% |
40 | Siemens Energy (n) | DE000ENER6Y0 | 57,84€ | - | 2313,60€ | 0% |
16 | Hochtief (n) | DE0006070006 | 139,80€ | - | 2236,80€ | 0% |
Cash | 321,03€ | |||||
Total | 11 502,61€ | +1502,61€ |
Intramonth sells
Shares | Stock | ISIN | Buy price | Sell price | Total | Perforamnce |
Transaction history
Stock | Buy date | Sell date | performance |
Hochtief | 02/2025 | ||
Siemens Energy | 02/2025 | ||
Eckert und Ziegler | 12/2024 | 12/2024 | -6.61% |
TUI | 01/2025 | 02/2025 | -1.91% |
Zalando | 01/2025 |
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Current portfolio composition
Shares | Stock | ISIN | Current price | Performance* |
8 (-2) | SAP | DE0007164600 | 268,50€ | +23,86% |
50 (+5) | Northern Data | DE000A0SMU87 | 44,85€ | +19,28% |
62 (-8) | Zalando | DE000ZAL1111 | 36,14€ | +8,79% |
40 | Siemens Energy (n) | DE000ENER6Y0 | - | 0% |
16 | Hochtief (n) | DE0006070006 | - | 0% |
Cash | ||||
Total | +1502,61€ |
Intramonth sells
Shares | Stock | ISIN | Sell price | Perforamnce |
Transaction history
Stock | Buy date | Sell date | performance |
Hochtief | 02/2025 | ||
Siemens Energy | 02/2025 | ||
Eckert und Ziegler | 12/2024 | 12/2024 | -6.61% |
TUI | 01/2025 | 02/2025 | -1.91% |
Zalando | 01/2025 |