AAQS AlleAktien Quality Score
Buys shares that reach at least 9 out of 10 points in the AAQS (AlleAktien Quality Score): ten criteria on growth, profitability and balance-sheet strength — past and expected growth in revenue and operating profit, debt, earnings consistency, the largest drop in operating profit, return on equity and on capital employed, and the expected return. We calculate the score independently from our own fundamental data, following the methodology published by AlleAktien; there is no partnership. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a share is sold as soon as it falls below the 9-point threshold or is no longer rated green.
This portfolio buys shares.
- Performance
- −0.81%
- Lead over QQQ
- −3.45%
- Largest drawdown
- −0.75%
- Win rate
- —
- Cash ratio
- 41.9%
- Portfolio value
- $99,191
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Gain | Value | Share |
|---|---|---|---|---|---|---|
| AAPL | 24.73 | $336.91 | $308.91 | −8.31% | $7,641 | 7.7% |
| ECG | 65.31 | $127.60 | $132.60 | +3.92% | $8,660 | 8.7% |
| KLAC | 40.97 | $203.40 | $182.80 | −10.13% | $7,489 | 7.6% |
| LRCX | 28.58 | $291.60 | $294.60 | +1.03% | $8,419 | 8.5% |
| MA | 15.10 | $551.71 | $577.35 | +4.65% | $8,721 | 8.8% |
| MCO | 17.15 | $486.00 | $483.40 | −0.53% | $8,289 | 8.4% |
| MSFT | 21.42 | $389.10 | $390.54 | +0.37% | $8,364 | 8.4% |
| Cash | — | — | — | — | $41,608 | 41.9% |
The rules of this portfolio
- Buys
- once a month
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | MSFT | Buy | 21.42 | $389.10 | Newly selected |
| 07/27/2026 | MA | Buy | 15.10 | $551.71 | Newly selected |
| 07/27/2026 | MCO | Buy | 17.15 | $486.00 | Newly selected |
| 07/27/2026 | AAPL | Buy | 24.73 | $336.91 | Newly selected |
| 07/27/2026 | ECG | Buy | 65.31 | $127.60 | Newly selected |
| 07/27/2026 | KLAC | Buy | 40.97 | $203.40 | Newly selected |
| 07/27/2026 | LRCX | Buy | 28.58 | $291.60 | Newly selected |